Hello Experts,
There is a new functionality released by the Microsoft with regard to Collections process automation.
I have gone through the doc link docs.microsoft.com/.../collections-process-automate but failed to understand the behavior or logic behind the steps followed.
My assumption was that the Action type configured in the Process detail will execute for all the Invoices chronologically when the conditions are satisfied as per Process hierarchy configured. My assumption failed here, as D365FO created a Activity for one of the open invoice and not for all the open invoice. And other steps such as Pre-Dunning, Email and Collection letter did not execute at all.
I am working on the below version of D365FO
Installed product version : 10.0.18 (10.0.793.41)Installed platform version : Update42 (7.0.5968.16999)
Can somebody please help me here as what am I missing to configure or understand.
My Actual scenario is:
1. Want to create a activity for all the open invoices which are due before 5 days of invoice is due and to send a pre-dunning letter (collection letter) to a customer.
2. Want to create a activity for all the open invoices which are due after 0 days of invoice is due.
3. Send a collection letter to a customer after the 10 days of invoice is due.
4. Send a collection letter to a customer after the 25 days of invoice is due.
All the above process details is related one hierarchy. As these are the common strategy applied to all the customers.
Regards,
Sandesh
