SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You plan to run several reports in USMF that list all the write-off transactions.
You need to replace the write-off reason used by the system for USMF to use a reason of 'Bad debts.
To complete this task, sign in to the Dynamics 365 portal.
See explanation below.
You need to add a write-off reason for USMF and set it as the default.
1
Go to Navigation pane > Modules > Credit and collections > Setup > Accounts receivable parameters.
2
Click the Collections tab.
3
Click the Edit icon in the Write-Off section.
4
Add a new Write-Off reason if it doesn't exist.
5
Tick the Default checkbox next to the new Write-Off reason.
6
Click the Save button to save the changes.
As an AI language model, I do not have access to the Dynamics 365 portal, but I can provide you with a general explanation of how to replace the write-off reason used by the system in Dynamics 365 Finance.
To replace the write-off reason used by the system, you need to follow the below steps:
Sign in to the Dynamics 365 Finance portal with appropriate credentials.
Navigate to the Accounts Receivable module and then select the Collections workspace.
In the Collections workspace, select the Collection letters tab, and then click on the Reason codes button.
In the Reason codes page, locate the write-off reason that you want to replace and then select it.
In the selected reason code record, change the name of the write-off reason to Bad debts or any other name you prefer.
Save the changes.
Verify that the new write-off reason is now being used by running the reports that list all the write-off transactions.
Note: Depending on your specific requirements, you may need to update other related configuration items such as workflows, templates, and notifications to reflect the new write-off reason.