Assigning Dunning Procedures Using CSV Import

As an administrator, you can assign dunning procedures in bulk to customer, and invoice records by importing data from a CSV file. For more information, see CSV Imports Overview.

You can update the following dunning fields using the CSV Import Assistant:

Customer Record	Invoice Record
Dunning Procedure Allow Letters to be Printed Allow Letters to be Emailed Pause Dunning Do not Send Letters to Customer Email BCC Email to Sales Representative Dunning Pause Reason Dunning Pause Reason Detail Dunning Manager	Dunning Procedure Allow Letters to be Printed Allow Letters to be Emailed Pause Dunning Dunning Pause Reason Dunning Pause Reason Detail Dunning Manager

Customer Record

Invoice Record

Dunning Procedure
Allow Letters to be Printed
Allow Letters to be Emailed
Pause Dunning
Do not Send Letters to Customer Email
BCC Email to Sales Representative
Dunning Pause Reason
Dunning Pause Reason Detail
Dunning Manager

Dunning Procedure
Allow Letters to be Printed
Allow Letters to be Emailed
Pause Dunning
Dunning Pause Reason
Dunning Pause Reason Detail
Dunning Manager

Important:

Dunning fields are intended for customer records, invoice records and invoice group records only. However, dunning fields are displayed by default on sales orders and other transaction records. You should customize transaction forms to hide the dunning fields on transactions other than invoices. For information on customizing forms, see Creating Custom Entry and Transaction Forms.

The Dunning Letters SuiteApp includes sample CSV files that you can use as guides for adding or updating the values in the dunning fields on customer records and invoice records. You can download the files from the file cabinet at Documents > Files > File Cabinet. Go to:

SuiteBundles > Bundle 392827 > Templates > Sample CSV Import > Customer
SuiteBundles > Bundle 392827 > Templates > Sample CSV Import > Invoice

For more information, see Importing CSV Files with the Import Assistant.

The following table shows the differences between using the user interface (UI)and using the CSV import assistant for updating customer records and invoice records.

When editing dunning fields using the UI, the system gives access to dunning fields based on roles. When using CSV import, you should use the Administrator role.

Scenario (invoice or customer record is assigned a dunning procedure)	Using the UI	Using CSV Import
Unpause dunning by clearing the Pause Dunning box for the customer, invoice, or invoice group record.	The dunning evaluation is triggered after the record is saved.	The dunning evaluation is not triggered.
Saving a customer, invoice or invoice group record without checking either or both Allow Letters To Be Emailed and Allow Letters To Be Printed boxes	The system shows an error message.	The CSV import fails.
Saving a customer, invoice or invoice group record without a dunning manager	The Dunning Manager field is populated when you select a dunning procedure.	If the Dunning Procedure field is set for the first time, and the Dunning Manager field is not assigned a value, the Dunning Manager field on the customer record is left blank.

Scenario (invoice or customer record is assigned a dunning procedure)

Using the UI

Using CSV Import

Unpause dunning by clearing the Pause Dunning box for the customer, invoice, or invoice group record.

The dunning evaluation is triggered after the record is saved.

The dunning evaluation is not triggered.

Saving a customer, invoice or invoice group record without checking either or both Allow Letters To Be Emailed and Allow Letters To Be Printed boxes

The system shows an error message.

The CSV import fails.

Saving a customer, invoice or invoice group record without a dunning manager

The Dunning Manager field is populated when you select a dunning procedure.

If the Dunning Procedure field is set for the first time, and the Dunning Manager field is not assigned a value, the Dunning Manager field on the customer record is left blank.

To prevent data import errors when assigning dunning procedures to customers and invoices using CSV, be aware of the following:

In invoice dunning, the customer record must have a dunning procedure and the Allow Override box must be checked. Otherwise, invoice dunning evaluation is not triggered for that record.
The CSV import fails if the customer record doesn't have a Dunning Recipient.
Either or both Allow Letters To Be Emailed and Allow Letters To Be Printed fields must be set to T (true) if a dunning procedure is assigned to a customer.

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