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Case creation automation

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Posted on by NC-18121538-0

I have a unique issue with Collections Process Automations. We are importing all of our invoices from another ERP platform, and all of them are being written to the GL – which Collections Process automation will not pick those invoices up as past due. This is rendering the whole module useless to us, unfortunately.

We are looking at a custom solution that will create new Cases based on aged balances hitting certain thresholds. Does anyone have any recommendations on how to approach this? Past experiences, etc.

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Dynamics 365 Finance

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Zain Mehmood 4,189 Most Valuable Professional on at

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Hi,

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.

Hope this helps

Zain

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Jonas "Jones&q... 5,010 Most Valuable Professional on at

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It might be a dumb question from my side, but is there a reason why you are not using free text invoices for this?

I did something similar for an integration between Chargebee and D365 Finance.

That way you'll be able to use standard collection processes, as Zain correctly points out.

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Ramesh Kumar 7,547 Super User 2026 Season 1 on at

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Switch to Free Text Invoices / Customer Journals Works natively with Collections Automation Requires integration change

Custom aging + case creation from GL Uses current import process Requires dev effort, lacks D365 automation features

Import via Free Text Invoices or Customer Journal (Preferred)

Thanks

Ramesh

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Jonas "Jones&q... 5,010 Most Valuable Professional on at

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Good you can confirm @Ramesh,

To reiterate what Zain said, it's not automated but part of the normal collection runs in D365 F&O; It's just possible to include the postings in the runs.

If possible, can you share why you cannot use free text invoicing?

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