Credit limit support in foreign currency
The credit limit should enhance to support the following scenario:
Scenario 1:
Accounting currency = MYR
Customer currency = SGD
Credit limit currency = SGD
Expected outcome = The credit management module is allo...
Dynamics 365 Accounts receivable aging report by contacts interests
Wish there is an option to easily identify accounts receivable aging report by "users" contact listing interests. (interest scorings)
Dynamics 365 Accounts receivable aging goal for period status iquiry
Wish there is an option to easily identify and track main goal reached status inquiry for the period.
Dynamics 365 Accounts receivable aging report setup decision making conversions
Wish there is an option to easily setup aging report into aging report decision makings (e.g. more advertising, marketing studies, key ratios efficiencies, sale period flow, operator calls...)
Having a checkpoint at 'Release to warehouse', credit limit type as 'Balance+All' system should release the sales orders where net amounts of such sales orders are within the 'Credit remaining' and stop the sales order which exceeds the limit when Automatic release of sales orders is run.
Current Design:
- Credit management checkpoint at 'Release to warehouse'.
- Credit limit type as 'Balance+All'
- Credit remaining for a customer is let us say $100000
- When sales orders with $50000 and $60000 respectively created a...
STATUS DETAILSNeeds Votes
The customer account statement should Exclude disputed invoices
The user wants to exclude disputed invoices on the customer account statement. When run customer account statement, the disputed invoice still appear on the report, it’s not reasonable.
Introduce select criteria to 'Recalculate credit limit' batch task (SalesCreditLimitCheck)
The 'Recalcualte credit limit' batch task does not contain the option to select any criteria to limit which credit limits or Sales orders it impacts.
Could you introduce a select option?
That way you could select a specifc customer or customer group.
CustInterestNote Report -not showing correct details
Report -not showing details of interest calculated if there is more than one line interest calculated
1. The CustInterestNote report should contain the base interest amount (Remain amount) – not full invoice amount.
2. There should be as many lines on the print...
Bad Debt provision
Functionality to create bad debt provisions for customer transactions that are more than X amount of days overdue.
To have
Prerequisite: A field in AR parameters for bad debt provision posting profile.
- A periodic task where the user can search for customer tra...
STATUS DETAILSNeeds Votes
Dynamics 365 Customer calculated interest write off default policies and ledger main account including cost center
Wish there is an option to easily visualize and identify customer interest write off along with option to easily setup accounts receivable interest write off policies (e.g. only customer (s), customer group, only if not exceeding xxx.xx value, only within period range, only allow write off to ...