12

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 ...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
2

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

 

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1 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
2

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...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
1

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...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
5

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...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
17

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,...

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7 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
16

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...

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Category: Credit and collections (153)

STATUS DETAILS
Needs Votes
1

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...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
1

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...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined
1

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 ...

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0 Comments

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Category: Credit and collections (153)

STATUS DETAILS
Declined