Collection Letter help

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Posted on by Community Member

Hello,

I am having a hard time generating collection letters in our test environment, I have it working just fine in the demo. All was setup along with MS' documentation.

The collection letter sequence is setup, it is also defined in the posting profile, the A/R Collection parameters are set, yet whenever I generate the letters either for a specific customer or all customers, the Print/Post Collection Letters form is empty.

Is there anything else that is controlling this that I do not have turned on? There should be plenty of letters generated. I'm confused.

Thanks for any input.

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RamK 2,580 on at

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Collection letter works on the following values:

Step 1: Define custom text for the letter

Step 2: Define number of days that the payment must be overdue before the letter can be generated

Step 3: Define an amount that is associated with the collection of the overdue amount

Step 4: Define an account where the fee amount is posted

Can you please verify step 2...?

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Try debugging the salesCollectionLetterPost class? Pop a break point in the run method to see if it is the Query that is not finding records, or something else in the process that is rejecting the records that it finds?

Hope this helps :D

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Ram:

Letter 1 = 1

Letter 2 = 5

I am not using any fees. It's a pretty straight forward query.

Jay:

Thanks for the tip, I'll ask the partner for help.

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RamK 2,580 on at

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If you have all the jobs, Have you run periodic activity New Collection letter by selecting all the parameters (Accounts receivable -> Periodic -> Collections -> New collection letter)...? What are the check boxes you have selected and what is the collection letter sequence you have selected...? What is the posting profile setup (in the job) you have selected...?

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Ram, I've followed all of the steps in both demo VM and on the Test box. Both were configured exactly the same and demo VM generates letters just fine. I have a feeling there really is something funky going on with the code.

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RamK 2,580 on at

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Have you done any customization...? If not try to delete, your usage data and try it again

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MinJan 298 on at

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@Drumcode, any updates upon this issue?

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No, I dropped the ball on this for the time being, but I will be addressing this eventually. Are you facing the same problem?

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MinJan 298 on at

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Yes, sort of; I have trouble calculating interest

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MinJan 298 on at

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Please check if CustTrans table records in TEST environment have CollectionLetterfield value set to "Yes"( in demo app all custtrans have this attribute activated). Because when you activate Collection Letter attribute in customer posting profile form, it will be applicable to transactions that you are going to register, not to those that are already posted in AX.

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