I know in D365 FO there is a customer collection process, where you can send out customer collection letters.
Is there something similar in DAX 2012 R3?
Hi James,
Yes there is a standard process for credit and collections in AX2012 R3. You can check for it in Accounts Receivable module and perform following tasks in R3:
Set up aging period definitions
Create an aging snapshot
Optional: Set up customer pools
Optional: Create a collections team
Set up a collections case category
Set up journal names (settlement, write-off, and NSF)
Set up a reason code for write-off transactions
Set up a folder for email attachments and create email templates
Set up Accounts receivable parameters for collections
Optional: Set up collections agents
Set up a write-off account
Set up NSF information for bank accounts
Set up Outlook settings for users of the Collections form
Set up email settings for collections customer contacts
Set up email settings for salespeople
For collection letters particularly you can follow:
You can create and manage collection letter sequences that define the collections process. Each collection letter in a sequence can have the following characteristics:
Custom text for the letter
A specified number of days that the payment must be overdue before the letter can be generated
A fee amount that is associated with the collection of the overdue amount
An account where the fee amount is posted
Click Accounts receivable > Setup > Collections > Collection letter.
Click New to create a line in the upper pane, and then enter a name in the Collection letter sequence field.
In the line that is created automatically in the lower pane, select a code in the Collection letter code list. The starting point is Collection letter 1.
Note
The first collection letter is created according to the due date on the invoice, the value that you enter for the grace period in the Days field on this line, and other information that you enter on this line.
Enter information in the appropriate fields on the line, such as the fee amount, the number of days before the collection letter is generated, and the account to which the fee is posted. The currency of the fee is always the customer's default currency, which is independent of the invoice currency.
Click Add to create a second line in the lower pane, select Collection letter 2 in the Collection letter code field, and enter information in the appropriate fields.
Continue until you have defined all the collection letter codes of the collection letter sequence that is selected in the upper pane. You can create up to five collection letter codes for a collection letter sequence. The collection letters that you create for each sequence are used by only that sequence.
Before you create collection letters from the collection letter sequences, determine how to handle the posting and the printing of collection letters.
Thanks
Varun Saroha
Thank you very much Varun !
I will try this out!
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