Add first run initialization option for Pre dunning to exclude overdue invoices
When enabling Collections process automation / Pre‑dunning for the first time, Dynamics 365 Finance currently evaluates all invoices that have never gone through the Pre‑dunning step, which can include historical overdue invoices and trigger unintended mass communication. Please add an optiona...
[Design change request] Support interest calculation based on the original invoice balance.Add an option to support the interest calculation for the original balance.
Current behavior:
Interest is calculated on each payment amount and the remaining balance.
Requirement:
In certain countries, interest must also be calculated on the original invoice amount, regardless of partial payments.
Examp...
Enforce pre‑posting validation for Poland KSeF FA(3) credit notes: block posting when reference invoice & correction reason are missing
When creating a credit note (KOR) for Poland KSeF FA(3) in Dynamics 365 Finance, users can currently post without linking the original invoice and correction reason, which produces FA(3) XML with empty mandatory elements and r...
Collection Letter Batch Job Date Parameter Issue.
'Collection letter date' parameter in recurring batch jobs does not update to the execution date as expected, instead retaining the original configuration date.
Extend Credit Management for Intercompany Direct Delivery Sales Orders
Problem: In Dynamics 365 Finance, Intercompany Direct Delivery scenarios, customer credit management is evaluated only at the Originating Company (OC). When a customer exceeds their credit limit or is placed on credit hold, downstream intercompany fulfillment processes in the ...
Credit hold release workflow ID for released Sales order should not remain in pending state.
When a sales order is created and confirmed, due to the value amount, the SO is sent to credit management, and a credit hold workflow is created awaiting action.
Now, when the original SO is now modified in the value amount, a second credit hold workflow is created in credit m...
Enable customer approvals for customer credit management fields
It would be nice to include customer approvals in accounts receivable parameters for credit management fields;
- Mandatory credit limit
- Unlimited credit limit
- Exclude from credit management
- Credit management group
- Customer credit group
- Account s...
STATUS DETAILSNew
When customer has mandatory credit limit set to Yes, even if the credit limit is set to 0, the customer balance should show Ordered, Credit limit and Credit remaining amounts.
When a customer has the mandatory credit limit set to Yes, the system should display the Ordered, Credit Limit, and Remaining Credit Limit amounts, even if the credit limit itself is set to zero. This is because the mandatory setting enforces credit limit calculations. In this scenari...
Duplicate records in Aged Balances - Customer Credit and Collection workspace -2508270010004096
Symptom: Duplicate records in Aged Balances - Customer Credit and Collection workspace.
Resolution:
T...
Enable Separate Credit Management Configuration for Direct Delivery Orders
We suggest adding a dedicated configuration option in credit management settings to handle direct delivery orders differently from regular orders.
Currently, the system applies the same credit blocking rules to all order types, which causes unnecessary holds a...