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Collections Process Automation in D365 Finance is tightly tied to credit and collections transactions, not just GL postings. Since your invoices are imported and only reflected in the GL, the system doesn’t treat them as open customer balances for collections purposes.
To make Collections automation work, invoices need to exist as customer transactions (e.g., posted sales invoices or free text invoices) under Accounts receivable, not just as GL entries.
Custom process for aging + case creation Since you’re considering a custom approach, build a batch job that:
Analyzes customer open balances from the GL or customer aging reports
Triggers creation of collection cases when thresholds (e.g., number of days past due or amount) are exceeded This logic can be tied to Collections case categories, giving you partial automation.
Alternative workaround If feasible, consider importing invoices as free text invoices via data entities. This would allow them to integrate naturally with collections without custom development.
Leverage Power Automate or Dataverse If cases and customer data are exposed through Dataverse, a Power Automate flow could also be used to create follow-up tasks or case records based on aging logic.
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