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Collection Letters

Posted on by 175

In the credit Collection module - Collection letter sequence - Can each individual collection be assign to their  accounts? For example  I have a collection of pools of all my accounts  can I do this.?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,232 Super User 2024 Season 2 on at
    RE: Collection Letters

    Hi Sylvia,

    Features which are in preview can be enabled using the Feature management workspace. See also: docs.microsoft.com/.../feature-management-overview

  • Junaid Idrees Profile Picture
    Junaid Idrees 12,746 on at
    RE: Collection Letters

    Hi Sylvia Dixon,

    Can you please open a new thread. The ticket is already mark as verfied.

  • Sylvia Dixon Profile Picture
    Sylvia Dixon 175 on at
    RE: Collection Letters

    Were will I find this in D365. My IT department have update the  new information

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,232 Super User 2024 Season 2 on at
    RE: Collection Letters

    Hi Sylvia,

    If you open the link (shared above) again, you will be able to see the status. There are features open now for public preview.

  • Sylvia Dixon Profile Picture
    Sylvia Dixon 175 on at
    RE: Collection Letters

    Do you know if this was added this month Automatic collection task creation

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,232 Super User 2024 Season 2 on at
    RE: Collection Letters

    Hi Sylvia,

    The form I was referring to is: Credit and collections > Collections > Aged balances.

    There was an ISV solution with advanced credit management functionality. Microsoft acquired this solution and will add the features to the product starting in October 2020. docs.microsoft.com/.../planned-features

    I'm not aware of other solutions.

  • Sylvia Dixon Profile Picture
    Sylvia Dixon 175 on at
    RE: Collection Letters

    Andre, is there a third party solution for this ?

  • Sylvia Dixon Profile Picture
    Sylvia Dixon 175 on at
    RE: Collection Letters

    Andre,  How would I access this in credit management overview?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,232 Super User 2024 Season 2 on at
    RE: Collection Letters

    Hi Sylvia,

    On the form you shared, there is no out of the box filtering option. You can use the credit management overview which do have the option to view the customers and open balances per collection pool. For this form you have to consider a customization.

  • Sylvia Dixon Profile Picture
    Sylvia Dixon 175 on at
    RE: Collection Letters

    We have 4 collectors and I would like for  to have the option of them to be able view their assign accounts with their names.  Is this something that D365 can do?

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