Assigning a Dunning Procedure to an Invoice Group Manually
The ability to assign a dunning procedure manually to an invoice depends on your role:
|
Task |
Role Level |
|---|---|
|
Assign a dunning procedure to a new invoice group manually |
Dunning Director |
|
Edit the dunning procedure assigned to the invoice group |
Dunning Director Dunning Manager assigned to the invoice |
To assign a dunning procedure to an invoice group manually:
-
Edit a invoice group record.
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In the Dunning Procedure field, select a dunning procedure. Only dunning procedures that can be assigned to this customer based on the subsidiary defined in the dunning procedure are available for selection.
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On the Procedure Setup subtab, perform the following steps:
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The Dunning Manager field shows the name of the default dunning manager for the dunning procedure record that you selected. Only users with dunning director permissions and access levels can change the dunning manager assigned to an invoice group.
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Click Save.
Related Topics
- Dunning Overview
- Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning
- Understanding Dunning Terminology
- Dunning Setup Tasks
- Configuring Subsidiaries for Dunning
- Setting Up Dunning Procedures
- Defining Dunning Selection Criteria
- Setting the Priority Order of Dunning Procedures
- Assigning Dunning Procedures
- Assigning a Dunning Procedure to a Customer
- Assigning a Dunning Procedure Automatically Upon Customer Record Creation
- Assigning a Dunning Procedure to a Customer Manually or Semiautomatically
- Assigning a Dunning Procedure to an Invoice
- Assigning a Dunning Procedure Automatically Upon Invoice Record Creation
- Bulk Assigning Dunning Procedures