Including Fields from the Transaction Saved Search in Dunning Templates

Note:

Creating templates requires knowledge of XML and FreeMarker.

The Dunning Letters SuiteApp includes a predefined transaction saved search, named customsearch_base_dunning_invoice. You can add fields from this saved search to both PDF and email template types.

You can use any of the fields from the customer record, contact record, and invoice record. For invoice dunning, only one invoice is being dunned, so the values are retrieved from the invoice record. However, for customer dunning, the following fields are added from a search result because multiple transactions are being dunned:

Invoice Tags for Customer Dunning and Invoice Group Dunning

Tag

Name

${‌invoice.internalid}

Internal ID

${‌invoice.memo}

Memo

${‌invoice.trandate}

Date

${‌invoice.duedate}

Due Date/Receive By

${‌invoice.type}

Type

${‌invoice.statusref}

Status

${‌invoice.subsidiary}

Subsidiary

${‌invoice.daysoverdue}

Days Overdue

${‌invoice.amount}

Amount

${‌invoice.amountremaining}

Amount Remaining

${‌invoice.tranid}

Document Number

${‌invoice.refnumber}

Reference Number

${‌invoice.billaddress1}

Billing Address 1

${‌invoice.billaddress2}

Billing Address 2

${‌invoice.billcountry}

Billing Country

${invoice.customer.internalid}

Customer : Internal ID

${‌invoice.currency}

Currency

${‌invoice.fxamountremaining}

Amount Remaining (Foreign Currency)

${‌invoice.otherrefnum}

Purchase Order Number

${‌invoice.createdfrom}

Sales Order Number

${‌invoice.groupedto}

Invoice Group Number

It is added as an entry if the Invoice Group feature is enabled for your account.

Invoice Tags for Customer Dunning

Tag

Name

${‌invoicegrouprecord.invoicegroupnumber}

Invoice Group Number

It is added as an entry if the Invoice Group feature is enabled for your account.

${‌invoicegrouprecord.fxamountdue}

Amount Due

${‌invoicegrouprecord.duedate}

Due Date

${invoicegrouprecord.custrecord_dl_ig_dunning_procedure}

Dunning Procedure of an Invoice Group

The following examples show the correct format for the fields in the dunning template:

Note:

You must define the invoice prefix when declaring the list using FreeMarker syntax.

amountremaining

          <span>${‌invoice.amountremaining}</span> 

        

Displays the remaining unpaid invoice amount in the subsidiary currency. In the sample template included in the Dunning Letters SuiteApp, this field is hidden.

duedate

          <span>${‌invoice.duedate}</span>
<#list invoicelist as invoice> 

        

Displays the lapsed due date of the unpaid invoice amount.

tranid

          <span>${‌invoice.tranid}</span> 

        

Displays the transaction reference number.

fxamountremaining

          <span>${‌invoice.fxamountremaining}</span> 

        

Displays the transaction amount remaining.

currency

          <span>${‌invoice.currency}</span> 

        

Displays the transaction currency.

Related Topics

General Notices