1. Order Management
  2. Overdue Balances and Collections
  3. Dunning
  4. Assigning Dunning Procedures
  5. Bulk Assigning Dunning Procedures

Bulk Assigning Dunning Procedures

You can assign dunning procedures in bulk to customer records and invoice records using any of the following methods:

Assigning Dunning Procedures Using the Dunning Bulk Assignment Page

You can use the Dunning Bulk Assignment page to assign dunning procedures to multiple customers, invoices or invoice groups at one time. During bulk assignment of dunning procedures to customers, invoices and invoices groups, the Dunning Procedure field of the customer, invoice or invoice group record is populated with the dunning procedure that you selected on the Dunning Bulk Assignment page. The Dunning Manager field is also populated with the name of the default dunning manager that was saved on the dunning procedure record.

To bulk assign dunning procedures to customers:

  1. Go to Dunning > Setup > Dunning Bulk Assignment.

  2. In the Applies To field, select Customer.

  3. In the Dunning Procedure field, select the dunning procedure you want to assign to multiple customers.

  4. In the list displayed, select customers by checking the box next to the customer name.

    Click Mark All to select all customers on the page. To clear all boxes, click Unmark All.

    Important:

    The list displays customers to which the selected dunning procedure is not assigned. This includes customers that do not have dunning procedures, and customers that already have a different dunning procedure assigned. This can also include customers with paused dunning. Bulk assignment will change the dunning procedure and dunning manager assigned to them. For customers with paused dunning, changing the dunning procedure will not change the value of the Pause Dunning box. NetSuite discourages bulk assigning dunning procedures to customers with paused dunning. To limit the customers displayed in the list, you can add a saved search that defines the selection criteria for assigning the dunning procedure. See Defining Dunning Selection Criteria.

  5. Click Assign to Customers.

    Note:

    If a high number of records is selected, NetSuite processes the bulk assignment using a script in the background. The system sends you an email notification when processing has been completed.

To bulk assign dunning procedures to invoices:

  1. Go to Dunning > Setup > Dunning Bulk Assignment.

  2. In the Applies To field, select Invoice.

  3. In the Dunning Procedure field, select the dunning procedure you want to assign to multiple invoices.

  4. In the list displayed, select invoices by checking the box next to the customer name.

    Click Mark All to select all invoices on the page. To clear all boxes, click Unmark All.

    Important:

    The list displays invoices to which the selected dunning procedure is not assigned. This includes invoices that do not have dunning procedures, and invoices that already have a different dunning procedure assigned. This can also include invoices with paused dunning. Bulk assignment will change the dunning procedure and dunning manager assigned to them. For invoices with paused dunning, changing the dunning procedure will not change the value of the Pause Dunning box. NetSuite discourages bulk assigning dunning procedures to invoices with paused dunning. To limit the invoices displayed in the list, you can add a saved search that defines the selection criteria for assigning the dunning procedure. See Defining Dunning Selection Criteria.

  5. Click Assign to Invoices.

    Note:

    If a high number of records is selected, NetSuite processes the bulk assignment using a script in the background. The system sends you an email notification when processing has been completed.

To bulk assign dunning procedures to invoice groups:

  1. Go to Dunning > Setup > Dunning Bulk Assignment.

  2. In the Applies To field, select Invoice Group.

  3. In the Dunning Procedure field, select the dunning procedure you want to assign to multiple invoice groups.

  4. In the list displayed, select invoice groups by checking the box next to the customer name.

    Click Mark All to select all invoice groups on the page. To clear all boxes, click Unmark All.

    Important:

    The list displays invoice groups to which the selected dunning procedure is not assigned. This includes invoice groups that do not have dunning procedures, and invoice groups that already have a different dunning procedure assigned. This can also include invoice groups with paused dunning. Bulk assignment will change the dunning procedure and dunning manager assigned to them. For invoice groups with paused dunning, changing the dunning procedure will not change the value of the Pause Dunning box. NetSuite discourages bulk assigning dunning procedures to invoice groups with paused dunning. To limit the invoice groups displayed in the list, you can add a saved search that defines the selection criteria for assigning the dunning procedure. See Defining Dunning Selection Criteria.

  5. Click Assign to Invoice Groups.

    Note:

    If a high number of records is selected, NetSuite processes the bulk assignment using a script in the background. The system sends you an email notification when processing has been completed.

Assigning Dunning Procedures Using CSV Import

As an administrator, you can assign dunning procedures in bulk to customer, and invoice records by importing data from a CSV file. For more information, see CSV Imports Overview.

The following dunning fields can be updated using the CSV Import Assistant:

Customer Record

Invoice Record

  • Dunning Procedure

  • Allow Letters to be Printed

  • Allow Letters to be Emailed

  • Pause Dunning

  • Do Not Send Letters to Customer Email

  • BCC Email to Sales Representative

  • Dunning Pause Reason

  • Dunning Pause Reason Detail

  • Dunning Manager

  • Dunning Procedure

  • Allow Letters to be Printed

  • Allow Letters to be Emailed

  • Pause Dunning

  • Dunning Pause Reason

  • Dunning Pause Reason Detail

  • Dunning Manager
Important:

Dunning fields are intended for customer records, invoice records and invoice group records only. However, dunning fields are displayed by default on sales orders and other transaction records. You should customize transaction forms to hide the dunning fields on transactions other than invoices. For information on customizing forms, see Creating Custom Entry and Transaction Forms.

The Dunning Letters SuiteApp includes sample CSV files that you can use as guides for adding or updating the values in the dunning fields on customer records and invoice records. You can download the files from the file cabinet at Documents > Files > File Cabinet. Go to:

For more information, see Importing CSV Files with the Import Assistant.

The following table shows the differences between using the user interface (UI)and using the CSV import assistant for updating customer records and invoice records.

When editing dunning fields using the UI, the system gives access to dunning fields based on roles. When using CSV import, you should use the Administrator role.

Scenario (invoice or customer record is assigned a dunning procedure)

Using the UI

Using CSV Import

Unpausing dunning for the customer, invoice or invoice group record (clearing the Pause Dunning box)

The dunning evaluation is triggered after the record is saved.

The dunning evaluation is not triggered.

Saving a customer, invoice or invoice group record without checking either or both Allow Letters To Be Emailed and Allow Letters To Be Printed boxes

The system shows an error message.

The CSV import fails.

Saving a customer, invoice or invoice group record without a dunning manager

The Dunning Manager field is populated when you select a dunning procedure.

If the Dunning Procedure field is set for the first time, and the Dunning Manager field is not assigned a value, the Dunning Manager field on the customer record is left blank.

To prevent data import errors when assigning dunning procedures to customers and invoices using CSV, be aware of the following:

Related Topics

General Notices