Share
ReportHi All ,
Does it possible to create the collection letters automatically ( through batch job) based on some conditions in standard Ax 2012 R2 ?
*This post is locked for comments
You’re offline. This is a read only version of the page.
19,790
Hi All ,
Does it possible to create the collection letters automatically ( through batch job) based on some conditions in standard Ax 2012 R2 ?
*This post is locked for comments
Hi Kaila,
Currently some periodic options do support processing using the batch framework, but are not implemented to change the date for recurring batch jobs.
So you can use the batch, but you have to start it every time with another date.
If you want to change the behavior, you have to customize it. You can also provide feedback on Microsoft Connect.
We have been struggling with Batch generation of dunning letters and collections statements since implementation for over 2 years we have AX 2012 R2 CU6, in that comment you suggest it is not possible to do this by batch?
When we attempt to the create dunning letters by batch the "dunning letter date" stays on a fixed date and will not recycle which means after the point you set this up it always says the incorrect date - This surely cannot be accepted Microsoft functionality? i have always assumed it was part of the same issue with Purchase order conformation by batch community.dynamics.com/.../165818 but we have implemented this fix and it has not resolved the issue with dunning letters
With regards to external account statements it the "show due until" field which is fixed which is the same scenario after the batch job is created the statements do not take into account any new transactions as it is calculated up until the date in this field.
Any help would be greatly appreciated.
If you mean the "Dunning Letter Date" on the opening dialog then you cannot, this is the date I guess it uses, there is no late batch selection, so there is no ability to do recurrence. Apologies there has been several elements to this request, so you could enter the date in the select criteria - your earlier post was about running it on certain info. What you cannot really do is set this to run every month because of the information you have to enter - the print on batch is to ease the processing, it is still seen as a process run periodically but with forethought from AR.
Hi Steven,
thank you for the update. When I attempt to enter (Currentsessiondate()) in the date field, found on the collection letter creation form, the field does not accept this command. Can you confirm the date field is where I need to enter this command?
You would have to test if it works for your circumstance and gives you the required results. Try (CurrentSessionDate())
Hi Steve,
can you expand on this recommendation? Can the AX smart query populate the collection letter date with the date the batch job is executed?
Or use an AX Smart Query in the batch selection for the date :-)
Hi DAX user,
The collection letter date as specified in the dialog will be used. This will not be updated with a current date during batch processing. So you can start it manually to run in batch every time or customize the logic that it will pick your desired date.
Hello Steven,
I am also looking into using the batch job for the Creation of collection letter process. Can you tell me, if I run this process in a batch job, how does the Collection letter date get assigned? Is this assigned based on the day the batch job is executed?
from the generated letter screen select the transactions tab, any you do not want in the letter uncheck the include in dunning/collection letter flag.
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...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (