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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.
Hello Prem ax and Komi Siabi,
We are trying to find a way to permanently exclude certain customers from Collection Letter creation. We cannot use Credit Management Group because we are already using that to exclude certain customers from Customer Account Statement. We have all customers set to the same Customer Group for sales purposes so we cannot create additional Customer Groups. We have all customers set to the same Posting Profile for accounts receivable purposes, so we cannot select different Posting Profile for certain customers.
I've found three other possible fields to use for filtering, but have not been able to implement them, can you help?
1) Collection Group - this field is available in the Create Collection Letters Filter but I cannot find any form to access it - is it an unfinished feature?
2) Customer Credit Group - in Credit and Collections > Customers > Customer Credit Groups form I was able to create a Customer Credit Group and add Customers, however it is missing from the Create Collection Letters Filter. Is there a way to add it to the Filter?
3) Valid Collection Letter Code - this field is available in the Filter and the Customer Master, however our Customer screen will only allow me to select None; if I select ANY other Valid Collection Letter Code, I get an error message (ex. "Collection letter code All cannot be used as valid collection letter code.")
Do you have any suggestions?
Hi Depesh,
In order to exclude a customer from collection letter, you can try to activate "Exclude collection fees" on customer card:
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.
Hi Depesh,
In order to exclude a customer from collection letter, you can try to activate "Exclude collection fees" on customer card:
Hi Depesh,
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,
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.
Hi Depesh,
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)
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