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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Extending Collection L...
Finance | Project Operations, Human Resources, ...
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Extending Collection Letter Report problem

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This first collection letter should contain the following information:
  1. Days past due.
  2. Amount due.
  3. Note previous attempts to collect.
  4. Summary of account.
  5. Instructions- what would you like them to do next?
  6. Due date for payment- it is important to use an actually date, not “in the next 7 business days” as this can be vague.
  • PasqualD Profile Picture
    PasqualD 79 on at
    Extending Collection Letter Report problem
    Hi! You should be able to find the data in the data model for the collection letter. Are you familiar with the configuration of business documents? 
    Some ideas for the information mentioned:
    1. days past due: list the invoices and their due date
    2. amount due: Balance value of the collection letter line
    3. Note: insert a text and the translation
    4. ?
    5. same as p.3
    6. The due date comes from the setup of the collection letter line sequence with the payment terms mentioned there with the Document date of the collection letter plus the payment days.
     
    Good luck!
     
    Best regards,
    Pasqual
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Extending Collection Letter Report problem
    Hi,
    Did you encounter any problems? Can you provide more information (such as specific error information, or business scenarios, etc.) to help us better solve your problem? The information you have provided at this time is insufficient to support our proposal of a solution, please provide more details.
    Best regards,
    Kevin

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