Valid collection letter code [AX 2012]

Updated: July 6, 2016

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

Use this field in the Customer transactions, Settle open transactions or the Open transactions form to manually determine the next collection letter code that will be used for the customer transaction.

  • If the Valid collection letter code field value is Collection letter 1, the next collection letter is Collection letter 2.

  • If the Valid collection letter code field value is Collection letter 2, the next collection letter is Collection letter 3, and so on.

For example, if you change the customer transaction setup from Collection letter 2 to Collection letter 3, the next collection letter is created by using Collection letter 4.

If the created collection letter is updated when it is printed or posted, the Collection letter, Collection letter code, and Date fields in the Customer transactions form are updated. The Valid collection letter code field displays the same collection letter code as the updated collection letter.

If an updated collection letter is canceled, the customer transaction is reset to the previously updated collection letter code.

In practice, there are many reasons to manually adjust a collection letter code. The following example of invoices for the same customer illustrates one situation:

  • An invoice totaling 100,000.00 with Collection letter 2.

  • An invoice totaling 20.00 with Collection letter 4.

The text for Collection letter 4 would likely include a statement that this is the last notice before the overdue amount is turned over to a collection agency. It would be too severe to use the text of Collection letter 4 for both invoices, because the invoice totaling 100,000.00 will also be included in that collection letter if the Collection per customer option is selected in the Collection letter field when collection letters are created in the Creation of collection letter form.


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