How to set up the use of pending items in collection activities?

For the open items of an entity to be available to use on the CRM, follow these steps:

1. Access [Marketing & Sales / Purchases / Finances] | Payables and Receivables | Resources | Tables | Account Types;
2. Create or edit the current account document associated to the entity Customer;
3. On the state grid, select the option Cob.;
4. Click Save.