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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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!
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.
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