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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit and Collections...
Finance | Project Operations, Human Resources, ...
Answered

Credit and Collections: Process automation

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Posted on by Kseniya 55

Hello everyone!

I'm trying my best to set up the periodic task that will send reminders (via email) about invoices' DD to the customers.

It seems to me that I've checked all the settings. I go to Credit and Collections - Process automation, and then I create a new record:

Step 1 

0410.step1.JPG

Step 2step2.1.JPGstep2.2.JPG

Step 3 2110.step3.JPG

Finally, I get this kind of error:

4011.error.JPG

I can't find where this data should be entered.

Could you please give me some advice? 

I have the same question (0)
  • Verified answer
    OsmanIstanbul Profile Picture
    OsmanIstanbul 2,818 on at

    Hi,

    These fields are activity action type related (your example is email). Do you have any activity process details instead of email? If you change your action type to activity then these fields will be visible for this example as well.

  • Kseniya Profile Picture
    Kseniya 55 on at

    Hi there,

    Well, I've added some random activity after the "email" line) and yes, this helped to get rid of the error! Looks like I was mistakenly thinking that 1 line would be enough to generate reminders for the customers. (I only need an electronic message now before the due date and right after that and actually nothing more). So I have to add at least 1 action?

  • Suggested answer
    OsmanIstanbul Profile Picture
    OsmanIstanbul 2,818 on at

    Hi,

    No, I think that you don't have to add action. But I did not try actually.

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