Creation of collection letter (class form)

  • Article

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 > New collection letters.

Use this form to generate collection letter note proposals and new collection letter codes for customer accounts that have open transactions for which the due date has passed.

The proposals that you generate in this form appear in the Print/post collection letters form.

Task that uses this form

Create collection letters

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

Enter criteria on the General tab

Submit a batch processing job from a form

Fields

Field

Description

Billing classification

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

Note

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 appear in the results.

Note

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

Invoice

Select this check box if invoices are included in the proposal.

Credit note

Select this check box if credit notes to the customer are deducted.

Payment

Select this check box if payments from the customer are deducted.

Interest

Select this check box if unpaid interest notes are included.

Collection letter

Select the collection letter code for which the proposal is generated.

Note

If you select Collection per customer, only one collection letter is printed for each customer regardless of the different collection letter codes. The text of the letter is that of the highest collection letter code. For example, if you recently started sending collection letters for a customer and your selections in this form would typically create letters for both Collection letter 1 and Collection letter 2, only Collection letter 2 would be created.

Collection letter date

Enter the date of the collection letter proposals.

Use posting profile from

Select the origin of the posting profile for the proposal lines that are generated:

  • Account – Use the posting profile of the relevant customer account for each collection letter note.

  • Select – Indicate a posting profile in the Posting profile field.

Posting profile

If you selected Select in the Use posting profile from field, select the posting profile that you want to use for collection letter notes.

See also

Collection letter (form)

Print/post collection letters (form)

Set up a collection letter sequence

Control posting and printing of collection letters

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