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BBCG.05.04.D365.WG.1.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations - Module 4: Configuring Collection Management (Digital)

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Once you have your invoicing configured you will probably want to set up the Collections Management portion of the Accounts Receivable area. This will allow you to track your customer aging's, pools for segregating customers, collection letters and much more.

Topics Covered

  • Configuring Aging Period definitions
  • Configuring Account Receivable Collection parameters
  • Creating an Aging Snapshot
  • Viewing collection statuses through the Collections Workbench
  • Configuring Customer Collection Pools
  • Viewing collection statuses by Customer Pool
  • Configuring Collection Letters
  • Printing Customer Statements from the Collections Workbench

 

Series: Dynamics Companions Bare Bones Configuration Guides

    Guide: Configuring Accounts Receivable within Dynamics 365 for Operations

    Digital: 102 pages

    Publisher: Blind Squirrel Publishing (April 29, 2017)

    Language: English

    Product Dimensions:  8.5 x 11 inches


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