Microsoft Dynamics AX (Archived)

Creation of collection letter

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Posted on by Community Member

Dear,

I need to generate the collection letter for the customer who has a pending payment.

When I try to create a collection letter from the below location. I am getting below message.

"No collection letters were created for the criterion specified."

Credit and collections>Customers>Customers past due and click collect menu -> New collection letter"

Please let me know what should I do to generate the collection letter.

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Ludwig Reinhard Microsoft Employee on at

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Hi Prabhu,

Can you check the following setups:

- AR customer posting profiles form: Do you have a collection letter sequence specified in this form?

- Credit & collections module - collection letter sequence form: Do you have Collection letter codes, days, etc. Setup?

- Periodic collection letter creation process: How did you start this process? What Parameters did you select?

Would be great if you could share some screenprints.

Many thanks,

Ludwig

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Community Member on at

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Hi Ludwig,

Thanks for your response. Please find the customer posting profile and collection letter sequence .

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Ludwig Reinhard Microsoft Employee on at

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Hi Prabhu,

The collectin letter sequence field in the customer posting profile form for your DOM customer group is blank.

Can you assign a value there and run the creation process again?

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig,

Yes, I tried to generate the collection letter after configuring the collection letter sequence, still I could not generate the letter. Please let me know if I have to change any other setting.

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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Hi Prabhu,

There is probably something small that has been overlooked.

Please check the following pages that describe how to setup and process collection letters

docs.microsoft.com/.../create-collection-letter-sequence

docs.microsoft.com/.../process-collection-letters

Best regards,

Ludwig

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Wei Xu 6 on at

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Hi

Did you manage to solve the problem? I have the same situation here. Thanks!

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Ludwig Reinhard Microsoft Employee on at

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Hi Wei Xu,

Can you please create a new thread and provide some information about your system version.

Some supporting screenprints would be great.

Please note that this thread is already very old and most likely does not apply to your environment/system version.

Best regards,

Ludwig

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Betty GRD on at

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Hi did you manage the collection letter?

I have the same issue

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Ludwig Reinhard Microsoft Employee on at

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Hello Betty,

This is an old thread.

Can you possibly create a new one and provide some information on your system version?

Would also be great if you could share some screenprints that illustrate where you have problems.

Many thanks,

Ludwig

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d365 Dynamics comm... 8 on at

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Hi,

you should enter a collection letter sequence in the posting profile setup for all groups

Regards,

Karim BELHEDI

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