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Ignore payments and credit memos when calculating the collection letter code

Posted on by 79

I am asking for help with collection letters. When creating new collection letter in Accounts receivable\Periodic\Collections\New collection letter i am not happy with the result. I start the collection letter creation process and while checking the outcome I notice that not only invoices have an collection letter code but also credit notes. And that is my problem, I don't want a collection letter code for my credit notes only for my invoices but I can't find the setup. To be clear, the credit notes should still appear in the list after creating the collection letter but not with the code "Collection letter 1" or "Collection letter 2" but rather with "None". 

I already set the "Minimum overdue balance" to 1 so that only balance >= 1 will be considered but it doesn't help. 

While searching for an solution for my problem I found the something in the MS Doc for Dynmics 365. The header is Ignore payments and credit memos when calculating the collection letter code. And it seem to be the one setup I  am looking for, but after hours of searching I couldn't find it in AX 2012 R3. Maybe it is in another setup as described in the Doc but I think it doesn't even exist but I hope that I am wrong.

I would be very happy if anyone could help me with my problem! 

 

  • Suggested answer
    Mario J. Profile Picture
    Mario J. 79 on at
    RE: Ignore payments and credit memos when calculating the collection letter code

    To anyone who is looking for the same solution or something similar:

    There is no setup for this in AX 2012, only for 365 F&O. It is a custom setup and you should ask your developer if you need it. 

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