web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Collection letters and...
Finance | Project Operations, Human Resources, ...
Suggested answer

Collection letters and automatic or manual posting using Process automations

(0) ShareShare
ReportReport
Posted on by Kristina K 270

Credit collection letters and automatic postings.

 

I would like to know if there is a way to make the postings of collection letters being automatically posted?

 

The collection is a part of being setup in the process automations.

 

I can see that the collection letters are being created when the process in running.

 

The series is setup

  1. Collection letter 1
  2. Collection letter 2
  3. Collection

 

I would like to understand if the letters in step 1 and 2 can be automatically posted after being created and that the letter in step 3 will only be manually handled after creation.

I have the same question (0)
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Collection letters and automatic or manual posting using Process automations
    Hi Kristina,
    There is an old thread similar to your question in the forum, it mainly mentions that some processes of collection letters can be automated, but the review, posting and sending functions must be done manually, you can check for details.
    Dynamics Community Forum Thread Details [8f0f-86fe-417-3054]
    Above, please kindly noted.
    Best Regards,
    Hana

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 813

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 738 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 566 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans