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307Hi,
I would like to know some things about the Credit and Collections module :
- Customer pools : is it possible to get the same functionality with a invoice pool. In my case, my customer dispatch the collection activity by customer invoice (project invoice actually) . I find out how to filter on a financial dimension but this is the customer financial dimension. What I need is to filter on my project invoice financial dimension. May be we can find a work around ?
- Case
- I tried to create a case separably from the Credit and Collection module by using a case type = collection but this case is not listed in Credit and Collections > Collections > Collections cases. (see attached image below)
- The reason why I tried to create a case out of the collection module is that I want to create automatically a case when a project invoice is posted by using microsoft flow. Here again, I haven't figured out how to create this flow.
- The reason why I want to create a case for each invoice is that I need to setup a kind of workflow to validate each collection activity.
- Collection status : Does some Collections status ban the past due transaction from collection letter?
Thanks a lot for your answers,
Kind regards,
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