Understanding Dunning Terminology
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Term |
Definition |
Related Help Topics |
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Dunning Letter |
Also known as a debt chasing letter. In NetSuite, dunning letters can be sent by email or generated as a PDF for printing. |
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Customer Dunning |
Also referred to as customer level dunning. See Customer Level Dunning for a detailed explanation. |
Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning |
Invoice Dunning |
Also referred to as invoice level dunning. See Invoice Level Dunning for a detailed explanation. |
Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning |
Invoice Group Dunning |
Also referred to as invoice group level dunning. See Invoice Group Level Dunning for a detailed explanation. |
Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning |
Dunning Director |
A custom role included in the Dunning Letters SuiteApp. It is based on the standard Accountant role. |
Dunning Permissions and Access Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records |
Dunning Manager |
A custom role included in the Dunning Letters SuiteApp. It is based on the standard A/R Clerk role. |
Dunning Permissions and Access Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records |
Dunning Evaluation Workflow |
Scheduled workflow that determines which customers, invoices and invoice groups need to be dunned, and sends dunning letters by email automatically.
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Dunning Procedure |
Defines the escalation points or dunning levels, and the time that must elapse before a dunning letter is sent to a customer. |
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Dunning Level |
Defines the thresholds for overdue amounts and days overdue, as well as the dunning letter templates to use for each level. |
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Dunning Level Rule |
Defines the days overdue and the outstanding amount thresholds in various currencies. |
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Dunning Selection Criteria |
Filters the customers, invoices and invoice groups to which a dunning procedure can be assigned automatically on the customer, invoice or invoice group record. |
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Dunning Recipient |
A contact added to the Dunning Recipient subtab of a customer record. |
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Dunning Template Record |
A custom record that specifies the PDF and email template files to use for each language and dunning level for a particular dunning procedure. On a dunning procedure record, you specify the dunning template records to use. |
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Dunning Email Template |
Template file used for dunning letters that will be sent by email. |
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Dunning PDF Template |
Template file used for dunning letters that will be generated as a PDF for printing. |
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Dunning Pause Reason |
A custom record that defines a reason for temporarily stopping the dunning process for a customer, invoice or invoice group. |
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Dunning Evaluation Result |
A dunning evaluation result is created for each customer, invoice or invoice group that is dunned and have the Dunning Recipient details including cc and bcc.
Important:
Editing the dunning evaluation result may cause errors in the sending of dunning letters. |
Related Topics
- Dunning Overview
- Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning
- Dunning Limitations and Best Practices
- Enabling Dunning
- Prerequisites for Dunning
- Dunning Setup Tasks
- 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
- Scheduling the Dunning Evaluation Workflow
- Configuring Subsidiaries for Dunning
- Setting Up Dunning Procedures
- Understanding Dunning Letter Templates
- Managing Dunning