Invoice and delivery hold
In the aged balance page it would be nice if you could fix this column so it would stay on you saved view. You can add it and as soon as you go out and come in it's gone. It also like to move the columns around.
Credit Hold Process - add exclusion option for the case if customer has total credit balance
Currently, there is no option to treat the following scenario:
We have accounts with a -$20.00 balance, but the credit memo was “due” last month so the account goes on hold, even though it is a credit.
The same happens if the account has a total -$20.00 balance, but ther...
Salesperson field data is not visible on aged balances page in credit and collections module
At customer level the "Aged balances" page > related information does not display the expected employee name or email address.
However, on invoice level after going to the "collections" page of any customer > related information, user can see the name, but email address is sti...
In the credit and collections module, in credit management hold list have two ways by unblocked
Hi, in the credit and collections module, credit management hold list have two ways by unblocked: With registration and Without registration.
Dynamics 365 Reportable opening balance customer interest collection letters
Wish there is an option to easily upload reportable opening balance for customer interest collection letters, for purpose to easily visualize customer with reportable interest collection letters.
Extend Credit Limit capabilities on customer credit group (i.e. insurances, guarantees etc.)
When working with buyer associations you might have insurances, bank guarantees and other types you have on the customer on an aggregated level (regulator for the association) on the customer credit group and the ability to store the respective documents on that level.
This would also in...
Write off not happening for Credit Note Transactions if separate Sales Tax (is enabled) in AR parameters
If the separate sales tax parameter is enabled in AR module, the client is not able to write off the credit note. They are getting the error message "The write off process is complete. The separate sales tax check box is selected in the accounts receivable parameter form. You must settle all c...
On Order sales order status to be excluded from credit check
Currently the credit check is done at sales order header level.
A feature should be implemented to perform that at credit line level.
Specifically if certain parts are on order, they should not be included in the credit line calculation. This because otherwise the dealer will need ...
Add location for users to record customer credit references
Add a location that would allow users to input a record of a customer's credit references.
Block for Invoice in collection letter sequence
In the collection letter sequence the option to block a customer can be set up. This will block the customer for all (field "Invoicing and delivery on hold"). In that case a payment can't be posted to the customer. It would be nice to have the