Defining Dunning Selection Criteria

You can define dunning selection criteria to filter the customers, invoices and invoice groups to which the dunning procedure can be assigned.

For automatic assignment to new invoices – Dunning procedures are assigned according to the subsidiary, department, location, class, saved search, and dunning procedure priority.

For automatic assignment to new customers – Dunning procedures are automatically assigned according to the subsidiary, saved search, and dunning procedure priority.

For automatic assignment to new invoice groups– Dunning procedures are assigned according to the subsidiary, saved search, and dunning procedure priority.

To define dunning selection criteria for a dunning procedure:

1. Edit or create a new dunning procedure record and complete the fields in the Dunning Selection Criteria section:

   1. If you are using OneWorld, select the subsidiaries to which the dunning procedure applies. You must select at least one subsidiary.

   2. If your account has Departments, Locations, or Classes enabled, select the departments, locations, and classes to which the dunning procedure applies.

      Note:

      If Classes, Departments, or Locations (C/D/L) are used as selection criteria in a dunning procedure, make sure the invoices that you will assign the dunning procedure to, have C/D/L checked in the main invoice record. C/D/L defined only as line item parameters have no effect on dunning assignment or eligibility. Dunning procedures use the C/D/L classification defined in the main invoice record when applying the selection criteria, not line item parameters.

   3. (Optional) If you have set up saved searches for dunning, select the saved search to which the dunning procedure applies. If you chose Customer in the Applies To field, the Saved Search (Customer) dropdown list is enabled. If you chose Invoice, then the Saved Search (Invoice) dropdown list is enabled. If you chose Invoice groups, then the Saved Search (Invoice Group) dropdown list is enabled. For information about saved searches, see Saved Searches.

2. Click Save.

Related Topics

Dunning Overview

Configuring Subsidiaries for Dunning

Setting Up Dunning Procedures

Understanding Dunning Levels

Specifying the Basis for Determining the Dunning Level

Assigning Dunning Procedures

General Notices