Explore the next level of Functions
One of the best features of Collections Management is the ability to pull in Functions. Functions work a lot like the mail merge fields of Microsoft Word: you create a generic letter, including the function as a type of placeholder where the customers’ specific information will go. Whenever you process the letter, Collections Management pulls the correct data depending on the function you set up, and will then insert it into the letter. The result is a letter that is very customer specific, without you yourself needing to look up each of the details individually.
There are several different out-of-the-box functions that come with Collections Management. You can select them in either the GP Text Letter builder:
Alternatively, these functions are also available in the Word letters feature of Collections:
Beyond just inserting these functions themselves, many of them have options you can plug in to make them even more powerful.
For example, when you open the help file for Collections Management (press F1 from a Collections Management window) you can go to the Letter Functions section to see the additional options available:
This information is also available in Chapter 8 of the user manual saved in the GP\Documentation folder.
For example, you can add space padding, choose between Functional or Originating Currency, or select Aging Buckets.
If you need something more, however, you’re still in luck. If you know Dexterity (the programming language Dynamics GP is written in) you can create your own call functions for Collections Management. Starting with the R2.1 install released September 2013, the GP\Documentation folder contains a resource entitled CollectionsManagementTechnicalReference.pdf. That file gives demonstrations of how to create your own functions in Dexterity: