Customer collections letters DMF import

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Posted on by Apix

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Hello folks,

I'm about to process data transfer from a previous system to D365 F&O.

My question is about collection letters. As soon as I get customer invoices from the previous systems do we have a way to import the related collections letters? People from cash collection service need to start in D365 with the right collection letter code.

For example, in my previous system I already sent two collection letters at customer CUST01 for INV01 and INV02. I need to start in D365 with Collection letter code 3 and not 1.

Thanks for your feedback,

Regards

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Ludwig Reinhard Microsoft Employee on at

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Hi Piccin,

You can define the next collection letter that is applied in the customer transaction form.

What you need is thus an update on those transactions to ensure that the next collection letter created in D365FO is in line with the ones created in your prior system.

Best regards,

Ludwig

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Apix 307 on at

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Hi Ludwig,

Perfect as usual.

I did not find a CustTrans Entity to import this status, do you think we must do this manually?

Regards,

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Verified answer

Satish Panwar 14,671 Moderator on at

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Hi PICCIN,

Don't see any entity specific to CustTrans and that's as expected. Also don't see open in Excel feature for the same. If it's handful of transactions, suggest that you plan to update this manually. If lot of transactions, then build a custom entity to update CustTrans collectionLetterCode field.

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