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We would like to permanently exclude some customers from ever getting a collection letter.What is the use of Customer > Credit and collections tab > Exclude from credit management, will it be helpful to meet this requirement.Please suggest.
Hi Depesh,
Exclude from credit management is used for sales orders. Link below refers.
https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds#settings-that-will-change-the-way-an-order-is-placed-on-hold
To address your concern of permanently excluding some customers from ever getting collection letters, you can make use of the posting profile.
Check the Table restriction Tab.
Thank you for your reply
you can make use of the posting profile - Check the Table restriction Tab.
We have 2 Customer groups
Domestic
Foreign
Domestic Group - Customers 300 in that 50 I need to exclude from collection letters
Do I need to make for all 50 - Table restriction ? - Please suggest
In future If we want to send collection letters again this should be added again to All - posting profile
In Posting profile if I disable collection letters option as the Customer group same (Domestic ) it is disabling at Table level restriction customers also
How to fix now.
If setting up posting profile per customer is not feasible, you can try below workaround.
1) Use existing field in customer master like credit management group
2) Add criteria for generating the collection letters based on above field value at create collection letters(records to include)
Thank you very much for your help.
I will check provided solution in system.
Hi,
1. field in customer master like credit management group this should be applied to all customers only those customers we need to skip it should be blank?
2. Exclude Credit Management if we enable will it stop creating collection letters for selected customers
To Selected customers enabling Exclude credit management option is more easy than updating All customers credit management group, Please suggest.
What I meant was, use any existing unused field for this scenario like credit management group. You can create 2 groups i.e collection letter and non-collection letter and assign it to customers using data management or excel upload. While generating collection letters, create it for collection letter group by selecting that group in criteria.
"Exclude credit management" I am not sure on whether it will stop collection letter creation or not. You can test it, if it works you can use this option.
Hi Prem,
Thank you, I will check once given solution.
In order to exclude a customer from collection letter, you can try to activate "Exclude collection fees" on customer card:
Hi Alireza,
Thank you for the information, I will check this option as well.
I have tried Credit Management Group option, it is working.
I tried this in our UAT and it did not work as far as the Create Collection Letters process, letters were still created for customers with slider "Exclude collection fees" set to Yes.
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