The customer aged balances cube in the Manage customer credit and collection workspace should also show a negative balance.
The customer aged balance report displays the balances that are due from customers, sorted by date interval, or aging period. Whereas the customer is expecting that the customer aged balances cube in the Manage customer credit and collection workspace to s...
Send electronic interest notes - xml format
Be able to send interest notes electronically from D365, the same way as other invoices. Interest notes are also considered as invoices. And the process for sending them should be similar to sending invoices and collection letters.
The idea is to add following parts to std D365 features:...
Dynamics 365 Accounts receivable aging by contact person decision making scorings
Wish there is an option to easily generate accounts receivable aging based on contact person decision making scorings, in addition to conventional 30-60-90 days or customized buckets.
Featuring decision making aging report, user may potentially enhanced efficiency or immediate...
Requirement is to have 'Customer Credit Group' field in customer form
When dealing with many customer groups, then it's hard to identify to which customer credit group does a selected customer belongs to. Hence, it's better to have a 'Customer Credit Group' in customer form level so that it can be easily identified.
Need to have a simplified way to insert customer records in customer credit groups
There should be a simple way to insert / add the customer records in 'Customer credit group' instead of adding one by one manually. Ex: Data entity / Excel add in / Using copy paste in new grid which helps customer to insert required customer records at a time.
Block transactions for delinquent customers
When a customer exceeds the given credit limit, the system prevents the creation of the sales order or free text invoice.
Update batch job date criteria for customer account statement recurrences
When using a batch job to send out Customer Account Statements, the 'from' and 'to' dates are pre-defined and do not update on recurrence (when using a date interval or not). Idea is to allow the end date to update prior to the next recurrence based on the date the batch is run or a pre-define...
Collection letter and Interest note get created when Collection letter sequence and Interest code field is left blank for a Customer Account which is also a part of customer 'Group' in the customer posting profile setup
As per this Bug: https://msdyneng.visualstudio.com/FinOps/_workitems/edit/656342
The Collection letter and the Interest note get created for a customer account 'Table' even if the Collection letter sequence and Interest code field is left blank for the Customer Posting Profile...
Inserting the "Invoicing & delivery on hold" field on the Aged Balances form.
There an issue with the saved view not retaining the "Invoicing & delivery on hold" field.
When form is closed & the saved view is reopened, the saved view will not display the "Invoicing & delivery on hold" field.
Therefore either fix this issue where the field is reta...
Calculation of compound interest for short compounding periods
The current functionality only supports the calculation of compound interest by calculating interest on interest notes that have been posted.
With interest being compounded daily this means that interest notes have to be created and posted on a daily basis and all interest notes end up o...