You’re offline. This is a read only version of the page.
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)
- In Set up => Forms => Form Notes, I have created one form "Customer collection letter 1"
- 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
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
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
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
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
Hello André,
Thank you for your answer.
Here is a screenshot of the message :
Thank you very much,
Clara
Hello Junaid,
Thank you for your answer.
Here is the invoice :
The process collection letter screen :
(I have tried with Account and Select for "use posting profile from")
Customer Posting profile :
Thank you very much !
Clara
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
Hi Clara,
In addition to the questions from Junaid, can you also add a screenshot of the collection letter generation dialog?
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
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,151
Super User 2024 Season 2
#2
Martin Dráb
229,993
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (