Customer Level Dunning

Customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp.

In customer level dunning, you're sending a dunning letter with all overdue invoices of the customer attached. Non-overdue invoices are also attached to the dunning letter if they meet any one of the dunning level criteria.

To understand the differences between customer level dunning and invoice level dunning, see Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.

To set up customer level dunning:

1. Create a customer dunning procedure:

   1. Create a new dunning procedure record. See Creating Dunning Procedures.

   2. In the Applies To field, select Customer.

   3. Check the Allow Override box if you want to enable the system to use invoice level dunning for those invoices that have a dunning procedure. Otherwise, leave the Allow Override box clear.

   4. Complete the required fields.

   5. Save the dunning procedure record.

2. Assign the dunning procedure to the customer:

   1. Edit or create a new customer record.

   2. Assign the dunning procedure to the customer. See Assigning a Dunning Procedure to a Customer.

   3. Assign at least one dunning recipient. See Defining Dunning Letter Recipients.

   4. Select the method of sending dunning letters to this customer (printing or email, or both). See Specifying Dunning Delivery Methods.

   5. Assign the appropriate dunning manager for the customer. See Assigning Dunning Managers.

   6. Complete the required fields.

   7. Save the customer record.

Note:

When the Multi-Subsidiary Customer feature is enabled, the system generates a customer statement for each subsidiary and attaches it to the email. You can see a list of the subsidiaries assigned to a customer on the Subsidiaries subtab of the customer record. For more information, see Assigning Subsidiaries to a Customer.

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 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

General Notices