-
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 showing as 'Not included' due to which invoices are not getting fetched in EU sales list report. -
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 delivery on hold field. Since Account status form is not showing this customized option for selection, when account status field is selected in customer form, invoice and delivery on hold field is getting updated with something other option which is not correct. -
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. -
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 report, the report seems to use the summary account from the current posting profile, not the summary account that has been in use for a single invoice. -
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.
-
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.
-
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 the approved invoice: An error message appears to indicate that invoice can't be posted as period is closed
Expectation: A message proposing to post the invoice on the next open period like for the vendor invoice workflow process rather than modifying the free text invoice and submit it again the workflow.
-
Requirement is to have 'Mandatory item sales tax group' for PO, SO and other journals like it has for Free text invoice.
As per existing design, 'Mandatory item sales tax group' option is only available for Free text invoice in AR parameters > Ledger and sales tax. It should be available for all other journals and PO and SO in the same manner.
-
Option to 'validate sales tax' when posting an invoice.
In Main account form > Legal entity overrides > Sales tax, user can provide both sales tax group and item sales tax group and enable the 'Validate sales tax'. But it gets applicable always. There should be an option to get the validation done when posting is an invoice but not always.
-
Having a checkpoint at 'Release to warehouse', credit limit type as 'Balance+All' system should release the sales orders where net amounts of such sales orders are within the 'Credit remaining' and stop the sales order which exceeds the limit when Automatic release of sales orders is run.
Current Design:
- Credit management checkpoint at 'Release to warehouse'.
- Credit limit type as 'Balance+All'
- Credit remaining for a customer is let us say $100000
- When sales orders with $50000 and $60000 respectively created and reserve the quantity (Sales order line > Inventory > Maintain > Reservation), upon running the 'Automatic release of sales order', it releases both the sales orders.
By enabling the feature 'Recalculate estimated customer balance' and marking ‘Automatically recalculate estimated customer balance’ in parameters, upon saving the sales order, we could see the error trigger as expected for 2nd sales order. However, system is stopping BOTH the sales orders from release when we proceed with ‘Automatic release of sales orders'. It should allow / release the 1st sales order and stop the 2nd sales order from release.
You’re offline. This is a read only version of the page.
