Collection letter journal (form)
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.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
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. |
Buttons
Button |
Description |
|---|---|
Print a copy of the collection letter that is selected on the Overview tab. |
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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. |
Fields
Field |
Description |
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|---|---|---|---|---|---|---|---|---|---|
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. |
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Collection letter |
The number of the current collection letter. |
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Date |
The date of the current collection letter. The field is updated automatically on the specified date when the collection letter is generated. |
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Collection letter code |
The collection letter code for the current collection letter. |
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Billing classification |
The billing classification for the collection letter. Note This control is available only if the Public Sector configuration key is selected. |
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Block |
If this check box is selected, additional invoices and deliveries for the customer cannot be processed. Note To unblock the account, select No in the Invoicing and delivery on hold field in the Customers form. |
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Status |
The status of the current collection letter. The following status codes are available.
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Currency |
The currency code for the current collection letter. Note The currency that is used for collection letter is the currency that is selected in the Customers form. |
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Fee |
The fee for the collection letter in the customer’s currency, excluding any sales tax. |
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Total |
The total amount for the collection letter transaction. |
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Voucher |
The voucher number in the ledger. |
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Name |
The name of the customer for the collection letter. |
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Language |
The language of collection letter. |
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Payment ID |
The payment ID for the collection letter. |
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Printed |
The date when the current collection letter was printed. |
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Updated |
The date that the collection letter was posted. |
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Canceled |
The date when the collection letter was canceled. |
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Printed |
If this check box is selected, the current collection letter has been printed. |
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Sales tax group |
The sales tax code for the collection letter. The sales tax code is assigned to the customer in the Customers form. |
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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. |
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Print code |
The sales tax code that is printed on the voucher. |
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Sales tax amount |
The sales tax amount for the collection letter transaction. |
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Posting profile |
The posting profile for the current transaction. |
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Reference |
The number sequence from which the current collection letter number originates. |
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Terms of payment |
The payment terms that were generated by using the Terms of payment form. |
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Due date |
The due date of the transaction. |
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Voucher |
The ledger voucher number for the transaction. |
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Date |
The date of the transaction that the collection letter is being issued for. |
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Invoice |
The invoice number for the transaction, if any. |
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Description |
The description of the transaction that is the basis of the collection letter. |
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Currency |
The currency of the original transaction. |
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Calculation amount |
The amount that the collection letter is calculated from. |
See also
Print/post collection letters (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).