Exam MB-310 topic 1 question 84 discussion

I think the answer should be D. You can use customer pools, but you don´t have to. But without aging the customers, you won´t see the real results.

D. Age customer balances The Collections list page in Dynamics 365 Finance relies on aged customer balances to display and manage delinquent customers effectively. Aging customer balances involves running the Customer aging process, which categorizes open customer invoices into predefined aging periods (e.g., current, 30 days past due, 60 days past due, etc.). This process provides the necessary data for the Collections list page to show overdue amounts, prioritize delinquent accounts, and facilitate collection activities.

Customer aging snapshots An aging snapshot contains the calculated aged balances for a customer at a specific point in time. This information is shown on the Aged balances list page and the Collections page. An aging snapshot must be created before you can view information on the collections list pages (Aged balances, Collections activities, and Collections cases).

the question ask 'what must you do first'. To manage delinquent customers, you need to setup customer pools then apply that customer pools to filter data on collection list page and then check age customer balances.

D. Age customer balances - You need to create an aging snapshot before you can view information on the collections list pages. Aging snapshots contain the calculated aged balances for a customer at a specific point in time and are essential for monitoring the collection process. Setting up customer pools (B) is optional and used to represent groups of customers for filtering information on Collections list pages, but it is not the first required step

B is correct. The aging period definition is taken from the customer pool, if a customer pool was specified for the pool query. If the pool doesn't have an aging period definition, the default aging period definition that is specified on the Accounts receivable parameters page is used. If no default aging period definition is specified, the first aging period definition on the Aging period definitions page is used. https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-collections-concepts

D. Age customer balances: This involves determining the age of outstanding customer balances to identify delinquent customers who have not paid their debts. Ageing balances is done by assigning each outstanding invoice to a specific time bucket based on the number of days past due, such as 1-30 days, 31-60 days, etc. Therefore, the correct answer is D.