Assigning Dunning Procedures Using the Dunning Bulk Assignment Page

You can use the Dunning Bulk Assignment page to assign dunning procedures to multiple customers, invoices or invoice groups at one time. During bulk assignment of dunning procedures to customers, invoices and invoices groups, the Dunning Procedure field of the customer, invoice or invoice group record is populated with the dunning procedure that you selected on the Dunning Bulk Assignment page. The Dunning Manager field is also populated with the name of the default dunning manager that was saved on the dunning procedure record.

To bulk assign dunning procedures to customers:

1. Go to Dunning > Setup > Dunning Bulk Assignment.

2. In the Applies To field, select Customer.

3. In the Dunning Procedure field, select the dunning procedure you want to assign to multiple customers.

4. In the list displayed, select customers by checking the box next to the customer name.

   Click Mark All to select all customers on the page. To clear all boxes, click Unmark All.

   Important:

   The list displays customers to which the selected dunning procedure is not assigned. This includes customers that don't have dunning procedures, and customers that already have a different dunning procedure assigned. This can also include customers with paused dunning. Bulk assignment will change the dunning procedure and dunning manager assigned to them. For customers with paused dunning, changing the dunning procedure will not change the value of the Pause Dunning box. NetSuite discourages bulk assigning dunning procedures to customers with paused dunning. To limit the customers displayed in the list, you can add a saved search that defines the selection criteria for assigning the dunning procedure. See Defining Dunning Selection Criteria.

5. Click Assign to Customers.

   Note:

   If a high number of records is selected, NetSuite processes the bulk assignment using a script in the background. The system sends you an email notification when processing has been completed.

To bulk assign dunning procedures to invoices:

1. Go to Dunning > Setup > Dunning Bulk Assignment.

2. In the Applies To field, select Invoice.

3. In the Dunning Procedure field, select the dunning procedure you want to assign to multiple invoices.

4. In the list displayed, select invoices by checking the box next to the customer name.

   Click Mark All to select all invoices on the page. To clear all boxes, click Unmark All.

   Important:

   The list displays invoices to which the selected dunning procedure is not assigned. This includes invoices that don't have dunning procedures, and invoices that already have a different dunning procedure assigned. This can also include invoices with paused dunning. Bulk assignment will change the dunning procedure and dunning manager assigned to them. For invoices with paused dunning, changing the dunning procedure will not change the value of the Pause Dunning box. NetSuite discourages bulk assigning dunning procedures to invoices with paused dunning. To limit the invoices displayed in the list, you can add a saved search that defines the selection criteria for assigning the dunning procedure. See Defining Dunning Selection Criteria.

5. Click Assign to Invoices.

   Note:

   If a high number of records is selected, NetSuite processes the bulk assignment using a script in the background. The system sends you an email notification when processing has been completed.

To bulk assign dunning procedures to invoice groups:

1. Go to Dunning > Setup > Dunning Bulk Assignment.

2. In the Applies To field, select Invoice Group.

3. In the Dunning Procedure field, select the dunning procedure you want to assign to multiple invoice groups.

4. In the list displayed, select invoice groups by checking the box next to the customer name.

   Click Mark All to select all invoice groups on the page. To clear all boxes, click Unmark All.

   Important:

   The list displays invoice groups to which the selected dunning procedure is not assigned. This includes invoice groups that don't have dunning procedures, and invoice groups that already have a different dunning procedure assigned. This can also include invoice groups with paused dunning. Bulk assignment will change the dunning procedure and dunning manager assigned to them. For invoice groups with paused dunning, changing the dunning procedure will not change the value of the Pause Dunning box. NetSuite discourages bulk assigning dunning procedures to invoice groups with paused dunning. To limit the invoice groups displayed in the list, you can add a saved search that defines the selection criteria for assigning the dunning procedure. See Defining Dunning Selection Criteria.

5. Click Assign to Invoice Groups.

   Note:

   If a high number of records is selected, NetSuite processes the bulk assignment using a script in the background. The system sends you an email notification when processing has been completed.

Related Topics

• Assigning Dunning Procedures Using CSV Import
• Dunning Setup Tasks
• Setting Up Dunning Procedures
• Assigning Dunning Procedures
• Assigning a Dunning Procedure to a Customer
• Assigning a Dunning Procedure Automatically Upon Customer Record Creation
• Assigning a Dunning Procedure to a Customer Manually or Semiautomatically
• Assigning a Dunning Procedure to an Invoice
• Assigning a Dunning Procedure Automatically Upon Invoice Record Creation
• Assigning a Dunning Procedure to an Invoice Manually

General Notices