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AR Collections Process & Collection Letters

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Posted on by PR-10092001-0

We are looking to implement the F&O Credit and Collections module and create an automated process that will send out advance email notifications and a sequence of collection letters. I've found lots of good information on how to set up the automated process, however, documentation on how to define the actual body of the email notification and collection letters - and how to attach them to the action types - seems to be hard to find. Can anybody point me in the direction of solid reference material that goes into detail on how to set up these templates within the apps and integrate them into the automated process? Thanks in advance.

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Dynamics 365 Finance

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CU13020846-1 12 on at

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AR Collections Process & Collection Letters

Sorry .. Just to add some more info on the post:

Results of the first "Process Automation":

Results of the second "Process Automation":

So.. this is what confuses me.. I would expect to see the 3 last invoices on the second run ..? ..

Any help appreciated!

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CU13020846-1 12 on at

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AR Collections Process & Collection Letters

Hi all

I've just set this up, and getting a strange result in testing.. Just wondering if this is as per design..?

Here is my setup Collections Process Setup (for all customers):

I then generated 4 invoices (backdated to roughly 60+ days) for 1 customer, and when I ran the simulation, I received this result:

So I'm confused about this result, as I would expect some consistency in it.. Either ALL invoices fall into Line # C1 (Due7Days), or ALL invoices fall into lines # C10-14 .

Or am I missing something in the logic...?

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Alireza Eshaghzadeh 14,616 Super User 2025 Season 2 on at

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AR Collections Process & Collection Letters

Hi,
Please find the following TechTalk from Microsoft for a better overview of Process Automation for Customer Collections:
Process Automation for Customer Collections and Vendor Payments - TechTalk - YouTube

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Narasimhareddy J 4 on at

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AR Collections Process & Collection Letters

Hi

you can refer the below video.

https://www.google.com/search?q=dunning+letter+setup+in+d365&oq=dunning+letter+setup+in+d365&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIHCAEQIRigATIHCAIQIRigAdIBCjM2Nzc2ajBqMTWoAgCwAgA&sourceid=chrome&ie=UTF-8#fpstate=ive&vld=cid:ceedd155,vid:Zu1acL1v_0w,st:0

Regards,

Narasimha

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