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...
Dynamics 365 Customer credit lines forecast inquiry by aging periods before approval
Wish there is an option to easily identify, inquiry,, report on forecast customer credit lines to be approved in aging periods from period of application, for purpose to easily identify, visualize or forecast business operations and efficiencies.
Write Off Journals not balancing
“We had raised a ticket in March of this year regarding Write Off journals not balancing properly when writing off a transaction. TrackingID#2203100040008894. This issue still applies to our client and is reproducible through our environment, even though this was marked as not reproducible in ...
Aged Debt on Customer Credit group to work while sharing customers with Cross company data sharing
When customer table is shared across Legal entities using the Cross Company data sharing function, and customers are placed into a Customer credit group, to allow shared credit limit, we are currently unable to use the Aged debt from the Customer credit group form.
The current result is ...
D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, the customer wants to trigger 1st letter again
D365 supports maximum of 5 collection letters to be sent to customer. After completion of 5 letters, customer wants to trigger 1st letter again or customer should have an option of sending more than 5 collection letters.
Dunning step in Process automation should take Credit notes, Payments into account
Dunning step in the Process automation is not taking std dunning process parameters into account. In the Dunning process we can indicate that next to Invoices also credit notes and payments are taken into account but these parameters are not visible during pr...
Dynamics 365 Customer credit limit percentage of remaining utilization
Wish there is an option to easily inquiry, visualize and report on customer credit limit remaining percentage of utilization.
Customer account Statement current date (To date) on recurrence batch job not getting updated in report
As per the current D365 F&O behavior, when a customer account statement is run using batch job on a daily basis 'To Date' is getting updated as the date when batch is set/created.
Expectation: When report is run on recurrence basis using batch run "To Date" ne...
O2C Customer aging balance report doesn't reflect the overdue in open transaction.
O2C Customer aging balance report doesn't reflect the overdue in open transaction. When we are comparing the Customer Ageing report with the cust. transactions overdue bucket amounts are not having few billing types like GL entries, Payments, Open Invoices. Now business have query that these b...
Reset Collection Letter sequence when account is paid
If customer makes a payment to cover what is overdue after receiving the three collection letters but defaults on payment again on the subsequent instalment, users are unable to generate collection letter for the new overdue balance. It is expected that the system allows users to generate coll...