Viewing Dunning History
Use the Dunning History window to review a transaction's complete dunning history. You can view the dunning history for any Receivables transaction, regardless of your dunning method. The Dunning History window displays the date this transaction was selected for dunning, its current dunning level (if you use the Staged Dunning method), the dunning letter on which this transaction was printed, the dunning letter set to which this letter belongs, and any associated interest charges. Each row in this window represents a separate dunning submission that selected this item for dunning.
If the transaction you are viewing uses the Staged Dunning method, you can also modify its dunning level in this window. You may want to do this, for example, if your customer has remitted payment for a past due item, and you want to ensure that it is not included in your next dunning submission.
You can update a past due debit item's dunning level at any time.
To view the dunning history for a specific customer, dunning letter, or letter set:
1. Navigate to the Account Details window.
2. To limit your query, enter selection criteria in the Find Account Details window. For example, enter a Transaction Number, a range of Due Dates, a Bill-To Customer Name, transaction Class, Status, or low and high values of Balances Due to select only those transactions. Leave a field blank if you do not want to limit your query to transactions matching that criteria.
Note: If the profile option AR: Show Billing Number is Yes, Receivables displays two Transaction Number fields in the Find Account Details window. Enter a Consolidated Billing Invoice number in the first field to find all transactions associated with a specific consolidated billing invoice. Enter a transaction number in the second field to find a specific transaction. See: Consolidated Billing.
4. Select the transaction to view, then choose Dunning History.
5. To modify this item's dunning level, enter a new dunning Level. You can change a dunning level to 0 (zero) or any positive number.
6. If you made any changes, save your work.
See Also
Collections
Dunning Letters
Printing Dunning Letters
Staged Dunning
Dunning History Report
