Supply chain | Supply Chain Management, Commerce

Aged Balance filter for POOL is greyed out

(0) Share

Report

Posted on by Peter Shepherd

262

In F&O, Credit and Collections -→ Aged Balances the header row has a filter called “POOL”. It's greyed out for our Credit Manager and I can't figure out why. She has access in our Sandbox environment and has the exact same Security Roles there.

Can someone tell me how to expose that filter for users?

Print screen is attached.

Aged Balance - Po...

Categories:

Dynamics 365 Supply Chain Management

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Subra 2,173 Super User 2026 Season 2 on at

Like (0)

Report
Copy link

Link copied!

Hi @Peter Shepherd

Did the user able to filter the record in the sandbox environment with the same role and Privilege?

Also, could you please let us know which version you have been using and which roles you have assigned to the users?

Thanks,
Subra

Was this reply helpful? Yes No
Aayush Tiwari 367 on at

Like (0)

Report
Copy link

Link copied!

Hello @Peter Shepherd
My understanding of your query - the user have same rights in prod and sandbox environment & she is able to use the filter in one environment and not on the other environment. If am i correct, please share the both environment version details and what privileges are assigned to the user.
Regards
Aayush Tiwari

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 307,003 Super User 2026 Season 2 on at

Like (0)

Report
Copy link

Link copied!

Hi Peter,

In case the security settings are the same, then probably the Collection pools and agents aren't configured correctly. You can define collection pools to make groups of customers. On the collection agents page, you can set up the collection users and link them to one or more pools.
You can find the configuration pages in Credit and collecions > Setup

Was this reply helpful? Yes No