Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Issue with collection ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Issue with collection letter set up

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello AX community, 

I have been trying to set up the collection letter but when I launch "create collection letter", no letter is created.

- I have created some invoices passed due 

- I have created a collection letter (I have put 5 days of extension of time)

4188.pastedimage1605197994673v1.png

- In Set up => Forms => Form Notes, I have created one form "Customer collection letter 1"

1273.pastedimage1605198132606v2.png

- I have added the collection letter sequence for the posting profile 

- I am not sure it is needed but I have added in the Accounts receivable parameters, the Aging Period Definition in the Collections Defaults category.

I don't know what I have missed and I can't find further information on this forum or other websites. 

Do you have any idea on what set up I have missed ? 

Thank you very much for your help ! 

Clara

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Issue with collection letter set up

    Hello Clara,

    Can you try

    - creating the collection letters on a future date (e.g. 31 December) to check if this is an issue related to the due date?

    - checking the customer transactions especially if the collection letter parameter in the collections tab is set to yes

    - checking the collection status of the transaction to ensure that the transaction is not disputed.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue with collection letter set up

    Hi Ludwig, 

    Thank you for your feedback.

    I have selected "collection per customer" and checked there was no filter, but it didn't create any collection letter. 

    Kind regards, 

    Clara

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Issue with collection letter set up

    Hello Clara,

    Instead of selecting 'collection letter 1' can you select 'collection per customer' in the collection letter drop down field that you can find in the create collection letter form?

    Also, can you double check that there is no filter applied in the records to include section?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue with collection letter set up

    Hi Ludwig,

    Thank you for your answer.

    This is a documentation for AX2012 and I am using the current version, but I have still looked at it and I don't see anything that I would have missed.

    The due date of the invoice is 3/31/2020 and I have launched the process of collection letter on the 11/13/2020 and considering I have set up 5 days of "allowance" in "Set up collection letter sequence" it should be taken into account.

    Thank you very much,

    Clara

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue with collection letter set up

    Hello André, 

    Thank you for your answer. 

    Here is a screenshot of the message : 

    2020_2D00_11_2D00_13-08_5F00_59_5F00_57_2D00_Dashboard-_2D002D00_-Finance-and-Operations.png

    Thank you very much, 

    Clara

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue with collection letter set up

    Hello Junaid,

    Thank you for your answer.

    Here is the invoice :

    2020_2D00_11_2D00_13-08_5F00_54_5F00_33_2D00_Journal-voucher-_2D002D00_-Finance-and-Operations.png

    2020_2D00_11_2D00_13-08_5F00_55_5F00_28_2D00_Journal-voucher-_2D002D00_-Finance-and-Operations.png

    The process collection letter screen : 

    (I have tried with Account and Select for "use posting profile from") 

    2020_2D00_11_2D00_13-08_5F00_56_5F00_18_2D00_General-journals-_2D002D00_-Finance-and-Operations.png

    Customer Posting profile : 

    2020_2D00_11_2D00_13-08_5F00_57_5F00_53_2D00_Customer-posting-profiles-_2D002D00_-Finance-and-Operations.png

    Thank you very much ! 

    Clara

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Issue with collection letter set up

    Hello Clara,

    What's the due date of your demo/test invoices?

    Do they fall into the date/range for which you have run the collection letter?

    Also, can you check your setup to ensure that nothing has been overlooked?

    The following MS docs site can help you making this check: docs.microsoft.com/.../set-up-a-collection-letter-sequence

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: Issue with collection letter set up

    Hi Clara,

    In addition to the questions from Junaid, can you also add a screenshot of the collection letter generation dialog?

  • Junaid Idrees Profile Picture
    Junaid Idrees 12,746 on at
    RE: Issue with collection letter set up

    Hi Clara,

    Would be great if you can share the screen print of following to identify the root cause of the issue:

    1. Invoices with due date

    2. Process collection letters screen from Credit and collections > Collection letter > Create collection letters.

    3. Customer posting profile where you linked the collection letter sequence

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans