Collection letter journal (form) [AX 2012]

Updated: May 16, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts receivable > Inquiries > Collections > Collection letter journal.

–or–

Click Accounts receivable > Common > Customers > All customers. On the Action Pane, click the Collect tab, and then click Collection letter journal.

Use this form to view collection letters for all customers or for a particular customer.

  • To view all collection letters, open the Collection letter journal form from the Navigation Pane.

  • To view the collection letters for a particular customer, open the Collection letter journal form from the All customers list page.

The following tables provide descriptions for the controls in this form.

Tab

Description

Overview

View the list of collection letters.

General

For the collection letter that is selected on the Overview tab, view additional information, such as sales tax amount, posting profile, and collection letter status.

Lines

View the lines on the collection letter that is selected on the Overview tab.

Button

Description

Print

Print a copy of the collection letter that is selected on the Overview tab.

Voucher

Open the Voucher transactions form, where you can view, by voucher number, the ledger transactions that are related to the collection letter that is selected on the Overview tab.

Transactions

Open the Customer transactions form, where you can view transactions that are posted to the customer account for the collection letter that is selected on the Overview tab.

Field

Description

Customer account

The customer account for the collection letter.

This field is not available if you open the form from the All customers list page.

Collection letter

The number of the current collection letter.

Date

The date of the current collection letter. The field is updated automatically on the specified date when the collection letter is generated.

Collection letter code

The collection letter code for the current collection letter.

Billing classification

The billing classification for the collection letter.

NoteNote

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

Block

If this check box is selected, additional invoices and deliveries for the customer cannot be processed.

NoteNote

To unblock the account, select No in the Invoicing and delivery on hold field in the Customers form.

Status

The status of the current collection letter. The following status codes are available.

Status

Description

Created

The collection letter job has been run.

Posted

The collection letter has been posted.

Canceled

The collection letter was canceled by clicking Cancel in the Print/post collection letters form.

Currency

The currency code for the current collection letter.

NoteNote

The currency that is used for collection letter is the currency that is selected in the Customers form.

Fee

The fee for the collection letter in the customer’s currency, excluding any sales tax.

Total

The total amount for the collection letter transaction.

Voucher

The voucher number in the ledger.

Name

The name of the customer for the collection letter.

Language

The language of collection letter.

Payment ID

The payment ID for the collection letter.

Printed

The date when the current collection letter was printed.

Updated

The date that the collection letter was posted.

Canceled

The date when the collection letter was canceled.

Printed

If this check box is selected, the current collection letter has been printed.

Sales tax group

The sales tax code for the collection letter. The sales tax code is assigned to the customer in the Customers form.

Item sales tax group

The item sales tax group of the current transaction. The item sales tax group is specified in the Collection letter form.

Print code

The sales tax code that is printed on the voucher.

Sales tax amount

The sales tax amount for the collection letter transaction.

Posting profile

The posting profile for the current transaction.

Reference

The number sequence from which the current collection letter number originates.

Terms of payment

The payment terms that were generated by using the Terms of payment form.

Due date

The due date of the transaction.

Voucher

The ledger voucher number for the transaction.

Date

The date of the transaction that the collection letter is being issued for.

Invoice

The invoice number for the transaction, if any.

Description

The description of the transaction that is the basis of the collection letter.

Currency

The currency of the original transaction.

Calculation amount

The amount that the collection letter is calculated from.


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