• Discontinue Billing for Billing Schedules

    Subject: Explains the steps to discontinue a Billing Schedule so that Customers no longer receive Invoices/Sales Documents. Resolution: If a customer would like to discontinue their Subscription Billing, you will want to ensure the Billing Schedule is flagged as such and that new sales documents/invoices are no longer generated. You will also want to prevent

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  • Password Policy Tool and sa

    Subject: Explains how the Password Policy tool affects sa. More Information: The Password Policy tool will affect all users except sa. When you enable the Password Policy tool and select the password options, it is invoked immediately the next time users log in. You may also force users to change their password on the next

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  • How to know what changes are included in an update to a Rockton Business App

    Subject:  The information here describes how to find what enhancements or defects were included in the latest build installed for the Rockton Business App product(s). (i.e. Tax Processing, Recurring Billing, Software Management) More Information:  You recently had an update installed of one of your Rockton Business Apps and you would like to know what has

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  • A Rockton Essentials Solution installed when I installed the Tax Processing, the Recurring Billing or the Software Management Solution.

    Subject:  The information here describes why the Essentials Solution installs when you install one of our other Business Apps. (i.e. Tax Processing, Recurring Billing, Software Management) Information:  The reason the Essentials Solution is installed is because of some wonderful features that can be utilized by multiple Rockton Business Apps for Dynamics 365.  By having these

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  • How to create an attachable report

    Subject: The steps here will show you how to create an attachable report to add to a reminder rule. Resolution: You create a reminder rule on a reminder schedule, but you don’t see any attachable reports to select. Follow the steps below to create an attachable report.  The attachable report allows you to generate a

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  • Generate Reminders for Active Invoices Only

    Subject: Explains the steps to edit the Generate Reminder for Invoices dialog to generate Reminders for Active Invoices only. More Information: The steps below are for the manual process of generating a Invoice. If you are using automation to run the workflow, it will run against the View you selected during automation setup. Navigate to

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  • Generate Reminders for Active Sales Documents Only

    Subject: Explains the steps to edit the Generate Reminder for Sales Documents dialog to generate Reminders for Active Sales Documents only. More Information: The steps below are for the manual process of generating a Sales Document or Invoice. If you are using automation to run the workflow, it will run against the View you selected

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  • Generate Sales Documents/Invoices for Active Billing Schedules Only

    Subject: Explains steps to generate Sales Documents/Invoice for Active Billing Schedules only. More Information: The steps below are for the manual process of generating a Sales Document or Invoice. If you are using automation to run the workflow, it will run against the View you selected during automation setup. Navigate to the Sales | Settings

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  • Generate Documents from Billing Schedule if Previous Document has not been Paid

    Subject: Provides information on how to generate documents from a billing schedule even if the previous document has not yet been paid by the customer. Resolution: The workflow “Generate Document From Billing Schedule” generates a Sales Document or Invoice from the Billing Schedule. The document remains attached to the Billing Schedule until it is considered

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  • Obsolete Plugins/SDK Message Process Steps in Business Apps

    Subject: Explains why there are plugins firing that start with, ‘OBSOLETE’ in some processes in the Business Apps, such as Tax Processing and Software Management. More Information: When Tax Processing was first designed, we calculated taxes using plugins.  This worked fine until we found these, coupled with other plugins, would occasionally cause some redundancies. We

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