Can't create collection letter for customer

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Hello everyone,

I have been searching for an answer for the past couple of days for this issue, so I hope you can help me out.

I want to generate a collection letter for a customer, since the customer is overdue on his payment.

However, when trying to create the collection letter, the following notification appear: No collection letters were created for the criterion specified.

The customer is overdue with his payment since March, so there would be no reason for collection letter not to be created.

The posting profile is the same as for the other customers, so that should not be the problem.

The collection letter sequence is also set.

Any advice?

Regards,

Teodora Stefanovska

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saurabh bharti 15,039 Moderator on at

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Did it worked earlier for this customer?? If not and this first time can you check for some other customer and also check the setup at customer master as well.

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Community Member on at

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Hi Saurabh,

This is the first time we try to generate a collection letter for this customer.

I have compared his customer information with another customer for which we were able to generate a collection letter and the data is identical.

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P.k.Kaushik 1,031 on at

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Hello,

Please review the customer transaction ,and make sure under the collection section the "collection letter" is set to yes.

If this is set to yes , then the collection letter should be generated.

Thanks, Kaushik

This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.

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Community Member on at

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Hi Kaushik,

From what I checked, the customer transaction has a check mark on it, and a collection letter should be created.

In AR paeameters, we have set the creation of collection letters per transaction.

Regards,

Teodora

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P.k.Kaushik 1,031 on at

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Hello,

As this is the first time collection letter is created for this customer

Please go to collection letter journal as shown below.

This should be empty. ( in case you find a record, it means the collection has already been created )

Check the Customer group of the customer

Review the posting profile and make sure the Collection letter is attached to the Customer group

If you have a test system where you are able to replicate this issue, then i would suggest you to create a new customer invoice ( post this invoice in the month of march and ensure due date is also in march )

Run the Create Collection Letter process, see if the letter is generated.

Thanks, Kaushik

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Community Member on at

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Hello Kaushik,

Thank you for your help.

I actually found out what is the problem. When creating the numbering sequence, we have put SEK as a currency for the sequence.

This in turn, creates collection letters only for invoices made in SEK. This particular invoice was in EUR, so the currency criteria was not met.

When I changed the sequence currency to EUR, the collection letter was generated successfully.

But now I don't know how to go about this issue, since we have invoices in multiple currencies (EUR, SEK, CHF) and the sequence is set on the posting profile - which is the same for all customers.

Any advice?

Regards,

Teodora

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SThakur 412 on at

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Can you check the following setups and share screenshot of the setup:

Credit & collections module > Collection letter sequence form: Have you set up the collection letter codes, days etc.?

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

The customer is associated with the same customer profile as setup above with the collection letter sequence?

Also, please refer to the below link for the collection letter setup and how to process them.

https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/tasks/review-collections-information

Thanks,

Shilpi

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P.k.Kaushik 1,031 on at

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Hello Teodara,

It seems the currency field is mandatory and cant be kept as blank.

If we are dealing in 3 currencies then i would suggest you to create 9 records

Collection Letter 1- SEK

Collection Letter 2 - SEK

Final Demand Notice SEK

Collection Letter 1 CHF

Collection Letter 2 CHF

Final Demand Notice CHF

Collection Letter 1 EUR

Collection Letter 2 EUR

Final Demand Notice EUR

Make sure all the other relevant fields are correctly entered.

Make some back dated multi currency invoices in test environment and check if it working as expected.

Thanks, Kaushik

This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.

P.S:- Please mark the answer as verified if the issue is Resolved.

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Community Member on at

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Hi Kaushik,

Thank you so much!

It worked :)

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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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