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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Updating Customer Coll...
Microsoft Dynamics AX (Archived)

Updating Customer Collections Pools

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Posted on by Frank Hamelly | MVP... 46,625 Super User 2025 Season 2

Is there an easy way for a user to update Customer Collections Pools?  I don't see a table in AX that stores the relationship between Customer and Collection Pool ID.  All I see on the CustCollectionsPool table is a Recversion column that gets updated with a new value when the customers assigned to the Collection Pool is changed.

Thanks,

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  • Verified answer
    ColbyGallagher Profile Picture
    ColbyGallagher 3,666 on at

    Collection Pools aren't attached to customers.  They are used to define a query that then selects customers meeting the criteria defined in the query.    To update the query, AR-> Setup-> Collections-> Customer Pools -> Select a pool -> Select Pool Criteria button, which will launch the dynamic query selection form.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Thanks Colby.  I found a way around this.  We're going to use the Sales order pool field on the customer master.  We'll replicate the collection agent values in the Sales pool setup, then use the Sales pool value to define Customer collection pools.  I certainly appreciate the feedback!

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