Microsoft Dynamics 365
Customer A1 and Customer A2 defined in company X.
Shivam Pandey (administrator)
on 1/14/2020 5:53:39 PM
Thank you for your feedback. This feature will be available with the release of credit management. Sincerely,Shivam PandeyPM, Microsoft
Will be very helpful, but we need a good handling of different currencies over companies. The same customer may have open invoices in different companies and different currencies!
Credit and collections
++ cross-legal entity
We are repeatedly asked for a customer hierarchy similar to what we do with organization hierarchies. The purpose is not only for credit limits (within a legal entity and outside a single legal entity) but also for sales reporting and potential forecasting purposes. For example, Customer A has HQ in one address, has country HQ, has divisions within a country, has distribution centers, sales offices and manufacturing facilities within a division.
Ideally, we would have the same functionality for vendors.
Hi, The credit limit functionality might not be limited to a single D365f.O. legal entity but in practice we often have the situation that a cross-legal entity credit limit functionality is required. Best regards, Ludwig