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Data entity for customer transactions - to update Valid Collection Letter Code

Christine Bloy on 7/29/2021 8:38:17 AM
There is no data entity allowing us to bulk update the Valid Collection Letter Code held against customer transactions. This is especially relevant for data migration as it needs to be ensured that D365FO starts generating collection letters using the correct code. I.e. in the legacy system, letter 1 was generated for an invoice. Upon data migration the default D365FO value for the collection letter code will be 'None'. This means D365FO would incorrectly generate letter 1 again. Therefore, there needs to be a data entity to mass update these to the correct code. Manual update is of course possible, but not viable for data migration with a large number of invoices.
Category: Credit and collections
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RE: Data entity for customer transactions - to update Valid Collection Letter Code

Anja Fisher on 3/11/2025 3:03:32 PM

When migrating data this is a necessity. With lots of companies going live at the same time and each upward of a thousand open invoices, it’s not feasible to do this manually.

Category: Credit and collections

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RE: Data entity for customer transactions - to update Valid Collection Letter Code

Nataliia Naumenko on 3/11/2025 2:55:57 PM

My customers faced the same issue that this cannot be done manually due to the large amount of data to update. Around 25K open invoices.

Category: Credit and collections

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RE: Data entity for customer transactions - to update Valid Collection Letter Code

Annaick Boudin on 1/19/2024 2:50:51 PM

customer would like to use Account REceivable after years of interface (invoice and payment).They are running collection letter in other tool but then would like to use D365FO. So we need to update the collection letter code Valide to match previous system.It is doable manually but there is no entity to update all invoices in mass. This should be possible as it is a current scenario during migration.

Category: Credit and collections