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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 collection letter process a project invoice is included when creating collection letters per customer, so we think the same should be for collection process automation. Thank you!
STATUS DETAILS
Under Review

Comments

F

Many of our customer are primarily invoicing from the project module and they can't use this process automation without project invoices included in the solution

Category: Credit and collections

F

Most our entities in D365 invoice via projects, and there has been great demand for the CPA in our organisation. This development would be very beneficial and a big win for us.

Category: Credit and collections

F

some customer invoice not included in the credit an collection process. is a bug. and should not require an idea, vote..

Category: Credit and collections

F

It's a timely requirement. Because most of the customers are using project invoicing and failure to do so makes customer less confident on their business processes.

Category: Credit and collections

F

We primarily invoice via projects (not sales orders), and this feature is being asked for by our collections department. It is unfortunate that our scenario is not supported; please implement this idea.


Thanks

Category: Credit and collections

F

Looks like only sales order and Free text invoices are used for this automation. Need project invoices as well.

Category: Credit and collections

F

This is 100% needed.

The regular Collections process does include project invoices ... these are still customer invoices, just from the project module.


Collections process automation cannot be relied on if you use a mix of customer invoice types or use only project invoicing.


Thank you.

Category: Credit and collections