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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

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Posted on by Community Member

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

I have the same question (0)
  • Junaid Idrees Profile Picture
    Junaid Idrees on at

    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

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi Clara,

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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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

  • Community Member Profile Picture
    Community Member on at

    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

  • Community Member Profile Picture
    Community Member on at

    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 on at

    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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    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 on at

    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

    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

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