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Customer A1 and Customer A2 defined in company X.

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. This feature will be available with the release of credit management.
 
Sincerely,
Shivam Pandey
PM, Microsoft

Comments

M

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!
 

Category: Credit and collections

M

++ cross-legal entity

Category: Credit and collections

M

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.

Category: Credit and collections

M

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

Category: Credit and collections