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.
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.
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.
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.
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.
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
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.
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.
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.