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Collection letter overview report (CustCollectionLetterOverview) [AX 2012]

Updated: September 7, 2011

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to review collection letters before posting. When the New collection letters periodic job has been performed, and collection letters have been created, the Print/post collection letters form shows all collection letters that were created.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Billing classification

Select one or more billing classifications to include in the results.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Include transactions without a billing classification

If this check box is selected, all transactions that do not have a billing classification assigned to them will be displayed in the results.

NoteNote

This control is available only if the Public Sector configuration key is selected.

From date

Enter the starting date for the range of collection letter dates to include on the report.

To date

Enter the ending date for the range of collection letter dates to include on the report.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

CustCollectionLetterOverview

Location of report in the AOT

SSRS Reports\Reports\CustCollectionLetterOverview

Menu item of the report

CustCollectionLetterOverview

Navigation to the report

Click Accounts receivable > Periodic > Collections > Print/post collection letters. Click Print > Collection letter overview.

The data on this report comes from the following sources:

  • CustCollectionLetterJour table

  • CustCollectionLetterTrans table

  • CustTrans table

  • DirPartyTable table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).

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