Dunning Setup Tasks
Before using the Dunning Letters SuiteApp, set up tasks must be completed.
The following diagram and table show the setup tasks for dunning.
Setup Tasks |
Users |
Help Topics |
---|---|---|
Assign Dunning Roles to Employees |
Administrator |
Dunning Permissions and Access Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records |
Schedule the Dunning Evaluation Workflow |
Administrator |
|
Create Dunning Templates |
Administrator or Dunning Director (with knowledge of FreeMarker), Implementation Partner, NetSuite Professional Services |
Configuring Multiple Languages Setting Preferences on the Customer Record Creating Dunning Template Records Best Practices for Creating and Using Dunning Templates |
Configure Subsidiaries for Dunning |
Dunning Director, Accountant |
|
Create Dunning Level Rules |
Dunning Director, Accountant |
|
Create Dunning Procedures |
Dunning Director, Accountant |
|
Set the Dunning Procedure Priority |
Dunning Director, Accountant |
|
Assign Dunning Procedures |
Dunning Director, Accountant |
|
Bulk Update Customer Records |
Dunning Director, Accountant |
|
Define Dunning Letter Recipients on Customer Records |
Dunning Manager |
|
Create Dunning Pause Reasons |
Dunning Manager |
Related Topics
- Dunning Overview
- Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning
- Understanding Dunning Terminology
- Dunning Limitations and Best Practices
- Enabling Dunning
- Prerequisites for Dunning
- Dunning Roles
- Dunning Permissions and Access
- Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records
- Customizing Roles to Use the Dunning Features
- Using the Dunning Tab