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Hi All ,
Does it possible to create the collection letters automatically ( through batch job) based on some conditions in standard Ax 2012 R2 ?
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Have you looked at the periodic routine for creating collection letters that you can put on batch?
AR -> Periodic -> Collections -> New collection letters
But i am looking for certain conditions ..does it possible as i did not find any option ?
Collection letter are for overdue debts. The condition is that the invoice is overdue. If you have another condition it would naturally depend upon what that condition is and how you reflect this in AX and then whether you can filter the routine to react to the condition. Ultimately you are chasing overdue payments, if you want a condition on top of this you need to be very clear what it is.
[quote user="Weaveriski"]The condition is that the invoice is overdue[/quote]
Thanks ,
Can you share the screen shot that where is the option to select the condition in Collection letters in Ax 2012 R2 ?
It is written into the logic of a collection letter I believe - you would not produce one for today if you invoiced it today, it looks at the transaction terms and then produces a letter if the grace period in the configuration has passed on a transaction by transaction basis.
Create an invoice today due in a month and try to generate a collection letter for it.
[quote user="Weaveriski"]It is written into the logic of a collection letter I believe[/quote]
Thanks for the reply ,
Just i am looking for the functionality that system should create the collection letters for customers credit rating is C and overdue above 30 days , then system should send the collection letters automatically .
Seems to be that logic is not available in collection letters batch job .. any thoughts ?
Nope that is possible.
Batch job would need a filter on the customer table for credit rating C.
Collection letter configuration would be first line with Days set to 30, meaning you give 30 grace days from the due date.
Then you have the rest of the collection letter configuration etc.
I have noticed that i need to select the collection letter type like letter 1 , letter 2 , letter 3 and letter 4 manually ,then only system will create that collection letter , but it does not post and it does not send to customer automatically .
Any thoughts on this ?
That is correct. There are potential hierarchy of chases, where charges increase, interest is applied and the wording changes. The generation is a staging place where the user can review the letters. From there they chose which ones to print. You can remove transactions from each letter upon review before pressing print. Then it goes to the normal print process depending upon what you have set up there.
[quote user="Weaveriski"]You can remove transactions from each letter upon review before pressing print[/quote]
Can you guide me how to remove the transactions as you said above ?
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