customer Agent and Customer pools

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Posted on by Sylvia Dixon

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Hi All,

I have a couple of questions concerning the customer agent/pools in D365

1. Can i delete agent or pool after the setup? I am having issue withe deleting the agent

2. Can i run my customer aging report as customer pools/customer agents?

3. Can I manual added a new collector that is not in the add? we have new works and there name is not on the add names?

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Ludwig Reinhard Microsoft Employee on at

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Good Morning Sylvia,

For No 1: I can create and delete a pool without problems. Is it possible that you have a customized role assigned that does not allow you deleting pools?

For No 2: Please setup a pool with the pool type aging snapshot. Your previous screenprints show all 'collections' in the pool type field

For No 3: Also here there might be a setup / role issue. Can you check that the persons you want to add are correctly setup as employees, that they have access to the company and that they have the correct role assigned?

Best regards,

Ludwig

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Sylvia,

Some additional insights from my side:

1) Have you verified if the pool "Bruce" has been assigned to an existing collection agent? Your third screenshot clearly mentions that it has been assigned to a collection agent. On the first screenshot it is not linked to Joseph, but probably one of the other three?

2) See the reply from Ludwig

3) Have you setup the person as active worker with an employment in the legal entity?

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Sylvia Dixon 179 on at

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I was able to correct the set up but I could not run the Aging snapshot for the individual collector. It would not let me drop down to select aging snapshot in the customer pool.

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Sylvia,

Can you share a screenshot where you can show what exactly is not editable or selectable?

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Rahul Mohta 21,032 on at

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ageing period definition is supposed to be selected

see here

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Ludwig Reinhard Microsoft Employee on at

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Hi Sylvia,

In the aged balances site you cannot change the aging period definition.

There is, however a kind of trick/workaround.

Open the customer credit and collection workspace.

In the graph that pops up select a Aging period definition (make sure that the calculation has been run for that).

Then double click on an element that you see in the pie chart and the aged balance site opens with that aging period definition for the selection made.

Hope this helps.

Best regards,

Ludwig

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