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Finance | Project Operations, Human Resources, ...
Suggested Answer

Creation of Collection Letter

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Posted on by 70

Hi All,

Can any one please explain the below options in the Creation of collection letter form  with example if possible 

!. All 

2. Collection per customer

Thanks

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,684 Super User 2025 Season 2 on at

    Hi Srikanth,

    Please check the following post on Microsoft docs for generating collection letter.

    You have the possibility.

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

  • srikaanth Profile Picture
    70 on at

    Thank you for response Alireza Eshaghzadeh

    We already gone through MS links but it is not giving clear idea. So Iam expecting that it would be better with examples

    Thanks

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,684 Super User 2025 Season 2 on at

    Hi srikaanth,

    Once do create collection letter, You choose customer posting profile and then it will check the customers, customer group or all customer that you have activated collection letter for.

    pastedimage1643973134231v1.png

    In the following example, I have activated collection letter for customer posting profile line (Table (Customer), Group (Customer group) and All (All customers)

    pastedimage1643973227562v2.png

    You can then run the collection letter for customer posting profile.

    On filter part, you can choose the customer(s) that you need to generate collection letter.

    Please test in your UAT and give us feedback if you need assistance.

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