POS prepayment should not be considered as a free limit
If a prepayment is registered at the POS for a sales order created at the HQ, the prepayment is open to be used as a free limit. The open balance means that it is possible to use this as a credit limit until the original sales order is invoiced and settled. A prepayment should be dedicated to the...
Extend Credit Limit type to include Balance+Confirmation
Could you please extend the Credit limit type functionality in Sales ledger parameters to include one that is Balance+Confirmation. This would mean a customer available credit limit is only reduced at the point a Sales Order has a confirmation journal created and the document status changes to...
Remedies: include interest notes in the collection letter
It would be nice to provide a report (or include the information on an already existing layouts) where interest and collections are shown together.
Credit limit check in quotations
Because of the fact that a quotation already has a legal binding character, it would be very helpful, if the system would be able to check the credit limit also in quotations. Currently the credit limit check in sales process is starting with order creation. This would cause a situation, that the...
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
Due date not displayed correctly in posted interest notes
When posting interest note for open transactions, due date is not displayed correctly and terms of payment do not take effect. Posted interest note should be calculated by Due date from transaction date + terms of payment set in customer’s form. However, the system inherits this due date...
Initiate Credit Check after Sales order Value Changes
This idea is to improve the credit management functionality in D365 F&O. In the current state, a user is able to modify the sales order value before or after a credit check has been completed. Example - parameter is set to execute a credit check at time of posting sales order confirmation. If u...
Allow more than 6 aging bucket definitions
The standard aging definition in our group of companies is more than 6 aging buckets. The workaround is to have multiple aging definitions that have the additional definitions and they are combined later. Ideally all this extra work would not be necessary. Example with 8 buckets: Not overdue (...
Due date for posted customer interest note
Per today, by posting an customer interest note, the posted transaction will get the same "Due date" as voucher date on customer transaction. It would be great that when an interest get posted, it gets a correct due date based on the customer "Terms of payment". Since the interest note should be...
Sales tax not calculated on Interest note
For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest N...
Administrator
This is applicable for any prepayment done towards an order so moving it to the Dynamics 365 Finance team