Dynamics 365 Business Central
Category
Jul 4, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the new Accounts Receivable Administer Role Center designed for Accounts Receivable Managers.
- Automation of reminders is a significant change for Accounts Receivable management, providing options for creating, delivering, and defining reminders.
- Automations control how reminders are triggered, what data is included, how documents are delivered, and when, with options for manual, daily, weekly, etc.
- Reminder terms codes are utilized to derive the body of created reminders, with filters to define customers to be included and steps to be carried out.
- The article provides examples of reminders automation, including creating, issuing, and sending reminders, each with specific setups and controls.
- Reminder terms control the text of reminder documents and now also control the format of email bodies, with new setups and features for improved customer communications.
- Setting up and testing in a Sandbox environment is highly recommended before implementing automation features to ensure smooth operation.
- The article concludes with a note on the upcoming features in Release 2024, Wave 2, highlighting the continuous improvement in functionality for managing accounts receivable.
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