Adding Dunning Levels to a Dunning Procedure
Each dunning procedure must have at least one dunning level. Dunning levels dictate which dunning letter template to use for a particular dunning level rule. Typically, a friendly reminder is used when a customer is only a few days late. When the overdue amount or days overdue exceed a certain threshold, a more aggressive letter is used.
You can add a maximum of 15 dunning levels to a dunning procedure. For each dunning level, you must assign a dunning letter template record.
Before you can add dunning levels to a dunning procedure, you must first create dunning level rule records. See Creating Dunning Level Rules.
To add dunning levels to a dunning procedure:
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Edit or create a new dunning procedure record.
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Click the Levels subtab.
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Add levels by performing the following steps:
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In the Dunning Level Rule column, select dunning level rule to apply to the level. The following columns are automatically filled in when you select a dunning level rule:
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Currencies
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Default Currency
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Minimum Transaction Amount
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Total Overdue Balance
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Days Overdue
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In the Template column, select the dunning template record to be used for the dunning level.
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Click Add to save the level.
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Repeat steps 3–4 for additional levels. You can create a maximum of 15 levels for one dunning procedure.
Note:The first row is the lowest level. Subsequent levels must have a greater value for Days Overdue than the previous level. You can insert a level between two levels if the number of days overdue is greater than the previous level and less than the subsequent level. Only the last level can be deleted.
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Click Save.
To edit a dunning level in a dunning procedure:
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On the Dunning Procedure page, click the value in the Dunning Level Rule column to select a various rule, or click the value in the Template column to select a various template.
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To change the order of the levels, drag the level to the desired row. The first row is the lowest level. Subsequent levels must have a greater value in the Days Overdue field than the previous level.
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Click OK.
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Click Save to save the dunning procedure.
To delete a dunning level from a dunning procedure:
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On the Dunning Procedure page, click the level that you want to delete.
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Click Remove.
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Click Save to save the dunning procedure.