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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Responsible in activit...
Finance | Project Operations, Human Resources, ...
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Responsible in activity of collections

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Posted on by Community Member Microsoft Employee

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.

GJ

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Responsible in activity of collections

    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

  • andreasraithel Profile Picture
    andreasraithel 4,836 Super User 2024 Season 2 on at
    RE: Responsible in activity of collections

    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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