Send Collection Letters Electronically D365

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Posted on by Vaibhav S

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Hello Experts.

I am using D365 V10.06

I have Configured Collection Letters. I can Print them and Post them.

Now I wanted to send Collection Letters Electronically via Email using Send button.

I want to do that configurations so that can send Collection Letters Electronically.

Any help on Setups?

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Ludwig Reinhard Microsoft Employee on at

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RE: Send Collection Letters Electronically D365

Hello Vaibhav S,

How did you configure your collection letters and how do you want to send them exactly?

(a) As document (PDF, Word, Excel) as an email attachment

or

(b) as an electronic document (XML file)?

I assume that you want to send a 'normal' email as a document (a). This can be achieved by making use of the print management parameters. Please open AR - Form setup - Print management. Then select the collection letter note document and ensure that the destination is set to 'Email'. When doing this, ensure that you select a customer purpose - for example business - that has an email address setup in the customer master. Make sure that you enter a subject and a file format before you close the form.

Once this is done go to 'credit and collections - collection letter - collection letter note report.

Enable the 'use print management parameter' and hit OK.

The emails with the attached collection letter should now be send out to your customers business email address.

Please test this before in a demo/test environment for some test emails/customers before you send out actual collection letters ;-)

Hope this helps.

Best regards,

Ludwig

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Vaibhav S 240 on at

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RE: Send Collection Letters Electronically D365

Hi Ludwig

Thanks for your answer. It is helpful to me and I will setup this accordingly.

However I wanted to use the Send button on Review and Process Collection Letters --> Send

I am getting error of

Error on function run. Format mapping is not specified in Accounts receivable parameters""

I tried to enter File Format but not available any in DROP DOWN.

Could you please help me in this?

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Vaibhav S 240 on at

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RE: Send Collection Letters Electronically D365

Hello Experts

Anybody knows how to setup the above Send Letter setup?

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Suggested answer

Ludwig Reinhard Microsoft Employee on at

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RE: Send Collection Letters Electronically D365

Hi,

If you want to make use of the send functionality then you need to setup an electronic report first in the organization admin module.

This report needs then be linked in the AR parameter form in the electronic document section.

Once this is done, an electronic document is created.

Yet, the document is created in the OrgAdmin module under the electronic jobs by default.

If you want to have the document automatically send to a customer then you need specify an email in the electronic reporting destination form. Requires quite some additional setup. I just prepared a video that I will post on my blog about something related that shows you the setup. Need to 'pimp' the video and make it nice before I can publish it. If you are interested you have to wait a couple of weeks though or try doing it yourself.

Best regards,

Ludwig

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Vaibhav S 240 on at

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RE: Send Collection Letters Electronically D365

Hi

Really appreciate help..

I will try to configure Collection Letter Notes as you advised earlier and then Sending collection letters via Send option. However I have very less experience and I am basically functional.

So Kindly request you please inform me once you upload the video. Video will be of a great help.

Looking forward

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Vaibhav S 240 on at

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RE: Send Collection Letters Electronically D365

Hi Ludwig

You able to record the video for the Using Send button on Collection Letter to send it to Customer? Did you get any chance to record it?

It will be benefited a lot to me and community.

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Juergen Weber 2 on at

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RE: Send Collection Letters Electronically D365

Hello Ludwig,

If we use the send button for collection letters and not send an e-mail with attachment, what format will we use to send the electronic report via electronic reporting destinations?
If we use e-Mail and then attach a PDF file we will have the same result as when we use the print management, because with the new functionaliy of configurable business documents we could use electronic reports instead of SSRS reports for collection letter.

I thought that the send button maybe enables electronic communication (EDI) in XML Format with customers???

Other question we have is concerning the E-Mail templates. In the AR setup you can choose to use organisation e-mail templates for three porposes, but when we send out the collection letters the will not be used. How can we utilize e-mail templates for collection letters?

Thank you very much!
Best Regards
juergen

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Ludwig Reinhard Microsoft Employee on at

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RE: Send Collection Letters Electronically D365

Hi Juergen,

Can you create a new thread in the D365Finance form, provide some information about your system version, share some screenprints and replication steps?

Many thanks,

Ludwig

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Community member 2 on at

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Send Collection Letters Electronically D365

Hi Vaibhav,

I am running in to the same issue. I would like to know how you got it resolved.

Thank you.

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K_G 142 on at

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Send Collection Letters Electronically D365

1. To get the Send function working, you need to download the ER format Collection letter under the Collection letter model from the Microsoft repository (you can then create modified derived version if you like) and set this format in the Accounts receivable > Electronic documents > Collection letter parameter.

2. Then, ensure you have all the setup in place to have the report execute correctly. You can do this by running the report manually from the Electronic reporting configurations form.

3. Once you're happy this is working correctly, you must then configure an electronic reporting destination for this ER format.

With all the above configuration correctly in place, D365 will send the a copy of the ER format that you've selected when you hit the Send button to the destination you've configured, which can be email, or can be any other ER destination you set.

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