D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

Collection Letter Creation Batch Processing

  • 1.  Collection Letter Creation Batch Processing

    Posted 8 days ago

    I will start by saying that ​I have spent an embarrassing amount of time trying to get collection letters working. I am extremely close and we are going to start using them by manually creating them each day because I cannot get the batch processing to work as expected. Each time I set up a batch process to create collection letters for a customer(s), it creates the first ones fine but then the "Collection letter date" parameter does not advance to the current day when the batch job runs the next day. I have tried leaving the date blank and that doesn't work, it just defaults to the date I initiated the batch job. I have also tried entering advanced date query function (Day(0)) to no avail b/c this doesn't fit the format requirements for this field. Anyone figure out a way around this to streamline and automate creation of collection letters?



    ------------------------------
    Karl Arensdorf
    Corporate Controller
    Mansfield Oil Company
    Gainesville GA
    ------------------------------


  • 2.  RE: Collection Letter Creation Batch Processing

    TOP CONTRIBUTOR
    Posted 8 days ago
    Hopefully, this will be helpful and not simply bitching about the collection letter functionality.

    We worked with the collection letters about a year ago and found the out of the box functionality to be rather lacking.  We did not have the issue you describe.  I am wondering if, after printing the first round of letters, you are posting them?  The posting is key to the process and should increment each past due invoice to the next letter.  Aging will also play a factor in whether the next letter is generated.  The process generally goes:  generate, print, post.  Any time before posting you can cancel.  If you have any late fees or interest configured, the posting process will generate GL transactions for these.  We don't have any of that, so the posting simply updates the collection status of the past due invoices.

    Now for a little soap boxing.  Firstly, the design of the out of the box letter is bizarre.  We had to customize it.  The process is very invoice centric.  We would much prefer that it be balance based.  We don't want to send multiple collections letters to our customers if they have two past due invoices.  Ideally, the customer should get the letter for their worst invoice and also report the other invoices that are past due or simply show all open items.

    The other problem we encountered is the printing.  You can cancel collection letters that have been generated, but you can't delete them.  But, guess what you can do.  Print them.  Early on we had a user accidentally print cancelled collection letters.  These made it to the mailroom.  It was a big mess that probably cost one individual their job.  It also caused us to abandon the collection letters in D365.  I don't agree with this decision.  I see potential in the collections functionality, but it needs some work.  It also probably requires a dedicated resource that knows the process inside and out.

    Good luck.

    ------------------------------
    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA
    ------------------------------



  • 3.  RE: Collection Letter Creation Batch Processing

    Posted 8 days ago

    ​Mark,

    Thank you for the candid remarks. I also feel that the template is odd, at best. I do aim to customize it some to at least remove the due date which is completely irrelevant and confusing to the recipient. I also agree that it makes no sense that you can print a cancelled letter. I am setting up my print job to run on those which have not been printed previously but I have to first go through and manually print the 13,000+ letters created by our testing over the last 2 yrs.

    I have not been posting the letters because we do nothing with interest or penalties with these collection letters. I will try posting to see if that fixes the issue. Is there a way to control posting with a batch job or does someone have to manually post the letters each day?

    Thanks,

    Karl



    ------------------------------
    Karl Arensdorf
    Corporate Controller
    Mansfield Oil Company
    Gainesville GA
    ------------------------------



  • 4.  RE: Collection Letter Creation Batch Processing

    TOP CONTRIBUTOR
    Posted 8 days ago
    I don't recall if the posting process presents as a batch job you can schedule.  If not, I don't think it would be a big effort to create a batch class to perform it daily.

    ------------------------------
    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role