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Remainder for Collections letter

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Posted on by Sylvia Dixon

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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?

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AshokKumarGuptaEga Microsoft Employee on at

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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

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Ludwig Reinhard Microsoft Employee on at

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Hi Sylvia,

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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