Responsible in activity of collections

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Hi everyone,

Two questions regarding the process within the collections when dealing with open invoices/activities.

1. when i change the status of an Open Transaction into 'promise to pay' D365 will or can create a Follow up task. However when going to that follow up task under Open activities, there is no option to assign it to another person at all(the responsible)..basically the task cannot be maintained.

2. Can the status of an Open transaction be maintained or are they system options only? I would like to add something like, handed over to debt collector.

thx.

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AR-01121610-0 4,973 Moderator on at

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could resolve for myself as I expected that the right selected area should be empty, but it shows always the whole table structure, and we need to move the individual fields to the selected area.

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Hi Andreas,

don't understand yr point. Adding specific fields?

I see that when I change the status of an Open Transaction, the action created by D365 is automatically assigned to myself. But what if I want to assign it to my collegue?

And other question, when changing the status of an Open transaction, the drop down shows I suppose, pre-defined records only...or are they part of the set up?

thx,

GJ

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