Using the Dunning Dashboard
Dunning managers can keep track of the current dunning status of all accounts by using the Dunning dashboard.
To display the Dunning dashboard, log in with the Dunning Director or Dunning Manager role, and go to Dunning > Dunning Overview.
You can display the following predefined portlets on the Dunning dashboard:
Dunning Overdue Receivables
Overdue Receivables is a bar graph that shows the overdue receivables for the past 12 months.
Dunning Overdue Receivables by Age
Overdue Receivables by Age is a bar graph that shows the amounts receivable according to the number of days overdue (1–30 days, 31–60 days, 61–90 days, and >90 days).
Dunning Overdue Receivables by Customer
Overdue Receivables by Customer is a bar graph that shows five customers that have the most overdue A/R and the amounts they owe.
Dunning Average Time to Pay
Average Time to Pay is a bar graph that shows the average time to pay in days for the past 12 months.
Total A/R Overdue
The Total A/R Overdue portlet shows results of a custom saved search of customers with overdue balances, and the dunning procedure assigned to each customer in the list.
When you log in using the Dunning Director role, you can see all customers, invoices and invoice groups with overdue balances.
When you log in using the Dunning Manager role, you can see only the overdue invoices and customers assigned to you.
Customers with Paused Dunning
The Customers with Paused Dunning portlet shows a list of customers for which the sending of dunning letters was temporarily stopped. The Reason and Reason Detail columns indicate why dunning was paused. You can click a customer name to view the customer record. To resume dunning, go to the customer record, clear the Pause Dunning box on the Dunning subtab, and save the record. For more information, see Pausing and Resuming Dunning.
Invoices with Paused Dunning
The Invoices with Paused Dunning portlet shows a list of invoices for which the sending of dunning letters was temporarily stopped. The Reason and Reason Detail columns indicate why dunning was paused. You can click an invoice number to view the invoice record. To resume dunning, go to the invoice record, clear the Pause Dunning box on the Dunning subtab, and save the record. For more information, see Pausing and Resuming Dunning.
Recently Sent/Printed Dunning Letters
The Recently Sent/Printed Dunning Letters portlet shows a list of dunning letters that were recently printed or sent by email.
The Recently Sent/Printed Dunning Letters portlet uses the NetSuite server time for recording the date and time.
Dunning Links
The Dunning Links portlet contains shortcuts to pages related to dunning:
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Setup
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Dunning Configuration
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Dunning Template
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Dunning Level Rule
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Dunning Procedure
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Dunning Procedure Priority
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Dunning Bulk Assignment
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Dunning Pause Reason
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Customers
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Invoices
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Letters
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Email
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PDF
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