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AR Collections Automation & Dunning for Business Central — A custom-built Business Central (AL) extension that automates past — 1/1イメージプレビュー

A custom-built Business Central (AL) extension that automates past-due reminders,

multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE.

AR Collections Automation & Dunning for Business Centralとは?

A custom-built Business Central (AL) extension that automates past-due reminders, multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises
Aging-based escalation rules driven by days-overdue buckets, balance thresholds, customer risk and dimension filters
Collector worklist page (page extension) with prioritized accounts, last-action, next-action and free-text notes per customer
AL event subscribers on payment posting and reminder creation so cadences pause the moment an invoice is settled
Dedicated permission sets for collectors vs. AR managers, respecting Business Central role-based security
BC REST/OData v4 endpoints exposing the worklist and promise-to-pay data for Power BI dashboards or external reporting
Optional Dataverse / Power Platform integration to surface the worklist in a Power App or trigger Power Automate notifications
Multi-currency and dimension-aware reminders that respect your existing posting groups and reporting dimensions
Full audit trail of every reminder, message and status change linked to the originating ledger entry

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

この製品について

Your AR team should be working the accounts that need a human, not manually filtering the Customer Ledger Entries page and copy-pasting reminder emails. AR Collections Automation & Dunning for Business Central is a per-tenant AL extension that ECOSIRE builds, installs and supports directly on your Business Central environment to put the entire collections cycle on autopilot.

It builds on Business Central's native Reminder and Finance Charge framework rather than replacing it, then layers automation on top: a Job Queue entry runs your aging-based escalation rules on a schedule, generates the right reminder level per overdue customer, and dispatches branded email/SMS with a click-to-pay link to your chosen payment provider. Table and page extensions add a collector worklist, promise-to-pay records, and per-customer notes so every follow-up is tracked in one place inside the BC client your team already uses.

Under the hood we use AL event subscribers on posting and reminder events, table/page extensions (no schema you don't control), dedicated permission sets, and the BC REST/OData v4 API where you need external dashboards or Power BI. Optional Dataverse/Power Platform integration lets you surface the collector worklist in a Power App or trigger Power Automate flows.

Because this is build-to-order, we scope it to your dunning policy, currencies, dimensions and provider — not a generic one-size template. This is not an instant AppSource download: ECOSIRE develops the extension, deploys it as a per-tenant extension to your sandbox first, validates against your real ledger data, then promotes to production. You get the source-controlled AL app, the deployment, and ongoing support. The price shown is a one-time build fee for the standard scope described below.

得られるもの

  • A source-controlled AL per-tenant extension (.app) built to your dunning policy, currencies and dimensions
  • Deployment to your Business Central sandbox for validation, then promotion to your production environment
  • Configured Reminder Terms, dunning levels and message templates matching your collections cadence
  • Click-to-pay integration wired to your nominated payment provider/gateway
  • Job Queue entry configured and scheduled for hands-off daily/periodic runs
  • Permission sets for collectors and AR managers, plus a short admin runbook and user walkthrough

これは誰のためのものですか

AR / Collections Manager

Owns the receivables target and is drowning in manual follow-up across hundreds of overdue accounts. Wants consistent cadences, promise-to-pay visibility and a prioritized worklist so the team works the right accounts first.

Finance Controller / CFO

Cares about DSO, cash flow predictability and an audit trail. Wants collections enforced by policy automatically, with reporting via Power BI over the BC API rather than spreadsheets.

Business Central Administrator / IT

Responsible for the tenant. Wants a clean per-tenant extension with proper permission sets, Job Queue scheduling and no unmanaged customizations — installed and supported by a partner who knows AL.

AR Collections Automation & Dunning for Business Central の比較方法

基準エコシエールカスタムビルド競合他社Dynamics 365 Business Central 標準機能
Automated dunning cadence on a schedule (Job Queue)付属部分的なサポート付属部分的なサポート
Click-to-pay link to your chosen payment provider付属部分的なサポート部分的なサポート含まれていない
Promise-to-pay tracking with auto-pause/re-escalate付属部分的なサポート部分的なサポート含まれていない
Collector worklist with prioritization and notes付属部分的なサポート部分的なサポート含まれていない
Built to your exact policy, currencies and dimensions付属付属含まれていない部分的なサポート
Installed and supported by an AL partner on your tenant付属部分的なサポート含まれていない含まれていない
Dedicated permission sets and clean per-tenant extension付属部分的なサポート付属部分的なサポート
BC REST/OData API + Power Platform integration付属部分的なサポート部分的なサポート部分的なサポート

AR Collections Automation & Dunning for Business Central に関するよくある質問

How long does delivery take, and how is it installed?

Typical delivery for the standard scope is about one working week from confirmed requirements. ECOSIRE builds the AL extension, deploys it as a per-tenant extension to your Business Central sandbox first, validates it against your real ledger data, then promotes it to production with you. There is no AppSource download — we install and configure it directly on your environment.

What ongoing support and updates do I get?

After go-live we provide a support period for bug fixes and configuration adjustments, and we keep the extension compatible with Business Central's regular update cadence (monthly/major releases). Because it's a per-tenant extension we control, version upgrades, new dunning rules or additional providers can be shipped as scoped change requests. Ongoing support/SLA terms are agreed at handover.

Does this replace Business Central's built-in Reminders and Finance Charges?

No — it builds on them. We extend the native Reminder Terms, reminder levels and Finance Charge framework via table/page extensions and event subscribers, so your standard posting, statements and number series stay intact. The automation, click-to-pay, promise-to-pay and worklist are added on top.

Which payment provider does the click-to-pay link use?

Your choice. We integrate the click-to-pay link with the payment gateway/provider you nominate (the one already connected to your business). The provider is part of the build-to-order scope; if you don't have one yet we'll advise on options compatible with Business Central during scoping.

Can the collections data feed Power BI or a Power App?

Yes. The extension exposes the worklist and promise-to-pay data through Business Central's REST/OData v4 API for Power BI dashboards, and optional Dataverse/Power Platform integration lets you surface the worklist in a Power App or trigger Power Automate flows for escalations and notifications.

受注制作
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Style-color-size matrix entry, seasonal merchandising and curve buying built into your Business Central as a per-tenant AL extension by ECOSIRE.

$999.00から参考価格 — 要件範囲に応じてお見積りします
見積もりを依頼

AR Collections Automation & Dunning for Business Central

A custom-built Business Central (AL) extension that automates past-due reminders, multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE.

  • Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
  • Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
  • Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
  • Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises

見積もりを依頼

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