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Could I create a reminder for the collection letter sequence . Example collection letter 2 has 15 days before I send out the second letter. If possible I would like to setup a reminder to let me know its time to process letter two. Is this possible in D365?
Hi Sylvia,
We don't have a reminder functionality to generate collection letters. The collection letters will get created/generated as and when you run the transaction from Credit and collections > Collection letter > Create collection letters.
For more information you can refer to docs.microsoft.com/.../process-collection-letters in case you didn't come across before.
Hope this helps to answer your questions. If so kindly mark the thread as answered.
Best Regards
Ashok Kumar Gupta Ega
I would not consider this remainder as something that you need in D365FO.
You can simply do that by setting up an MS Outlook remainder that occurs on a regular basis.
What you might look up in D365FO though is the aged balance list page.
If you select a customer with open transactions then you can create cases and activities for individual open invoices.
Best regards,
Ludwig
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