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    • 53

      Customer group credit limit

      Suggested by Microsoft – Planned 4
      Category: Credit and collections

      Customer A1 and Customer A2 defined in company X.

    • 21

      Due date not displayed correctly in posted interest notes

      Suggested by Yordan DanchevUnder Review 1
      Category: Credit and collections

      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 from the original transaction and this is wrong. Definition of due date has to be manual instead of it being calculated automatically – process should be the same as for collection letters. Similar to collection letters having automatically calculated due date, the interest notes of the customers can have some period of time before payment of interests is due. The request is to have due date for every transaction in posted interest notes displayed correctly.

    • 4

      Allow file location selection in print management setup when printing collection letters

      Suggested by Adriane SobkowichNew 0
      Category: Credit and collections

      Currently, we cannot enter a file location in print management setup when attempting to print collection letters by using Print Management.  Microsoft says this is working as designed but this is a poor design for those who send large volumes of collection letters.  It is inefficient to have to click save for each letter individually.

    • 3

      Dipute status and disputed amount should be visible in collection letter form

      Suggested by Gert-Jan BouwmanNew 0
      Category: Credit and collections

      Overdue invoices can have dispute for a partial amount. When running the collection letter these transactions are added, but you cannot easily see dispute status and disputed amount as on date of creating the collection letter.

    • 2

      Attach customer invoices to collection letters send out by email to customers

      Suggested by Ludwig ReinhardNew 0
      Category: Credit and collections

      Hi,
      Running the collection letter process allows generating a collection letter document that can be send out to the customer for example by email. This is a great functionality. What is missing though is that one wants to attach the invoices included in the collection letter to this email that goes out to the customer. That is because many customers call once they receive their collection letters and ask for a copy of the invoice(s). Sending them directly with the collection letter alleviates and speeds up this process. Would be great if this could be implemented with one of the next releases.
      Many thanks,
      Ludwig
    • 2

      Add a Customer Balance filter to the Customer Account Statement report

      Suggested by Marian WriceNew 0
      Category: Credit and collections

      There is No ability to add a filter under 'Records to include' for the Customer balance - i.e. users may like to only print statements for customers with an account balance greater than $50.

      Repro steps:
      1. Credit and collections > Periodic > Customer account statement
      2. For the 'Customer balance' issue - go to 'Records to include' > click 'Filter' and use available tables or 'Add' to try and add/join other tables

      The Customer balance field is not available to be used as a filter.

      Customers would like to have this ability to allow easy filtering of customer statements on per balance basis
    • 2

      Add Original Amount and Sales Tax Amount to Invoice Detail

      Suggested by Mark SchurmannNew 0
      Category: Credit and collections

      The collection letters show only the open amount on the invoice. This is fine, but would be more useful to inform the customer about the status of the invoice. It would be good to note the original amount of the invoice and the sales tax on the invoice.

      We have a lot of problems with customers shorting the payment by the sales tax amount. Generally, this is just an oversight. If the sales tax were displayed on the collection letter it would be a clue to the customer way the invoice is still open.
    • 2

      Allow Deletion of Cancelled Collection Letters

      Suggested by Mark SchurmannNew 0
      Category: Credit and collections

      If a collection letter is created but then cancelled before printing or posting, it does not have much use. It does not seem to impact the creation of the next collection letter. Perhaps there is a reason to maintain the cancelled letters, but to me they are needless clutter. Please provide the ability to delete these from the system after cancellation.
    • -2

      Dunning letter/Collection Letter to put customer account 'All' on stop

      Suggested by Yogesh PatelNew 0
      Category: Credit and collections

      In D365 for operations, dunning letter is keeping only 'Invoice' account on hold. Invoice on hold is still allowing the sales team to enter sales order and warehouse to pick orders. It will stop processing order on delivery note stage.

      our current scenario - we having customer with very large order and we would like to stop order to be processed completely if they have payment issue.