When using Credit Limit Group, no reports provide information related to credit limit Group.
Suggestions:
a. from the customer credit groups screen is a menu option to the Aged balances. This menu brings the aged balances up in a filtered format for this group.
b. On customer balance, add credit limit Group
c. When credit limit exceed due to credit limit Group, on credit management hold list and statistics, information from Credit limit group should be added.
Comments
There should be the possibility to check the group balance as well. If users can only see the limit it would not be sufficient for customers.
Category: Credit and collections
I agree as well. It is not transparent and MS also referred to the ideas portal within the insider network yammer groups. so let's vote ;)
Category: Credit and collections
Agree! There is currently no visibility. Providing that detail in needed to understand how the group members contribute and aggregate to the group total credit used and available. Thank you!
Category: Credit and collections