Cash flow forecast calculation – enhanced scheduling (via process automation)

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Sep 11, 2020 Oct 2, 2020

Business value

This feature lets you schedule the calculation of cash flow forecasts, which relieves you from having to schedule the process manually, and helps ensure that the cash forecasts are generated at the most optimum times for your organization.

Feature details

An enhancement to the calculation process was added to the process automation framework. The enhancement is used to schedule the cash flow calculation job and monitor its status while the job is in process. Once enabled, select the Cash flow forecast automation link to display the new automation page where you can schedule the cash flow calculation process.

See also

Cash flow forecasting (docs)