Invoice and delivery on hold field drop down in Account status form is showing only few options. If a customer has a customized option like 'delivery' is not showing for selection.
'Invoice and delivery on hold' field drop down in Account status form (Credit and collections > Setup > Credit management setup > Account status) is showing only few options. Customer has a customized option like 'delivery' in customer form > Credit and collections first tab > Invoicing and deliv...
Initiate Credit Check after Sales order Value Changes
This idea is to improve the credit management functionality in D365 F&O. In the current state, a user is able to modify the sales order value before or after a credit check has been completed. Example - parameter is set to execute a credit check at time of posting sales order confirmation. If u...
Sales tax not calculated on Interest note
For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...
The field ”Collection group” should be available on customer master in credit and collection fastab and there must be some form in Dynamics356 F&O to maintain the values of Collection group Field which does not exist.
There must be some form in Dynamics356 F&O to maintain the values of Collection group Field. If no functionality is present in the system why this field exists. The field is on the standard CustTable and can be personalised onto the form, without any reference to the original Sable tables.
Exclude sales order from credit limit block based on terms of payment
When a customer is over his credit limit or the payments are due the credit limit check will block the sales order. By changing the terms of payment into Cash or Cash on delivery we would like to be able to exclude this order from the credit limit block. In the current solution this is not poss...
Allow more than 6 aging bucket definitions
The standard aging definition in our group of companies is more than 6 aging buckets. The workaround is to have multiple aging definitions that have the additional definitions and they are combined later. Ideally all this extra work would not be necessary. Example with 8 buckets: Not overdue (...
Credit management - Credit limit Group reports
Credit management has been enable. When using Credit Limit Group, no reports provide information related to credit limit Group. Suggestions: a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this gr...
Allow Activity Type values to be deactivated / disabled
The Activity Type list of values is used across all activities (Action, Appointment, Event, Task). It's not possible to disable these and deleting them is not an option if they have been used on activities already. The value should allow for deactivation so that the legacy data can still be in...
Due date on interest note
Today there is no way to put another payment term (due date) on the interest note. The due date is inherit from the customer and it would normally be wrong to use the default payment term from the customer (f ex 45 days) on interest note which should most likely be 10 days or so. A good idea w...
Report updating
It would be a great idea that when Microsoft decides to change the format of a standard Financial report, in this case Customer Aged A/R that it would NOT remove any existing fields in the new report format. Those fields may be in use and no longer available in the new format. In this case in ...