Clever Dynamics - Change Log

Version 2.8.10 – Release Date 08/11/2024

Change Type	Description
Enhancement	Displayed the Clever Interaction Types Field on the Clever Interactions List Page
Enhancement	Updating Help Links for Co-Pilot Chat
Bug Fix	Resolved Issue with the Customer Account Status Field not updating correctly
Bug Fix	Resolved Issue with the Call button on Clever Interactions
Bug Fix	Resolved Issue with Users not being able to Print Service Invoices from Clever Interactions
Bug Fix	Resolved Issue with Documents being Released from Credit Hold incorrectly

Version 2.8.9 – Release Date 30/09/2024

Change Type	Description
Enhancement	Business Central Version Changes
Enhancement	Add Credit Control Activities to Additional Role Centres
Bug Fix	Resolved Issue which Occurred when Releasing Sales Orders
Bug Fix	Resolved Issue with Insured Limit Error

Version 2.8.8 – Release Date 16/09/2024

Change Type	Description
Bug Fix	Resolved Issue which Appeared on Preview Posting of Invoices/Orders

Version 2.8.7 – Release Date 03/09/2024

Change Type	Description
Bug Fix	Resolved Issue around Creating To-Do's causing an Error to appear

Version 2.8.6 – Release Date 13/08/2024

Change Type	Description
Bug Fix	Initialise Grace Period Due Date on install

Version 2.8.5 – Release Date 25/07/2024

Change Type	Description
Bug Fix	Apply the Default Grace Period Due Date to all Customers
Bug Fix	Resolved Issue with Interaction Notes only being Transferred to First Line of To-Do

Version 2.8.4 – Release Date 27/06/2024

Change Type	Description
Enhancement	Integration with Payment gateway to allow the ability to process payments from the Customer Interactions
Enhancement	New setting in Credit Control Setup screen where zero value orders can bypass the credit held process
Enhancement	Improved filter capabilities within Customer Credit Status list to allow filtering by Global Dimensions.
Enhancement	Inclusion of Insured Limit (LCY) on the Customer Credit Status list from the Customer card
Bug fix	Made Credit Control Setup searchable
Bug Fix	Resolved issue that prevented automated processes (on Job Queue) from Releasing a batch of Sales Orders. System will now Release Orders that pass the Credit Check and Hold those that don't (Status will remain Open) but will not show the Clever Credit error message - which caused the job queue to remain in an Error state previously
Bug Fix	Manage Credit Status would close down the open Sales order after approving the credit check. New window now opens so that Sales order remains open.

Version 2.8.3 – Release Date 07/06/2024

Change Type	Description
Bug Fix	Resolved broken link issue with the "Learn More" option on the Installed Extensions screen
Bug Fix	Resolved issue where updates to the "Default Grace Period" setting on Credit Control Setup was not updating relevant Customer Ledger Entries correctly. This only applies to Customer that have no "Overdue Credit Grace Period" setup on the Customer Card.

Version 2.8.2 – Release Date 04/04/2024

Change Type	Description
Enhancement	BC23 Compatibility Updates: Method 'Update' is marked for removal. Reason: Replaced with method UpdateChart that takes Business Chart control add-in as parameter

Change Type

Description

Enhancement

BC23 Compatibility Updates:

Method 'Update' is marked for removal. Reason: Replaced with method UpdateChart that takes Business Chart control add-in as parameter

Version 2.8.1 – Release Date 29/02/2024

Change Type	Description
Enhancement	Compatibility with the Clever Payment Plan App. This includes ensuring that Payment Plan Invoices are not taken into account in the customers Credit Limit.

Version 2.8.0 – Release Date 09/02/2024

Change Type	Description
Enhancement	Grace Period Due Date field added to Customer Ledger Entries screen
Enhancement	Notes function added to Interactions against Selected Entries
Enhancement	Added new Indicator icons within Ageing Bands to be used on the Customer Credit Status page.
Enhancement	Aged Accounts Receivable shown in chart form against new Credit Control Interaction
Enhancement	Pre-payment Paid invoices no longer subject to credit check
Enhancement	Document Links functionality added to Clever Credit Interactions which can be setup to copy to the Customer Ledger entry
Enhancement	Increase to the size of the Notes section within Credit Control To-Do card with additional formatting improvements.
Enhancement	Credit Control related actions updated throughout the app to make more accessible within new BC menus.
Issue Resolution	Updated notifications on installation to refer to new screen names
Bug Fix	Fixed error when German Language used when clicking the Recalculate All within the Clever Credit Status page.
Bug Fix	Amount Cr. Released field not previously updated when credit releasing a Sales Order

Version 2.7.6 – Release Date 06/12/2023

Change Type	Description
Enhancement	Allow multiple Clever Credit Status Codes to be setup to record a Promised Payment Details on Interactions
Bug Fix	Resolved issue with the Clever Credit Setup Job Queue wizard creating a Job for the incorrect update process
Bug Fix	Prevent immediate trigger of the Credit Controller Update process for Ledger Entries used when upgrading from a previous version of Clever Credit and ensure the notification is only shown to Credit Controllers. Replaced immediate trigger with Job Queue Wizard to instead setup a schedule for the process (which should be run outside normal business hours).

Version 2.7.5 – Release Date 01/12/2023

Change Type	Description
Bug Fix	Resolved Error which stopped Users from converting a Sales Quote into an Order
Bug Fix	Resolved Issue which prevented Users from upgrading Clever Credit Versions

Version 2.7.4 – Release Date 20/11/2023

Change Type	Description
Enhancement	New Indirect Permission Set created for assignment of users that only require Indirect read/write access to Clever Credit

Version 2.7.3 – Release Date 16/11/2023

Change Type	Description
Bug Fix	Resolve issue which resulted in "Calculate Credit Control Statistics" process taking a long time to complete
Enhancement	Give the user the control to decide whether to run the "Calculate Credit Control Statistics" when the "Customer Credit Status" screen is opened - previously this process kicked in immediately upon the screen being opened (if the process had yet to run today) causing the user to have to wait for the screen to open.

Version 2.7.2 – OnPrem Environments Only - Release Date 30/10/2023

Change Type	Description
Bug Fix	Resolve an issue with a dependency app with a subscriber to a Codeunit which also has an ExternalBusinessEvent causes the BC22 and BC23 on prem environments to be left in an unstable state. This only occurs with On-Prem Environments.

Version 2.7.1 – Release Date 30/10/2023

Change Type	Description
Bug Fix	Resolve Issue with the Amount Cr. Release (LCY) Field was not being set if the Credit Check was OK.

Version 2.7.0 – Release Date 24/10/2023

Change Type	Description
Enhancement	Clever Credit Interactions - usability improvements have been added to improve the creation of Interactions and provide quick access to features you may want when contacting a Customer - e.g. Navigate to Cash Receipt Journal to record a payment. See Credit Control Interactions for further information.
Enhancement	Clever Credit screen renamed to "Customer Credit Status" and new features added to enhance the information available to the Credit Controller. See Customer Credit Status for details on the new functionality.
Enhancement	The phrase "Clever Credit", used for screen names across the Application has been replaced by "Credit Control", e.g. Clever Credit Setup becomes Credit Control Setup. Search terms still exist so that users familiar with the existing name can still find the relevant information by the existing phrase.
Enhancement	New setup wizard implemented on "Credit Control Setup" to assist the user to setup the "Calculate Credit Control Statistics" routine as a batch process.
Enhancement	Increased timeout period for Statistics calculation background task to reduce chance of timeout limit being hit and process being aborted.
Enhancement	Moved Credit Release check from Manual Release trigger to standard Release Trigger, meaning that Credit Status can be checked when the Release process is always triggered, not just when manually triggered by users.
Bug Fix	Fixed Issue with new Modern Action Bar changes leading to actions being hidden from the user.
Bug Fix	Change to prevent blank Ageing Bands records, which led to issues when calculating statistics.
Bug Fix	Upon converting a Sales Quote to Order (or Invoice) the system previously copied across the Credit Status which could lead to an Order being Released when the Customer is Overdue or beyond their Credit Limit. Change also applied to Service Quote and Blanket Order conversion processes.
Bug Fix	Fix issue with the Credit Control Contact Name not updating on the Customer Card when the Name is changed on the Contact Card.
Bug Fix	Removed the Credit Controller filter which was being applied to Customer Ledger when the page is opened, meaning that you couldn't (without removing the filters) see the list of Ledger Entries.

Version 2.6.1 – Release Date 26/07/2023

Change Type	Description
Enhancement	Improved performance - Modification made so when the "OnAfterInsertDetailedCustLedgEntry" is triggered and the Clever Credit Setup page has "Recalculate On Cust. Ledger Entry Insert" set to false, it updates the balances for the "Clever Credit Cust. Stats TMN" factboxes in a background session. The factboxes are located on the Clever Credit and Credit Held List pages.
Enhancement	Additional fields added to Service Held documents in adaptive card in Teams.
Enhancement	Aging Bands list re-named to "Ageing Bands" for continuity in BC with other Ageing functionality.
Bug Fix	Added new notification on installation of Version 2.6.1 for "Update Now" to perform a background session and update the Customer Ledger Entries screen with the Credit Controller Code.
Bug Fix	Drilldown for the Overdue Balance on the Clever Credit page and the Clever Credit Statistics Factbox (located on the Credit Held List and Clever Credit page) modified to reflect the true Overdue Balance for the entries it contains. This has been changed to use the Due Date filter based on "Todays" date instead of Work Date, as well as including the Date Filter.

Version 2.6.0 – Release Date 30/06/23

Change Type	Description
Enhancement	Calculate Customer Statistics Action in Ribbon of Clever Credit Setup changed to match notification to run the Statistics.
Enhancement	Default Overdue Credit Grace Period field added to Clever Credit Setup as Global setting.
Enhancement	Fast creation of a Credit Control contact from the Customer Card, so that when entering the Contact Name, a Contact No is automatically created and populated on the Customer card within the Clever Credit Fasttab.
Enhancement	Credit Controller field added into the Personalisation for Clever Credit page
Enhancement	Customer Details Factbox added into the Personalisation for Clever Credit page.
Bug Fix	No of Overdue To-Do's has been fixed in the Clever Credit page to show the correct values ensuring they match the values shown in the Clever Credit Statistics Factbox.
Enhancement	Tooltips added and fields renamed for Bal.Over Cr. Limit (LCY) at Credit Check and Overdue Balance (LCY) at Credit Check on Credit Held List. DateTime Credit Held field also added along with Help Tips. Bal.Over Cr Limit (LCY) at Credit Check and Overdue Balance (LCY) at Credit check changed to continue showing the same values regardless of payments being received.
Enhancement	Total fields updated on Credit Held List to update with the correct values based on the Amount Credit Released values when multiple entries selected.
Enhancement	Clever Credit Statistics Factbox added to the Clever Held List page.
Enhancement	External Document No available in the Ledger Entries screen via the Clever Credit Interactions page.
Enhancement	Clever Credit To-Do list now includes Notes Factbox
Enhancement	Clever Controller Filter added to Clever Controller list to assist with Role Center cue's. Also includes new cue for Unassigned Credit Controllers to display any customers without a Credit Controller.
Bug Fix	Clever Credit Dashboard fixed to show the Chart in Chart Settings.
Enhancement	Credit Checks now work on Sales Orders that have Pre-payments.
Enhancement	Clever Credit Default Grace Period (in Customer card and Credit Setup page) will error where negative entry is used. Value must now be positive.
Enhancement	Hook into external business events to release credit held documents via Microsoft Teams.

Version 2.5.0 – Release Date 09/01/23

Change Type	Description
Enhancement	Increased the Maximum Number of Aging Bands to Ten
Enhancement	New Collected Summary Report
Enhancement	New Fields added to Credit Clever Status Codes: - Payment Promised - Queried - Query Resolution Target - Query Resolution by Me - Default On Hold
Enhancement	Amendments to Clever Credit Install Codeunit to reduce install time
Enhancement	New Field Added to Clever Credit Setup - Exclude Credit Held Documents
Enhancement	Changes to Credit Control Activities Role Centre: - Renamed "Customers Overdue" Cue to "Entries Overdue" - New Cue Added "Overdue" - New Cue Added "Value (LCY) Overdue" - New Cue Added "Value (LCY) Credit Held" - New Cue Added "Service Credit Held Documents"
Enhancement	New Field Added to Clever Credit Setup - Credit Control Reporting Period. This works with the Collection Cues on Clever Credit Activities Role Centre
Enhancement	Improvement the Caption Information on Clever Credit Interaction Page
Enhancement	Addition of Clever Interaction Types
Enhancement	New Action Added to Clever Credit Interaction Page - Select All Overdue
Enhancement	New Option Added to Credit Review Chart to allow it to be Expanded
Enhancement	Addition of Functionality to Allow Lookup to Companies House URL
Enhancement	Changes to Credit Control Interactions to Resolve Updates being made incorrectly
Enhancement	New Field Added to Credit Held List - Amount Including VAT
Enhancement	New Field Added to Service Held Credit List - Amount Including VAT
Enhancement	Business Central Compatibility Changes: - Update Navigate - Update Variables - Update App to Runtime9
Enhancement	Add Clever Credit Training Videos into standard Business Central Product Video
Enhancement	Added Dashboard Page Parts to BOOKKEEPER and ADMINISTRATOR Role Centres
Enhancement	Added Updated Clever Credit Logo into App
Bug Fix	Resolved Issue with Copy Document Function Bypassing Credit Check Functionality
Bug Fix	Resolved Issue with Payment Tolerance Causing Incorrect Clever Credit Balance
Bug Fix	Changed Fields Names to be Consistent on Clever Credit Interaction Page
Bug Fix	Resolved Issue to allow the Assignment of Multiple Customers to a Credit Controller

Version 2.4.3 – Release Date 20/12/22

Change Type	Description
Bug Fix	Resolved Issue to allow the calculation Service Header and Line Amounts before attempting to do checks on Document Release

Version 2.4.2 – Release Date 22/07/22

Change Type	Description
Bug Fix	Corrected Issue with Recalculation on Posting/Closing Invoice Entries

Version 2.4.1 – Release Date 19/05/22

Change Type	Description
Enhancement	BC20 Compatibility - Set TestPermissions to Disabled
Bug Fix	Corrected Issue with Permission for Service Documents
Bug Fix	Resolve the Error which occurred when a Customer was renamed

Version 2.4.0 – Release Date 13/04/22

Change Type	Description
Enhancement	'Balance Over Credit Limit' and 'Over Balance' Fields on Credit Held List are now updated when Payments are processed.
Enhancement	New 'Insured Limit (LCY)' Field Added to Customer Card
Enhancement	Support for Service Documents to be Credit Held
Enhancement	Include "LCY" in Column Names when Exporting the Clever Credit Page into Excel
Enhancement	Add 'Credit Limit Last Checked' Functionality for Customers
Enhancement	Updates Required for BC20 Release
Enhancement	Added "Do Not Show Again" Functionality to Clever Credit Notifications
Bug Fix	Fixed Issue with being able to process Sales Quotes/Blanket Orders when they should be Credit Held
Bug Fix	Fixed Issue with being able to create Production Orders for a Credit Held Document

Version 2.3.11 – Release Date 17/11/21

Change Type	Description
Bug	Erroneous To-Do Creations

Version 2.3.10 – Release Date 19/10/21

Change Type	Description
Enhancement	Convert Permissionset XML to Object
Enhancement	Address BC19 Compiler Warnings

Version 2.3.9 – Release Date 13/10/21

Change Type	Description
Enhancement	Show 'No of Held Documents' on Clever Credit Page
Enhancement	Add Overdue Balance (LCY) to Clever Credit Statistics FactBox
Enhancement	Clever Credit Fields Added to Customer and Configuration Templates
Enhancement	Change to Permission Set Objects
Bug	Installation Failure with French Localisation
Bug	Fix Issues with Promised Payment Date To-Do’s Entries being created incorrectly.
Bug	Error generated from ‘Credit Held List’ when drilling down to Customer.

Version 2.3.8

Change Type	Description
Bug Fix	Interactions not saving

Version 2.3.7

Change Type	Description
Bug Fix	Status on Credit Released Orders - Release order from the Credit Held list, sets the Credit Status to "OK" It should set the Credit Status to "Credit Released". The filtered release list doesn’t show the orders that have been released, because its filtered to "Credit Released"
Enhancement	Reassign Credit controller - Once a Credit Controller has been assigned to a Customer there isn’t a way to reassign them to another credit controller
Enhancement	Customer Posting Group added to main page

Version 2.3.6

Change Type	Description
Bug Fix	Error renumbering customer record

Version 2.3.5

Change Type	Description
Bug Fix	Recalculate All / Recalculate Entries does not update customer status

Version 2.3.4

Change Type	Description
Bug Fix	Customer modify permission still required after fix in 2.3.2

Version 2.3.3

Change Type	Description
Bug Fix	Upgrade code missing permissions

Version 2.3.2

Change Type	Description
Enhancement	Users entering sales orders no longer require Customer modify permissions The Account Status field on the customer record may be updated when an order is entered and released which previously required explicit modify permissions on the Customer table The Clever Credit permission set now includes Indirect modify permission to the customer table which is elevated by the account status calculation code

Change Type

Description

Enhancement

Users entering sales orders no longer require Customer modify permissions

The Account Status field on the customer record may be updated when an order is entered and released which previously required explicit modify permissions on the Customer table

The Clever Credit permission set now includes Indirect modify permission to the customer table which is elevated by the account status calculation code

Version 2.3.1

Change Type	Description
Bug Fix	Rename query web service CredCtrlRemainAmt to CreditCtrlRemainAmtStatus (workaround for an issue upgrading BC SaaS tenants)

Version 2.3.0

Change Type	Description
Enhancement	New action on setup page to perform calculation of Clever Credit statistics (rather than on installation of the app)
Enhancement	Ability to select different contacts on the interaction page
Enhancement	Call manual release methods in Release Sales Documents codeunit
Enhancement	Select/deselect highlighted entries on interaction subpage
Enhancement	Different interaction types - ability to select between them on the interaction page "Make Phone Call" label changed to "Create Interaction"

Version 2.2.22

Change Type	Description
Enhancement	Dependency on Clever Dashboard app to provide dashboard measures and charts on role centres
Enhancement	New queries published as web services to support dashboard measures
Enhancement	Before/After events in Credit Mgt. - Release codeunit
Enhancement	Performance improvements to the calculation of Clever Credit statistics

Version 2.2.21

Change Type	Description
Enhancement	Cancelling Credit Check. User currently has no way of cancelling the request for the accounts dept to review the order. Add a new action that will allow the user to cancel the credit check while the status is still credit held.
Bug Fix	Calculation of Selected Entries on Make Phone Call Page – issue when entries were being selected and unselected during an interaction. The totals are not being displayed on the header of the interaction card.
Bug Fix	Style Credit Status on Sales Header. Call to SetCreditManagementStatusStyle is OnValidate of field "Credit Mgt. Status Style TMN" which is never called. Make this call from OnValidate of "Credit Status TMN". Set Style and StyleExpr properties on Sales Order page.

Version 2.2.20

Change Type	Description
Enhancement	On Before/ After Manual Release Events - Add events before/after manual release in the Credit Management codeunit to allow custom subscribers to override or extend the checks that are performed when an order is released.
Enhancement	Allow a custom subscriber to have a custom definition of Overdue Credit TotalOverCreditLimit Or just override the entire function to decide whether a particular order should be credit held or not
Bug Fix	Table IDs do not match error when clicking on Customer No. link in Stats FactBox.

Version 2.2.19

Change Type	Description
Bug Fix	Creating an Interaction Hangs - When using "Make Phone Call" from the to-do list page.

Version 2.2.18

Change Type	Description
Bug Fix	Handle licenses for trials and licenses the same i.e. the definition for AppIsLicensed() should be the same irrespective of the type of license.

Version 2.2.17

Change Type

Description

Bug Fix

2.2.16 has two fields:

"Company Registration No."

"Company Registration No. TMN"

Bug Fix

We cannot publish this version to AppSource with a field without the TMN suffix. We will need to remove the first field and ForceSync when we upgrade.

Version 2.2.16

Change Type	Description
Enhancement	Use Clever Config Licensing - Use new functions in Clever Config to acquire the license count.
Bug Fix	The date is not valid - 0D due date - Handle customer ledger entries with blank due date when calculating overdue days

Version 2.2.15

Change Type	Description
Enhancement	Add Company Registration No. to customer card
Bug Fix	Handle field rename - Handle field rename for fields which were over 30 char before. Allow for upgrading from previous versions

Version 2.2.14

Change Type	Description
Enhancement	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 Fix	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.
Bug Fix	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.
Bug Fix	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

Change Type	Description
Enhancement	Renumber into Clever Finance Range - Renumber into 9097029 - 9097128
Enhancement	Rework calling Customer Statement - MS are changing how the customer statement gets called. We need to copy in Clever Credit.
Enhancement	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
Enhancement	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.
Enhancement	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.
Enhancement	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

Change Type	Description
Enhancement	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.
Enhancement	Optionally Bypass Cust. Account Status Calculation - Especially for data migration scenarios. Otherwise the calls the CLE. Modify cause a calculation each time.
Bug Fix	NA Build Failing - Reference to VAT Statements - Fix build for NA image - otherwise installation will fail for US and CA tenants.
Bug Fix	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.
Bug Fix	A CLE without a customer no. is valid e.g. when some data compression has been performed on the db.

Version 2.2.11

Change Type	Description
Enhancement	An option has been added to the My Notifications page to optionally disable credit held notifications on sales documents.
Bug Fix	Fix to update the account status on the bill-to customer
Bug Fix	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
Bug Fix	Update the actions to get the corresponding Customer entry first, and pass this to DD

Version 2.2.10

Change Type	Description
Bug Fix	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.
Bug Fix	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

Change Type	Description
Enhancement	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 Fix	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

Change Type	Description
Enhancement	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)
Enhancement	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 Fix	SETFILTER on Hold Incorrect - Overdue Credit query uses a filter on the On Hold field

Version 2.2.6

Change Type

Description

Enhancement

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

Change Type	Description
Enhancement	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

Change Type	Description
Enhancement	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.
Enhancement	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.
Enhancement	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).
Enhancement	Code Analysis - a tidy up to stop the repository throwing up warnings from the code analysis.
Enhancement	UI/UX Changes - Changes to the UI, promoted actions, captions etc. particularly around the Credit Held List and Manage Credit Status
Bug Fix	Overflow Error Showing on Chart - Overflow error decimal to integer attempting to drilldown on average days to pay.
Bug Fix	License details not visible - No way to get to licence details page from Clever Credit page.
Bug Fix	FactBox on Customer Ledger Entries Shows Unrelated Interactions - Ensure that only interactions for the given ledger entry are shown in the FactBox.
Bug Fix	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.
Bug Fix	Overflow on Decimal -> Int – occurs when displaying the chart on drilldown of Avg. Days to Pay for a customer

Version 1.0.3

Change Type

Description

Enhancement

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 Fix

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

Change Type	Description
Enhancement	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 Fix	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

Change Type	Description
Enhancement	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.
Enhancement	Rework Select Column on Clever Credit Interaction - The current UX works nicely on the Windows client, but not on the web client.
Enhancement	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.
Enhancement	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.
Enhancement	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.
Enhancement	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.
Enhancement	Add Credit Mgt. Items to Relevant Role Centers - Add a navigation to the Accountant and Business Manager profiles.
Enhancement	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.
Enhancement	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 Fix	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.
Bug Fix	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.
Bug Fix	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

Change Type	Description
Enhancement	Default Data – Providing a function to create some default data when the app is installed. This is to include Aging Bands & Default Credit Controller.
Enhancement	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.
Enhancement	Assisted Setup – Assisted setups have been created to help guide users through Clever Credit setup and creating Credit Controllers.
Enhancement	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.
Enhancement	Unassign Customers on Delete – Customer should be unassigned from a credit controller when they are deleted.
Enhancement	Refactor Codeunits - Change Clever Credit to be split into several smaller codeunits.