Dunning Limitations and Best Practices

Before using the Dunning Letters SuiteApp, be aware of the current limitations and best practices.

Dunning Letters SuiteApp Limitations

The Dunning Letters SuiteApp currently has the following limitations:

• Only accounts with the Multiple Currencies feature enabled can use the Dunning Letters SuiteApp.

• The Custom Statement Form field on the dunning template page currently cannot filter transaction forms by type. The dropdown list includes all transaction forms.

• The Dunning Manager field and Default Dunning Manager fields currently cannot filter employees by role. The dropdown list includes all active employees.

• The maximum number of dunning levels that you can add to a dunning procedure is 15.

• The NetSuite file size limit for generated PDFs is 5MB. If attachments exceed the limit, the system splits them into various files in the same folder in the file cabinet. See Printing Dunning Letters. For information about storage space, see File Cabinet Overview.

• When printing letters using the Dunning PDF Printing Queue, the system can print only up to 100 letters at one time.

• When sending email using the Dunning Email Sending Queue, the system can send only up to 100 letters at one time.

• Creating and updating dunning procedures can be done through the user interface or through CSV import. The Dunning Letters SuiteApp currently does not support the importing of dunning procedures using SOAP web services or SuiteScript.

• The Dunning Letters SuiteApp cannot detect bounced email messages. If a customer requests you to resend a dunning letter, you can go to the Communication subtab on the customer, invoice or invoice group record to access the dunning letter and forward it. See Resending a Dunning Letter.

• The Recently Sent/Printed Dunning Letters portlet uses the NetSuite server time for recording the date and time.

• For standard invoices, if you check the Attach Copies Of Invoices box on a dunning template, then you can send up to 95 invoices at the same time.

• If a custom template is used to print an invoice, then the number of invoices that can be printed depends on the size of the custom form. This happens because of the following conditions for the workflow action script:

  • Governance limit of 1000

  • Time out limit of 5 minutes

Best Practices for Dunning

When using the Dunning Letters SuiteApp, you can use the following best practices:

1. A limitation prevents the Dunning Letters SuiteApp from showing the sublists on the dunning forms when you select the -New- option in the dropdown list or when you click the plus icon to create a new record.

   Therefore, when you set up your account to use the Dunning Letters SuiteApp, NetSuite recommends the following:

   • Always use the Dunning Setup menu to go to the pages for creating new dunning records.

   • Do not select the -New- option in the dropdown lists to create a new record.

   • If you are logged in with the Administrator role, do not click the plus icon beside the field to create a new record.

   This guideline applies to the following:

   • Dunning Procedure field on the customer, invoice or invoice group record

   • Dunning Level Rule field on the dunning procedure record

   • Dunning Template field on the dunning procedure record

   • Dunning Pause Reason field on the customer, invoice or invoice group record

2. When creating saved searches to use for dunning, use only standard NetSuite fields for your search filters. Using fields provided by other SuiteApps cause errors when those fields are changed or removed.

3. In General Preferences, the recommended number of rows to show in list segments is not more than 250. Longer list segments cause errors. See General Personal Preferences.

4. NetSuite recommends that you update your customer records using the Bulk Update Customer Records page. This should be performed as a one-time setup task after assigning dunning procedures to customer and invoice records to avoid disrupting the dunning process. See Bulk Updating Customer Records for Dunning.

5. Before you create dunning template records, be sure to read Best Practices for Creating and Using Dunning Templates.

General Notices