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Changelog

Version 2.2.15

Enhancements

  • Add Company Registration No. to customer card

Bug Fixes

  • Handle field rename - Handle field rename for fields which were over 30 char before. Allow for upgrading from previous versions

Version 2.2.14

Enhancements

  • Ability to Filter Credit Held List by Credit Controller - Add Credit Controller field to Credit Held list and make it available for users to filter on. Flowfield from Customer table? Field that is populated on validation of Bill-to Customer No?

Bug Fixes

  • Split the License check to check whether the app is licensed and secondly that the user is licensed. Changed license check when releasing/posting sales documents to only check if the app is licensed as users who are not credit controllers must be able to release documents.

  • Customer record cannot be deleted - Customer record cannot be deleted. The bug was fixed in credit management (objects), migrate the bug fix into the app.

  • Reset customer contact no on business relation change - When business relation customer is changed, reset the original customer record and assign the contact no against  new customer.

Version 2.2.13

Enhancements

  • Renumber into Clever Finance Range - Renumber into 9097029 - 9097128

  • Rework calling Customer Statement - MS are changing how the customer statement gets called. We need to copy in Clever Credit.

  • Calculating Account Status When Calculating Ledger Entries - Use the routine that recalculates ledger entries to update the customer's account status. The only way that a customer should need to have their status updating without any other trigger (releasing an order, inserting a detailed CLE) is when a ledger entry moves from the not due ageing bucket to the first due ageing bucket.

  • Recalculate Account Status When Grace Period Changes - Changing the grace period might change whether some invoices are considered overdue and therefore change the status of the customer account.

  • Use Events OnBefore/OnAfter Manual Reopen/Release - Replace page action subscriptions with subscriptions to the OnBefore/OnAfter Manual Reopen/Release events which are now available in the sales release codeunit.

  • Remove Service Password Permission - Remove Service Password permission in Clever Credit Setup table - it isn't required anymore and the Service Password table will be removed in a future version.

Version 2.2.12

Enhancements

  • Clever Credit Page Filters - Set the filter on the Credit Controller page according to the following logic:

    • If the current user is the default credit controller then show customers with a matching or blank credit controller code

    • If the current user is not the default credit controller, filter to customers with a matching credit controller code

      • If no customer records fall within the filter, then remove change the filter to show customers with a blank credit controller code.
  • Optionally Bypass Cust. Account Status Calculation - Especially for data migration scenarios. Otherwise the calls the CLE. Modify cause a calculation each time.

Bug Fixes

  • NA Build Failing - Reference to VAT Statements - Fix build for NA image - otherwise installation will fail for US and CA tenants.

  • Installing App Fails When CLEs with No. Customer No. are Present - Prevent the app from attempting to retrieve the customer record in this case. The immediate problem is for the v1 app - presumably when the it is attempting to calculate customer stats when the CLE archived data is restored - but this could cause a problem for any version of the app.

  • A CLE without a customer no. is valid e.g. when some data compression has been performed on the db.

Version 2.2.11

Enhancements

  • An option has been added to the My Notifications page to optionally disable credit held notifications on sales documents.

Bug Fixes

  • Fix to update the account status on the bill-to customer

  • DD (Clever Document Delivery) integration using incorrect field. The actions Queue/Send email on the Clever Credit page, pass a RecRef of the current records to DD. Previously this page was based on the Customer record, since its source table is now the Credit Control Cust. Entry TMN

  • Update the actions to get the corresponding Customer entry first, and pass this to DD

Version 2.2.10

Bug Fixes

  • Update the Account Status when changing the due date on the customer ledger entry, therefore if the dates are changed so an invoice is no longer overdue the status on the customer card is updated.

  • When an order has been released from credit held you can amend the order and users can re-release if the order value is below the original amount, however adding a line discount of 100% or an order value of zero means the order is credit held again. This has been changed so that zero value orders do not go through the credit hold process again and can be re-released.

Version 2.2.9

Enhancements

  • Update Account Status on Sales Order Deletion - Customer account status should be recalculated when a sales order is deleted e.g. if the order took them over their credit limit and deleting that order takes them back under again.

Bug Fixes

  • Incorrect Date used for Credit calculation - We use the Document Date of the document to drive the credit calculation this should be changed to TODAY.

Version 2.2.7

Enhancements

  • Credit Held Reason Priority - Change the order in which Credit Held Reasons are assigned to orders. Reasons in order of importance:

    • Overdue (most important to show)

    • Over Credit Limit

    • Blocked

    • Credit Hold All Documents (least important to show)

Progress Bar for Recalculate Functions – Add a progress bar to the Recalculate X functions that are run On Open of the Clever Credit page.

  • Calculate account status of the sell-to customer no. on release of a sales document. Recalculate the status of the sell-to customer no. when a sales document is released. This is for the scenario where an outstanding order puts a customer over their credit limit.

Bug Fixes

  • SETFILTER on Hold Incorrect - Overdue Credit query uses a filter on the On Hold field

Version 2.2.6

Enhancements

  • Add "Account Status" option/enum card. Add this field (non-editable) to the customer card and list and credit control pages. Add a function to calculate the value of this field - allow it to be overridden by a subscriber.

    • Blank

    • Overdue

    • Over Credit Limit

    • Blocked

Version 2.2.5.1

Enhancements

  • Licensing from Setup Page - Allow the user to access the Clever Credit Setup page, even if their session is not licensed and add an action to open the license details page from there.

Version 1.0.4

Enhancements

  • Add Credit Controller to Clever Credit Interaction - Add and populate Credit Controller Code field. Use that field to set the Credit Controller Code of To-Do entries.

  • Enforce Licensed No. of Credit Controllers - Licensing by the number of credit controllers seems a better way to manage a count of licenses for our app.

  • Event Subscribers - easier to read and more concise if the code was in the extension objects themselves (or calls from the extension objects to functions in codeunits, where appropriate).

  • Code Analysis - a tidy up to stop the repository throwing up warnings from the code analysis.

  • UI/UX Changes - Changes to the UI, promoted actions, captions etc. particularly around the Credit Held List and Manage Credit Status

Bug Fixes

  • Overflow Error Showing on Chart - Overflow error decimal to integer attempting to drilldown on average days to pay.

  • License details not visible - No way to get to licence details page from Clever Credit page.

  • FactBox on Customer Ledger Entries Shows Unrelated Interactions - Ensure that only interactions for the given ledger entry are shown in the FactBox.

  • Permissions Error on Opening Assisted Setup Page - A user who doesn't have our permission set assigned attempts to open the Assisted Setup page receives a permissions error that they don't have permission to read from a table in our range.

  • Overflow on Decimal -> Int – occurs when displaying the chart on drilldown of Avg. Days to Pay for a customer

Version 1.0.3

Enhancements

  • Descriptions on Interactions/To-Dos - make better use of the description field on interactions/to-dos to make it clearer why certain records have been created.

    • Move To-Dos Description - Move the description field below the customer fields on the To-Do card and after the customer fields on the To-Do List. Also, show the To-Do Entry No. as the first column on the To-Do list page.

    • Descriptions on Interactions - Add a description field to the interaction card - which should be editable. This description should carry through to the to-do when automatically creating a to-do because a next interaction date has been entered.

    • If the description field is blank when the Next Interaction Date is populated, populate the description with the text "Follow up call from %1" where %1 is the date of this interaction.

    • Description of To-Do’s Created from Promised Payment Date - When we automatically create a to-do by entering a promised payment date on a customer ledger entry, we should populate the description of that to-do with "Check promised payment has been received."

Bug Fixes

  • Credit Controller Code from User ID – when creating the Credit Control code ee take the first 10 characters and convert it to be the Code, if there’s more than one we remove the last character and add a number. After checking that a credit controller exists with the same code, copy the User ID and then make it 2 characters shorter.

Version 1.0.2

Enhancements

  • License Details Page - Create new page to display the status of the licence, when the trial expires and give the option to set a new date for the expiry of the trial. Create a new codeunit that will be responsible for checking the status of the licence when certain actions are performed in the product, pop notifications to warn that the trial is about to expire etc.

Bug Fixes

  • Assigning Customers to Credit Controller – if you cancel the lookup dialog box without assigning any customers to the credit controller, all the customers in your customer list are assigned to the credit controller.

Version 1.0.1

Enhancements

  • Assign Customers Action on Credit Controller List - Add a new action to the Credit Controller List page. Show the Customer List (filtered to customers who have a blank Credit Controller). If the OK button is used to close the page iterate through the selected customers and set the Credit Controller code on each of them.

  • Rework Select Column on Clever Credit Interaction - The current UX works nicely on the Windows client, but not on the web client.

  • Print Selected Invoices from Clever Credit Interaction Screen - Add action to print selected invoices from the Make Phone Call screen. This will allow the user to download a PDF of the invoices and send to the customer while they are on the phone to them.

  • Days to Pay Chart - Add a new chart to the Clever Credit Statistics page to show the trend of a customer's payments over time. Plot the number of days to pay each invoice against time as a line chart. This will allow the user to see at a glance the trend of customer payments over time.

  • View Credit Control Interactions from CLEs (Customer Ledger Entries) - From the CLEs page the user can see invoices on the account. Add a FactBox so that they can see any interactions that have been made with the customer where this invoice has been discussed.

  • Message on Passing Credit Check - Display a message when a document passes the credit check when initiated by the user from the action on the Sales Order.

  • Add Credit Mgt. Items to Relevant Role Centers - Add a navigation to the Accountant and Business Manager profiles.

  • Improvements made to the:

    • Assisted setup pages – fields moved around, clearer labeling of fields and what setup is required.

    • Credit Controller pages – clearer visibility of setup

    • Sales Documents - highlight credit held documents, show necessary Clever Credit fields to carry out sales actions correctly.

  • DateFormula AssistEdits - Add assist edit functionality to dateformula fields that are added to the app. Dateformulas are not easy to work with at the best of times, let alone if we are assuming that the user does not have any Microsoft Dynamics 365 Business Central experience.

Bug Fixes

  • Customer Table is empty Error – this happens when a Credit Controller is linked to a current User, but no customers have bene assigned to the credit controller. If the user, then tries to open the Clever Credit Page it errors.

  • Do Not Calculate Days to Pay for Non-Invoice Cust. Ledger Entries- They are being calculated making the Clever credit statistics entries hard to read.

  • Credit Control Contact Lookup - The Credit Control Contact on the customer card should only lookup to person contacts that are related to the customer account. Currently is it showing all contacts.

Version 1.0

Enhancements

  • Default Data – Providing a function to create some default data when the app is installed. This is to include Aging Bands & Default Credit Controller.

  • Notifications for JIT (Just in Time – prompt accordingly when setup needs to be done, rather than as soon as the App is installed) Setup.

    • Notification to perform global setup when the app is first installed

    • Link to open Credit Control page

    • Notification to create some credit controllers when Credit Control page is opened.

  • Assisted Setup – Assisted setups have been created to help guide users through Clever Credit setup and creating Credit Controllers.

  • Populate Credit Controller Filter on the Clever Credit Page – if you are setup as a credit controller the Clever Credit list will filter customers to those you correspond to. If the current Credit Controller is the default credit controller show customer records that have a blank credit controller value.

  • Unassign Customers on Delete – Customer should be unassigned from a credit controller when they are deleted.

  • Refactor Codeunits - Change Clever Credit to be split into several smaller codeunits.