Getting started with Debt Collector

Agree the collection process with the finance team before activating scheduled sending. Identify the customers to include, the communication wording, the sending account and the person who will monitor processing.

Install and prepare the company

1. Install Debt Collector and its required APPower System Library dependency in the intended Business Central environment.
2. Complete subscription registration.
3. Assign the appropriate app permissions and the standard Business Central permissions needed for customer entries, reports, email and job queues.
4. Confirm that customer invoices, applications and contact information are current.

The version described here, 1.0.2.0, targets Business Central 27.0 and declares APPower System Library 1.3.0.0 as its minimum dependency version. Check compatibility when deploying a different app build.

Assign permissions

Permission set	Purpose
ADMINDCPWR — Debt Collector Admin	Maintain app setup, configurations and email template definitions. Includes the user permission set.
USERDCPWR — Debt Collector User	Run the app's processing objects and work with its messages, attachments and notification information.

Check the job-running user's access as well as the interactive user's access. App permission sets do not replace permissions required for standard Business Central email accounts or customer data.

Configure in this order

Step	Configuration
1	Set grouping, default language and PDF attachment options in General setup.
2	Prepare email templates and language layouts.
3	Define configuration codes and date rules, then review their line order and selection results.
4	Assign configurations and check recipient addresses in Customer setup.
5	Configure the sending account and the two job queue entries.

Run an implementation pilot

Use a controlled set of customers and invoices that the finance team can verify independently.

1. In Debt Collector Setup, enable Test Mode and enter the pilot recipient in Test Email Address before preparing messages.
2. Include invoices before their due date, on their due date, overdue and partly paid. Include the languages and currencies used by the customer.
3. Open the selected Debt Collector Configuration Card and choose Process Configuration.
4. Open Debt Collector Email Outbox. Check To, Subject, Preview Email Body and Attachments.
5. Run the prepared EmailSenderDCPWR job and verify the received messages and their status.
6. Agree the production schedule and the person responsible for daily monitoring. Turn off Test Mode before preparing the production cycle.

Test Mode is an implementation-pilot setting. For normal operation, follow Working with the outbox.