Data entity to upload collection pools to collection agents
New data entity should be created to allow possibility to upload LE specific information like "allow to view all pools", add pools and default them on Credit and collection > Collection agents. Collection agents is a global table but setup inside is local per legal entity and today need to be ...
While reposting cancelled packing slip and partial posting of packing slip system is not referring credit limit check
While reposting cancelled packing slip and partial posting of packing slip system is not referring credit limit check
Dynamics 365 Accounts receivable dynamic aging transaction inquiries or reports (e.g. voucher, reference, account, invoice, amount, balance)
Wish there is a future option to include a dynamic accounts receivable aging report, rather then featuring inquiries and/or report advanced pre-filtering option, featuring a dynamic accounts receivable aging report at end user display option might potentially save time to the end user at end u...
Dynamics 365 Accounts receivable dynamic aging report
Wish there is a future option to include a dynamic accounts receivable aging report, rather then featuring inquiries and/or report advanced pre-filtering option, featuring a dynamic accounts receivable aging report at end user display option might potentially save time to the end user at end u...
Block creating sales orders of type "Sales order", if the customer is blocked against invoicing
D365 enables the users to create a sales order of type "Sales order", though the order customer is blocked for invoicing.
If the sales order is created with the type "Journal" and the user changes this type to "Sales order", tehn D365 throws a warning and claims that the sales order is n...
Signalize error sending when we send the collection letter by email
Dear Microsoft, Usually, we send the collection letter using the print functionality present on the "Review and process collection letters". Email sending can have troubles, like a missing email on the customer master data when it's happening. The email isn't sent to the customer, and however,...
Free text invoices, orders, and project invoice support in Credit management
Customer credit group functionality does not work on free text invoice and project invoices while the same works fine with sales orders. It is a normal business scenario where the the customer credit needs to be managed at the group level instead of individual entity level which can be handled i...
Dynamic 365 Legal entity credit financing endangered tracking
Wish there is an option to easily visualize, inquiry or easily report, in the event company legal entity credit financing maybe endangered (e.g. credit approval, credit approval attempts, customer sales order posting attempts, credit line starting or ending date, etc..) Not featuring legal entit...
Dynamics 365 Supply chain sales order entry forecast calculated customer credit line balance transfer
Wish there is potential future option to easily transfer the grand total forecasted customer sales order entry records to a calculated estimated customer credit line customer account balance. Not featuring a forecasted customer credit line total balance for the period or for the annual grand to...
Dynamics 365 Finance accounts receivable customer warrantied payment credit line
Wish there is a warrantied authorized credit line value, featuring customer credit line functionality with option to be back restore as per customer payments is valuable, however featuring an option to easily visualized customer credit line warrantied independent without having impact on accrued ...