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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Collection letter is n...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Collection letter is not generated for one customer

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Posted on by JuleWergne 12

Hi all,

we have the following problem: when generating collection letters for customers, we found out, that there is one customer, where no collection letter is generated(although there are due invoices).

Do you have idea, why collection letters are not generated for this only customer?

I checked all the setup: customer posting profile, collection letter sequence - everything is OK. The setup for this customer is also the same as for other customers where collection letters are generated.

I need your help please.

Thank you!

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Collection letter is not generated for one customer

    Hi,

    Can you check whether the invoices have the approved parameter enabled in the invoice details? Can you please check the transactions for this customer?

    Best regards,

    Ludwig

  • JuleWergne Profile Picture
    JuleWergne 12 on at
    RE: Collection letter is not generated for one customer

    Hi Ludwig,

    yes, the transactions have the "approved" parameter:

    3252.approved.png

    Best regards

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Collection letter is not generated for one customer

    Hi JuleWergne,

    Many thanks for the update.

    Please check also

    * the customer posting profile and whether a collection letter sequence is assigned to the group where the customer belongs to

    * the collections workspace to see whether the status of the invoice has been set to disputed.

    * whether the customer is on hold/blocked for any transaction; either by using standard features or an adjustment

    If those things look all ok then get into touch with a developer to debug.

    Best regards,

    Ludwig

  • Suggested answer
    SREEPRIYA KOLAGANI Profile Picture
    SREEPRIYA KOLAGANI on at
    RE: Collection letter is not generated for one customer

    Hi JuleWergne,

    Not sure which option you are using while creating the collection letter, is it set to 'Collection letter 1 / 2 / 3'?  Please check if the collection letter  (1 / 2 / 3) which you are trying to generate is already showing in Review and post collection letters and is already posted. If so, system won't generate the same once again. If it's not the case, then try by keeping this option 'collection per customer' and check if that helps. Hope you are not using collections  process automation.

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

    Regards,

    Sreepriya.

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

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