Recently released Microsoft features for Credit and collections and Accounts Payable are incredible time-saving process automations to be taken advantage of.

Enable the features

Please start with the Feature management workspace and enable the features.

Feature management d365fo

Vendor payment proposal automation

Navigate to Accounts payable > Setup > Payment setup and find Process automations.

Select Create new process automation and select a Schedule type of Vendor payment proposal.

create new process automation dynamics 365

Select the Company the process automation is to run in.

Click Create series.

Enter a Name.

Enter a Scheduling time and Start date.

Enter a reoccurrence pattern.

Enable any alerts required from the automation.

 schedule new process automation

Click Next.

In the next step, define the Parameters for the scheduled automation.  Multiple automations can be created to account for different sets of parameters, such as currency, method of payment, vendor groups, cash discounts, etc.

vendor payment proposal

Once the Parameters and Filters are entered, click Finish.

The Process automation grid will display all of the Scheduled Vendor proposals.  From the grid, the scheduled automations can be Edited, Deleted, Disabled or Reviewed.

New automations can also be created from this form.

process automations d365

As a result, Payment journals will be automatically created and available for processing at the proper time to eliminate the need to manually generate Vendor payment proposals with differing criteria.

Wouldn’t it be amazing to arrive at work on Friday morning and have all of the payment journals prepared and ready to execute!

Customer collections process automation

Navigate to Credit and collections > Setup > Credit management setup and find Process automations.

Select Create new process automation and select a Schedule type of Collection process automations.

collections process automation dynamics 365

Select the Company the process automation is to run in.

Click Create series.

Enter a Name.

Enter a Scheduling time and Start date.

Enter a reoccurrence pattern.

Enable any alerts required from the automation.

process automation set up dynamics

Click Next.

In the next step, define the criteria for the scheduled automation series. This includes the Process hierarchy, Process details, and Email content.

process hierarchy d365

Click Next.

Preview the process assignment to insure the results is as expected.

Click Finish.

The Process automation grid will display all of the Scheduled collections automations.  From the grid, the scheduled automations can be Edited, Deleted, Disabled or Reviewed.

New automations can also be created from this form.

dynamics 365 process automation grid

Wouldn’t this be another incredible time saver! Questions about this or similar functionality in Dynamics 365? Feel free to contact us!

  Dynamics 365 for Finance and Operations: April 2019 Release Preview Available Now

Leave a Comment