32

Credit Limit Check for Project Module

If the Credit Management Feature is enabled the Credit Limit check for customer credit limits in the project module does not work any more. At the moment there is no solution available for such cases.

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3 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
23

Collection fee based on a percentage of the collection letter value

In the Netherlands it is mandatory to apply the WIK (Wet Incassokosten/Law Collection Fee) on a collection. This is a fee which can be calculated based on a percentage of the outstanding balance stated on the collection letter.


The minimum fee amount is €40,- and the maximum ...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
28

Interest note posted in past period can be canceled/waived in current period/ with selected date

D365 should allow to cancel/waive past interest note with current/ selected date otherwise users are forced to look for some workarounds to settle such interest note if company is not going to get interests for overdue invoices.


Below example of scenario

We have a custom...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
5

Credit limit group check

For credit limit group limit checking, there is no place to check if sales order has exceeded credit limit group or credit limit group remaining in case there are multiple customers in one credit limit group.

As the sales order will be blocked if it does not meet credit limit group requi...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
1

Include changes to the unlimited credit flag in customer change approval workflow

I found an issue with the behaviour of the unlimited credit flag when used with customer change approval workflow, documented on

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Customer credit line enterprise site and link tool information capture

Wish there is an option to easily capture customer credit line request information (e.g. tool link transmission with encryption) and/or feature enterprise portal site for customer to include credit lines.

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
12

A/R Aging Value of Actual Packing Slip Voucher Value

Often times a business requires accurate reporting on all shipped unbilled values in order to manage accrued A/R. Additionally, as a part of reconciliation requirements, reconciling the amount of Accrued A/R in the GL to the packing slip values/subledger is needed. Given the financial values o...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
2

Payment Stop for Auto Allocation of payments for disputed invoices

When a credit controller is reviewing transactions in aged balances they can set the collection status of an invoice to “Disputed”. 

"Disputed" --> The customer has notified you that there is a problem with the transaction.


Therefore it would be useful, when pro...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
1

Norwegian language edit on aged balances

Hi, this is a suggestion of name edit on some fields in Norwegian due to bad translation in D365FO.

Navigation: Credit and collection > Workspaces > Customer credit and collections. Click "aged balances" in the left field.

Change language to nb-NO (Norwegian). 

The text on th...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
2

Minimum invoice amount on interest note

The parameter "minimum interest amount" in the set up in credit and collection, calculates by line. The customer want to invoice their costumers a minimum fee of 75 NOK (or more if the interest exceeds this amount) per invoice. As for now it calculates 75 NOK each line. This will cause the int...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes