Report Customer Group credit limits
When using group customer credit limits there is no easy way to report on which company in that group has used the available credit limit
You should be able to report on the balance outstanding across all LE's for all group limits. You don't want to go into each customer and...
Customer aging report, Cross compan
Add filter to AR Aging so the report shows summary and detail information cross company.
On the Aged Balances under collections - update the Transactions link (or add another link ) to show Global Transactions.
Credit and collection module
Hi,
We are using the activity function on the credit and collection module and D365FO.
When a voucher is not paid, we make an activity on this voucher for follow up.
Then when the voucher is paid, we would expect the activity to be closed, but it is not.
Credit hold check - manual trigger
Would be nice to have a button on the sales order to trigger the credit limit check
Blocking rule - day overdue should work on global transactions and not only company specific
In case of a customer credit group including customers from different legal entities, the day overdue blocking rule should check open invoices in all legal entities and not only in the legal entity where I'm creating the sales order. This would be solved if the credit management groups were sh...
Add Status -criteria to Collection letters process automation solution
When running manually collection letters, we can select the status of collection letters is "none". So invoices that have status “collection letter 1 or 2 or something else”, are left out of the run.
When running collection letters with the new process automation solution, there is no s...
Attach documents and notes to posted invoice journals
Credit & Collection team need the ability to enter notes & attachments on posted invoice journals.
This will help the team to keep track on activities taken to collect the open AR invoice.
The aim is to get these notes also displayed in the AR aged detailed report to view the actu...
Add and entity for case management to import take-on cases for collections
new customer has got hundreds of invoices managed with cases but there is not entity to import the cases and their history for customer and open invoices.
Customer ageing balance not show in child company for child company transactions under SRS
1: Enable master data sharing.
2: Set USMF as parent company, T001 as Child company.
3: Share CustTable
4: posting a customer transaction in T001.
5: Create customer ageing snapshot in T001
6: No record could view in report customer ageing report.
Aging definition period
It is useful to give the flexibility to create multiple age buckets as per user requirements rather than limit them to 6 buckets.
As a D365F&O consultant many time we have received inquiry specially from finance department.
Currently we have a requirement fro...