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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.?
Hello Sylvia,
I don't understand the question. Can you rephrase it and/or provide an example/screenprint?
Many thanks,
Ludwig
Hi Sylvia,
Are you referring to define Collection sequence to individual customer or customer group?? If yes then yes it can be done at customer master .
Thank you for your reply. We have 4 collectors that have ownership of their assign accounts. I would like for them to be able to create or view their customer pools instead in the collection portal. Thank you
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?
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.
Andre, How would I access this in credit management overview?
Andre, is there a third party solution for this ?
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.
Do you know if this was added this month Automatic collection task creation
If you open the link (shared above) again, you will be able to see the status. There are features open now for public preview.
Under review
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