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Enabling Electronic Document - Collection Letter

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Posted on by 24
When setting up Collection Letters, we have not been able to find any configuration where you can set the collection letters to use one that you have created in Electronic Reporting. 
The model, format, and mapping exist in the GER repositories, but we have not been able to find where you select the ones created in ER to run when creating Collection Letters. 
 
Where do you find this configuration? 
 
 
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  • NC-18121538-0 Profile Picture
    NC-18121538-0 24 on at
    Enabling Electronic Document - Collection Letter
    The only issue I am having is for Print Managment setup of the collection letter, there is nothing to configure when selecting "Collection Letter Note"
    It does not expand like the "Customer account statement" does to expose different docuements configured within Electronic Reporting. It just exists as an entry with no other options attached to it. 
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    Enabling Electronic Document - Collection Letter
    Hi,

    For Collection letters, you can find the following ER configurations in the Dataverse repository:

    • Collection letter note (Excel) - Business Document
    • Collection letter note (Word) - Business Document
    • Collection letter DK - Electronic Collection letter for Denmark
    • Collection letter NO - Electronic Collection letter for Norway

    Business Document Setup:

    To map the Business Document configurations:

    1. Navigate to Accounts receivable > Setup > Forms > Form setup > Print management > Collection letter.

    Electronic Document Setup:

    To map the Electronic configurations:

    1. Go to Accounts receivable > Setup > Accounts receivable parameters > Electronic Documents.
  • NC-18121538-0 Profile Picture
    NC-18121538-0 24 on at
    Enabling Electronic Document - Collection Letter
    Adding to that.. 
     
    Collection letter note is visible in Print Management Setup, though when highlighted, nothing shows up for additional configuration on the right. 

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