Customer collections letters DMF import

(0) Share

Report

Posted on by Apix

307

Hello folks,

I'm about to process data transfer from a previous system to D365 F&O.

My question is about collection letters. As soon as I get customer invoices from the previous systems do we have a way to import the related collections letters? People from cash collection service need to start in D365 with the right collection letter code.

For example, in my previous system I already sent two collection letters at customer CUST01 for INV01 and INV02. I need to start in D365 with Collection letter code 3 and not 1.

Thanks for your feedback,

Regards

I have the same question (0)

All responses (3)

Answers (2)

Verified answer

Satish Panwar 14,669 Moderator on at

Like (2)

Report

RE: Customer collections letters DMF import

Hi PICCIN,

Don't see any entity specific to CustTrans and that's as expected. Also don't see open in Excel feature for the same. If it's handful of transactions, suggest that you plan to update this manually. If lot of transactions, then build a custom entity to update CustTrans collectionLetterCode field.

Was this reply helpful? Yes No
Apix 307 on at

Like (0)

Report

RE: Customer collections letters DMF import

Hi Ludwig,

Perfect as usual.

I did not find a CustTrans Entity to import this status, do you think we must do this manually?

Regards,

Was this reply helpful? Yes No
Verified answer

Ludwig Reinhard Microsoft Employee on at

Like (3)

Report

RE: Customer collections letters DMF import

Hi Piccin,

You can define the next collection letter that is applied in the customer transaction form.

What you need is thus an update on those transactions to ensure that the next collection letter created in D365FO is in line with the ones created in your prior system.

Best regards,

Ludwig

Was this reply helpful? Yes No