1. Microsoft Dynamics AX Credit and Collections
Ryan Seitz Support Escalation Engineer

2. Credit and Collections Module
– Separated out from Accounts Receivable
from Dynamics AX 2012

3. Setup Collection Letters
–Form Notes
–Click New to create and you can select Customer Collection letter 1-5.
–You can then add text to this collection letter.

4. Collection Letter Sequence
– Collection Letter Sequences
–You can create a sequence by adding which collection letters to the sequence before the collection notice occurs.
–Have the option whether or not to add a fee with the collection letter.

5. Collection Letter Sequence (Cont.)
–Assigning the Collection Letter Sequence
– Entered on the Customer Posting Profile.
– You can use a different Collection Letter Sequence for All, Group, or Table for a posting profile.

6. Process Collection Letters
– Create Collection Letters
– Select which collection letter you would like to process, the date of the collection letter, the posting profile from (account, select), and which posting Profile.
– Parameters to include are Invoice, credit Note, Payment, Interest.
– You can select specific customer accounts to include by applying a filter.
- Batch processing available.

7. Process Collection Letters (Cont.)
– Review and Process Collection Letters form
– Review collection letters that are generated here.
– You can post or cancel the letter
– You can view the voucher if you have fees associated

8. Process Collection Letters (Cont.)
– Collection Letter Journal
–Record of the voucher, the total and if there is a fee that is created from the Collection Letters Form.

9. Reports
– Collection Letter Note Report

11. Q & A

12. 10/25/2017 9:52 PM
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.