Customizing Roles to Use the Dunning Features

Custom roles can be given permission to use the dunning features.

Important:

If you add dunning permissions to a custom role, you must also select either Dunning Director or Dunning Manager in the Dunning Role field of the Role page. A custom role without appropriate permissions, and is not assigned either a Dunning Director or Dunning Manager role, will not be able to access the dunning pages and records.

For steps to customize roles to use the dunning features, read the following topics:

• Granting Dunning Director Permissions to a Custom Role

• Granting Dunning Manager Permissions to a Custom Role

The system checks for discrepancies between the custom role and the Dunning Director or Dunning Manager role.

In the following example, an error message will appear when the custom role tries to create or modify a dunning procedure, because only a dunning director can create or modify a dunning procedure.

Example

• The custom role is specified as Dunning Manager on the Role page.

• The custom role was given full access to the Dunning Procedure permission.

Related Topics

• Dunning Overview
• Dunning Limitations and Best Practices
• Enabling Dunning
• Prerequisites for Dunning
• Dunning Setup Tasks
• Dunning Roles
• Dunning Permissions and Access
• Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records
• Using the Dunning Tab

General Notices