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[Travis Kurtz]

I’m trying to figure out where the collection letter that the customer receives is formated & can it be changed. Is it an SSRS report? Is it something a developer has to change or is there a way a none developer can make changes?
Thanks in advance. 

Examples:

1. Move notes section where we can include our own wording above the list of past due invoices
2. Remove header rows for:
   1. Telephone
   2. Fax
   3. Giro
   4. Tax registration number
   5. Enterprise number
3. Remove header rows for:
   1. Terms of payment
   2. Due date
   3. Currency

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Travis Kurtz
Mansfield Oil Company
Gainesville GA
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[Kelly (Kane) Gustafson]

Hi Travis,

This is an SSRS report. A developer or your partner would be able to make a really quick project out of this.

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Kelly Kane
Customer Experience Manager
Ellipse Solutions LLC
Dayton OH
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[Travis Kurtz]

Thanks. This was helpful.

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Travis Kurtz
Mansfield Oil Company
Gainesville GA
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[Arush Kuthiala]

Hi Travis

If you are just looking to change the body / text you can do so in the Form Notes, for formatting changes and such that would be a developer.

Thanks,

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Arush Kuthiala
Western Computer
Toronto ON
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[Travis Kurtz]

Thanks. This was helpful.

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Travis Kurtz
Mansfield Oil Company
Gainesville GA
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[Klemen Novak]

Hi Travis,

Changing the Collection Letter report and any other SSRS is really an easy task with Docentric. We can also help you with the distribution and archiving of collection letters in the dunning process. You can check our articles about this.

https://ax.docentric.com/are-you-ready-to-collect-more-of-your-money/
https://ax.docentric.com/send-collection-letters-with-overdue-invoices-in-d365fo/

You can even try our free version of the product here: https://ax.docentric.com/free-edition/

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Klemen Novak (klemen.novak@docentric.com)
Partner channel manager
Docentric d.o.o.
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[Johannes Linder]

Hi Travis,

if you’d like to work with conditions for header rows or entire text blocks and design documents with low code / none Dev in MS Office check out dox42: https://www.dox42.com/Scenarios/Dynamics_365_Finance_and_Operations

Best,
Johannes

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Johannes Linder
Lead Technical Evangelist
dox42 GmbH
Vienna
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