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Credit and collections module - difference between collection cases and collection activities

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Posted on by simonsmith101

Wondering if someone could refer me to a good description of below and what the difference is. Also when would you use either?

Secondly what does "enter an action for a completed action mean"?

Thanks

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Sheela Ningappa on at

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Hi Simon,

Please verify the below link:

docs.microsoft.com/.../collections-and-credit-in-accounts-receivable

docs.microsoft.com/.../

Thanks,

Sheela

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Paul Sinnott 90 User Group Leader on at

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Hi Simon,

To put it simply cases are a collection of activities and activities have 4 types in F&O: Action, task, appointment and event.

create an action, which is a unit of work that is completed in the past

A task, which is a unit of work that is to be done in the future

To create an appointment, which is a scheduled meeting

To create an event, which is something that has already occurred

As standard activities, when created, are typically linked to a specific document e.g. overdue invoice. However, if you wanted to track activities performed for chasing a number of invoices e.g. the customer is having financial difficulties rather than an issue with a single invoice, then you would create a 'case' and track the activities at the case level rather than recording them on the individual invoices.

Hope this helps.

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Ludwig Reinhard Microsoft Employee on at

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Hi Simon,

Personally, I use activities to set reminders and link them to outlook. That's stuff for me.

Collection cases are used when you need to coordinate with others and need to work as a team on something.

Best regards,

Ludwig

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JuleWergne 12 on at

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hello Ludwig Reinhard Simon Smith

I have a question: how can I actually create an activity (e.g. action or task) in Collections-->Aged balances?

There are no default task types, and I also cannot find how I can create a new task, because the button "create task" is deactivated.

Could you help please?

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Octavio Martinez 5 on at

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Hello Jule,

First you need to select the type and populate the "purpose" field, then the button should be available. If you haven't created an action type yet, you should do it in the Sales and marketing module - Setup - Activities - Activity types

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