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 ...
Dynamics 365 Finance accounts receivable customer warrantied 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 ...
Dynamics 365 Finance accounts receivable credit line actual transaction payment credit line restoration deactivation option
Wish there is a future parameter potential eligible option to deactivate customer credit line payment restoration, instead feature customer credit line payment reductions for purpose to track credit line funding. Featuring credit line funding without having payment credit line restoration, user ...
Collection letter note report in batch
On the form for the Collection letter note report, there is a field 'Postings were considered until'. You have to fill in the date. This is not working when this will run in batch. We need an option like (Day -1). (Day -1) is the date before the day of create the report. Idea: make this more fl...
Collection process automation project invoices
Hello! With the current design of the collection process automation, the system doesn't include project invoices. This configuration excludes these invoices, hence makes the functionality limited and not helpful for many customers with business mainly on projects. In the standard Create collectio...
Credit Management holds for Sales orders include Call Center and Omni Channel orders
Per the document below, Call Center and Omni Channel Sales Orders will not be included in the Credit Management hold list. Is there a plan to add Call Center sales orders to the hold list? https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds#free-...
Error shown when completing collection case through workflow
While completing the collection case through workflow, below error is thrown. "Unable to cast object of type 'Dynamics.AX.Application.CustCollectionsCaseDetail' to type 'Dynamics.AX.Application.CaseDetail'. Expected Results: User should be able to complete the collection case successfully.
Collection letter filtered by ‘Not disputed’ status
Customer requires to have the collection letter batch job filtered by "Not disputed", excluding disputed transactions.
Should be able filter data on the Customer balance list report using filter criteria from Customer transactions table
We have added Customer transactions table using the Table join on the Customer balance list report. However, when we add any filter criteria from the customer transactions table, the report does not filter the data correctly based on the filter criteria specified. Expectation is that the system ...
When a customer payment transaction are settled outside the Payment journal process the collection status is not updating correctly even after executing the Age customer balance. The collection history is also not updating correctly
Whenever a customer Settlement is done from the Customer master level, the collection status and collection history form should get updated accordingly in “ Aged Balances “ form. Since the Payment is made as promised and later settled it manually the system should consider updating the Collectio...