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