Collection (Account Receivable)

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Hi All

I am facing issues while configuring the Collections in AR.

I have created the new company in demo system and configured the collection letter setup in AR with aging period definition.

While running customer aging report everything is fine.

Then I configured with customer pool and customer agent. In system administration I have added the employee to user account using relation FORM

Then I attached the collection letter in Customer posting profile and run the customer aging snapshot.

While Accessing the collections from Customer form (Customer-> collect tab). I can able to view the collection detail

2146.collection-_2D00_-Customer-link.PNG

BUT while accessing the collection form, The data are not fetched and I received empty form.

1588.collection-_2D00_-Direct-Link.PNG

Steps taken: 1. License configuration checked and synchronized again. For your information: in USMF legal entity Collection form working fine.

Anybody have idea on this?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

What criteria did you specify for your pool 'All1'?

Is there something missing there?

Can you also let us know how you could obtain the first screenprint while the second one shows no data? That is because the first screenprint can be accessed by Drilling down based from what you see in the second screenprint.

Many thanks,

Ludwig

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Community Member on at

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Hi Ludwig

I have given the customer account from 00..ZZ

And I accessed the collection from customer .

And its working in USMF.

Thanks

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Ludwig Reinhard Microsoft Employee on at

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Hi Jagadeesh Kannan,

Thanks for that update.

Have you also run the periodic Job 'customer aging snapshot' under AR/periodic/collections/customer aging snapshot?

Probably you run this process but not for all of the pools you setup.

Can you test whether running the periodic job solves your issue?

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig

I have run the customer aging snapshot with all the available pool and with empty pool also for both transaction and due date.

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Ludwig Reinhard Microsoft Employee on at

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Hi Jagadeesh Kannan,

Have you Setup yourself then also as a collection Agent and assigned one or more pools in the collections agents form?

(AR/Setup/collections/collection agents)

Ludwig

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Community Member on at

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Hi Ludwig

I already given access to agent for all the pools. Kindly check the below screenshot

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Ok, and your user belongs to the 'collection' agant group that has been setup in the organisation admin module?

If so, does he have a customized role that prevents him/her seeing the collections form?

Ludwig

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Community Member on at

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Hi Ludwig

I have already added the user to collection team in organization module. And there is no customization in this environment.

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Ludwig Reinhard Microsoft Employee on at

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Ok, then can you let us know the kernel and application Version of your System?

Ludwig

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Community Member on at

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The version are given below.

This is the demo VHD

Kernel version : 6.3.2000.326

Application version : 6.3.2000.326

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