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BBCG.05.04.D365: Configuring Accounts Receivable within Dynamics 365 for Operations - Module 4: Configuring Collection Management

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
  • Creating Customer Statements