Print/post collection letters (form)

Article
05/05/2014

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 > Periodic > Collections > Print/post collection letters.

Use this form to change, print, and post the collection letters that you generate in the Creation of collection letter form.

Task that uses this form

Create collection letters

Navigating the form

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

Tabs

Tab	Description
Overview	View the collection letters that are not posted. These are sorted first by collection letter code, and then by the date when they were automatically generated. Note Each collection letter displays the highest collection letter code that is associated with the transactions that it includes. For example, if a transaction for a customer was included on a previous collection letter, the collection letter code is 2. Another transaction was not included on any other collection letters, and its collection letter code is 1. The collection letter proposal line displays 2, because that is the highest collection letter code for the transactions for the customer.
General	View or change additional information about the selected collection letter.
Address	View or change the address information for the selected collection letter.
Transactions	View or change the transactions that are included on the selected collection letter. For example, if the same customer has an invoice that was due 180 days ago and another invoice that is not yet due, you can exclude the invoice that is not yet due from the collection letter.
Note	View or change the note that is attached to the selected collection letter.
Financial dimensions	View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Buttons

Button	Description
Voucher	Open the Voucher transactions form, where you can view, by voucher number, the ledger transactions that are related to the selected collection letter.
Cancel	Open the Cancel collection letter note form, where you can cancel the selected collection letter.
Post	Open the Post collection letter note form, where you can post the selected collection letter.
Print	Open a menu that contains the following items: Collection letter note – Open the Collection letter note form, where you can print the selected collection letter. Collection letter overview – Open the Collection letter overview form, where you can print a list of collection letters to review before you post them.

Fields

Field	Description
View	Select this check box to enable the Status and Printed fields. You can use these fields to filter the information that is shown in the form.
Status	Select a status to view collection letters for only the selected status.
Printed	Select this check box to view only printed collection letters.
Collection letter	The number of the current collection letter.
Billing classification	The billing classification for the collection letter. Note This control is available only if the Public Sector configuration key is selected.
Date	The transaction date of the current collection letter. This date is specified in the Collection letter date field in the Creation of collection letter form when you generate collection letters.
Collection letter code	The collection letter code for the collection letter.
Customer account	The customer account for the collection letter.
Status	The status of the current collection letter. Created – The collection letter has been generated. Posted – The collection letter has been posted. Canceled – The collection letter was canceled.
Printed	If this check box is selected, the current collection letter has been printed.
Name	The name of the customer for the collection letter.
Language	The language of the collection letter.
Payment ID	The payment ID for the collection letter.
Block	Select this check box to block the customer from additional invoicing. Note Blocking must be canceled manually by clearing the Invoicing and delivery on hold check box in the Customers form.
Posting profile	The posting profile for the collection letter transaction.
Currency	The currency code for the collection letter. Note The currency used for the collection letter is always the currency that is specified in the Customers form.
Fee	The charge for the collection letter, excluding any sales tax. Note The currency used for the collection letter fee is always the currency that is specified in the Customers form.
Voucher	The voucher number in the ledger. When the collection letter is posted, this field is updated automatically.
Reference	The number sequence from which the current collection letter number originates.
Terms of payment	Select the payment terms for the collection letter transaction. Payment terms are set up in the Terms of payment form.
Due date	The due date of the collection letter transaction.
Total	The total amount for the collection letter transaction.
Sales tax group	The sales tax code for the collection letter. Specify the sales tax code for the customer in the Customers form.
Item sales tax group	The item sales tax group of the current transaction. Specify the item sales tax group for collection letters 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.
Printed	The date that the collection letter was printed.
Updated	The date that the collection letter was posted.
Canceled	The date that the collection letter was canceled.
Location ID	The location identifier of the address.
Name or description	The name or description of the address. For example, a customer might have a billing address and a shipping address.
Address	The customer's address. This information is retrieved from the address that is associated with the invoice account and cannot be changed on the collection letter.
Voucher	The ledger voucher number for the transaction.
Date	The date of the transaction for which a collection letter is being issued.
Invoice	The invoice number for the transaction, if any.
Due	The due date for the transaction.
Currency	The currency code of the original transaction.
Calculation amount	The amount that the collection letter is calculated from.
Balance	The amount of the original transaction that is not yet settled.
Issue collection letter	Select this check box if you want the current overdue sum to be collected.
Collection letter code	The collection letter code to be included in the collection letter.
Description	The description from the transaction that is the basis of the collection letter.
Note	The note that is attached to the collection letter.
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Where the %1 dimension is used	The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group. Note The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.