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Dynamics 365 Community / Forums / Finance forum / Past collection tracking
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Past collection tracking

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Posted on by Community member 3
 
    Günü geçmiş tahsilatların takibini nasıl yapabilirim? Örneğin; 4 aralık tarihinde yapılmış olması gereken fakat yapılmamış müşteri tahsilatlarını liste halinde görüntülemek istiyorum. 
 
 
Translated in English by moderation: 
How can I keep track of overdue collections? For example; I want to display in a list the customer collections that should have been made on December 4, but were not made.
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Retail
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BI and Analytics
Financial Management
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Past collection tracking
    Hi,
    In order to facilitate everyone's understanding, Billur's suggestions are as follows:
    You can extract payment lists from Accounts Receivable -> Payment Journal, organized by daily entries.
    Alternatively, you can query from the Open Transactions (Invoices) form by providing date criteria.
     
    And you can also view documentation on managing and collecting overdue customer payments:
    Manage and collect overdue customer payments | Microsoft Learn
    Best Regards,
    Hana
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,584 Super User on at
    Past collection tracking
    Please provide English answers, so we all understand and can follow the discussion.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Super User on at
    Past collection tracking
    Merhaba,
     
    Ödeme listelerinden (Alacak Hesapları -> Ödeme Günlüğü) ödeme listesi çekebilirsin günlük üzerine.
     
    Ya da açık hareketler  (Faturalar) formundan tarih kriteri vererek de sorgu yapabilirisn.
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 14,932 Super User on at
    Past collection tracking
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,584 Super User on at
    Past collection tracking
    Hi Community user,
     
    The only way to find out of collections were not generated, is by using collection generation process. That will run across the customer transactions and checks if the payment is overdue and what collection letter to generate after a specific grace period.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,584 Super User on at
    Geçmiş tahsilat takibi
    Hi Community user,
     
    This is an English lingual forum. I have used an online translator for you to have the question understandable by all forum participants.

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