Using the Dunning Tab

In accounts where the Dunning Letters SuiteApp is installed, the Dunning tab is available to Dunning Director, Dunning Manager, Accountant, and A/R Clerk roles.

The Dunning tab provides links to the following:

• Dunning Overview – To display the Dunning dashboard. See Using the Dunning Dashboard.

• Setup

  • Setup > Bulk Update Customer Records – See Bulk Updating Customer Records for Dunning.

  • Setup > Dunning Configurations – See Configuring Subsidiaries for Dunning.

  • Setup > Dunning Level Rules – See Creating Dunning Level Rules.

  • Setup > Dunning Templates – See Understanding Dunning Letter Templates.

  • Setup > Dunning Procedures – See Creating Dunning Procedures.

  • Setup > Dunning Bulk Assignment – See Bulk Assigning Dunning Procedures.

  • Setup > Dunning Procedure Priority – See Setting the Priority Order of Dunning Procedures.

  • Setup > Dunning Pause Reasons – Creating Reasons for Pausing Dunning.

• Letters

  • Email – See Sending Dunning Letters Manually.

  • PDF – See Printing Dunning Letters.

• Customer – To see the Customers list, to create a customer record, and to search for customers

• Invoice – To see the Invoices list, to create an invoice record, and to search for invoices

• Invoice Group – To see the Invoice Groups list, to create an invoice group record, and to search for invoice groups.

• Document

  Email Template – See Creating Dunning Letter Email Templates.

For information about permissions to access to the dunning pages, see Dunning Permissions and Access

General Notices