Collection letter overview report (CustCollectionLetterOverview)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this report to review collection letters before posting. When the New collection letters periodic job has been performed, and collection letters have been created, the Print/post collection letters form shows all collection letters that were created.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
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 be displayed in the results. Note This control is available only if the Public Sector configuration key is selected. |
From date |
Enter the starting date for the range of collection letter dates to include on the report. |
To date |
Enter the ending date for the range of collection letter dates to include on the report. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
CustCollectionLetterOverview |
Location of report in the AOT |
SSRS Reports\Reports\CustCollectionLetterOverview |
Menu item of the report |
CustCollectionLetterOverview |
Navigation to the report |
Click Accounts receivable > Periodic > Collections > Print/post collection letters. Click Print > Collection letter overview. |
Where the data in this report comes from
The data on this report comes from the following sources:
CustCollectionLetterJour table
CustCollectionLetterTrans table
CustTrans table
DirPartyTable table
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).