Credit and collections - Collection letter not creating

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Posted on by Freesia

Hi all

I'm struggling to get a Collection letter to create for a client. Tested this extensively in a test environment where it worked and managed to create a collection letter in another test environment, but for this client, it doesn't work.

For the client:

Set up done as in the test environments
Created collection letter sequence
Had values the minimum overdue balance (didn't work either)
Currencies are the same as for the clients
Payment terms are set
Parameters set
Collection letter sequence selected for the customer group in customer posting profiles
No collection letters have been created before - nothing in the collection letter journal
Clients tested it for, definitely have overdue balances
On the customer, it looks like it doesn't qualify for a collection letter
In a test environment, the second letter can be created

I don't know what else to check.

Please assist/share your knowledge/insights.

Thanks!

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Verified answer

Freesia 33 on at

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With more testing, we discovered that, for the client, for already posted transactions, 'Collection Letter' had to be manually set to 'Yes' under 'Collections' under the 'Transactions' of the 'Customer'. Parameters set to 'Create collection letter per': "Customer". When we created new transactions, we were able to create a Collection Letter.