List code field should show as 'EU trade' when free text invoices imported through data management and where customer address is listed in EU trade list.


Free text invoices when imported through data management, where customer's address listed in EU trade listed, list code should show as ‘EU Trade’. It does when FTI created manually so that the invoices will get fetched when generating EU sales list report. As of now for imported FTI it's showin...

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Category: Accounts Receivable (270)

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Invoice and delivery on hold field drop down in Account status form is showing only few options. If a customer has a customized option like 'delivery' is not showing for selection.


'Invoice and delivery on hold' field drop down in Account status form (Credit and collections > Setup > Credit management setup > Account status) is showing only few options. Customer has a customized option like 'delivery' in customer form > Credit and collections first tab > Invoicing and deliv...

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Category: Credit and collections (134)

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Credit invoicing is not available for positive Free text invoice amounts for country Denmark


Though Credit invoicing enabled under License configuration > Country/Regional specific features > Multiple countries/regions, it not showing available for Positive Free text invoices when the legal entity address belongs to Denmark like it does for Italy.

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Category: Globalization - Translation (40)

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Customer to ledger reconciliation report issue when moving a Customer to another Customer group – Difference balance is not calculating correctly


Customer / ledger reconciliation report shows difference in the following scenario: there are different summary accounts for different customer groups (on posting profile setup). If you create invoices for a certain customer, then change customer group for that customer and run the reconciliation...

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Category: Accounts Receivable (270)

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Workflow email notification should not depend on the roles assigned to the user when using credit management release workflow


As per existing design, work flow originator should have AR and Credit management clerk rols to get the email notifications. Expectation is - Mail notificiation should not depend on the roles assigned to the user.

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Category: Credit and collections (134)

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Declined

Rounding problem in intercompany


The requirement is to have rounding for sales order but not on purchase order. Not able to meet this requirement due to the error of amount mismatch between PO and SO in case of intercompany scenario.

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Category: Accounts Receivable (270)

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Needs Votes

Ability to view the data in Transaction currency in aged balances.


Ability to view the data in Transaction currency in aged balances (as of now we have Accounting and Reporting currency).

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Category: Credit and collections (134)

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Need to have a simplified way to insert customer records in customer credit groups


There should be a simple way to insert / add the customer records in 'Customer credit group' instead of adding one by one manually. Ex: Data entity / Excel add in / Using copy paste in new grid which helps customer to insert required customer records at a time.

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Category: Credit and collections (134)

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Needs Votes

Requirement is to have 'Customer Credit Group' field in customer form


When dealing with many customer groups, then it's hard to identify to which customer credit group does a selected customer belongs to. Hence, it's better to have a 'Customer Credit Group' in customer form level so that it can be easily identified.

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Category: Credit and collections (134)

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Possibility of considering the 1st day of next open period when a period is closed / on hold, and the Free text invoice workflow status is 'Approved'.


Description of the issue:- Free text invoice has been created with a posting date in March and submitted to workflow - While workflow was being processed, March period has been closed - Workflow has been Approved. - Attempt to post...

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
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