Assigning a Dunning Procedure to an Invoice Group Automatically

You can set up dunning procedures that can be assigned automatically by the system when a new dunning procedure is created for your invoice group.

Note:

You cannot use mass update to assign dunning procedures.

The dunning procedure to be assigned to an invoice group is determined by the selection criteria defined on the dunning procedure record, and by dunning procedure priority. Upon automatic assignment of the dunning procedure to the invoice group, the system also populates the Dunning Manager field on the invoice group record with the name of the default dunning manager that was saved on the dunning procedure record.

Automatic assignment of dunning procedures to new invoice records is enabled by default for all subsidiaries. To disable automatic assignment of dunning procedures to new invoice groups of a subsidiary, you must modify the subsidiary’s dunning configuration record. See Configuring Subsidiaries for Dunning. On the dunning configuration record, if the Automatically Assign to New Invoice Groups box is not checked for the subsidiary, no dunning procedure can be automatically assigned to new invoice groups of that subsidiary even if the Assign Automatically to New Records box is checked on dunning procedure records.

To assign a dunning procedure automatically upon creation of an invoice group record:

Edit or create a new dunning procedure record.
Make sure that Invoice Groups is selected in the Applies To field.

Note:
The Applies To field cannot be edited when the dunning procedure has already been saved.
Click the Assign Automatically to New Records box to make this dunning procedure available for automatic assignment to an invoice upon creation of the invoice record.

Note:
Make sure there is no saved search selected in the Saved Search field for automatic assignment of dunning procedure to invoice group.
Complete the other fields on the form if you are creating a new record.
Click Save.

The system can now assign this dunning procedure automatically to an invoice upon creation of the invoice record.

To assign a dunning procedure automatically upon creation of an invoice group record:

Related Topics