Assigning a Dunning Procedure to a Customer Manually or Semiautomatically

The ability to assign a dunning procedure manually or semiautomatically to a customer depends on your role:

Task	Role Level
Select a dunning procedure manually on a new customer record	Dunning Director
Assign a dunning procedure to a customer semiautomatically	Dunning Director
Edit the customer’s automatically assigned dunning procedure	Dunning Director Dunning Manager assigned to the customer

Task

Role Level

Select a dunning procedure manually on a new customer record

Dunning Director

Assign a dunning procedure to a customer semiautomatically

Dunning Director

Edit the customer’s automatically assigned dunning procedure

Dunning Director

Dunning Manager assigned to the customer

During semiautomatic assignment, when you edit a customer record and click Assign Dunning, the system selects a dunning procedure according to subsidiary, dunning priority, and the saved search on the dunning procedure. Each time you change a customer’s dunning procedure, the system resets the Dunning Level field to blank.

To assign a dunning procedure to a customer record:

Edit a customer record.

Note:
You can only assign a dunning procedure semiautomatically when you edit an existing customer record. The Assign Dunning button is not shown on a new unsaved customer record.
Click the Dunning subtab on the customer record.
On the Procedure Setup subtab, perform the following steps:
1. Select a dunning procedure.
  
  If you want the system to determine the appropriate dunning procedure for this customer, click Assign Dunning at the top of the page. The system searches for a dunning procedure that can be assigned to the customer based on the subsidiary and saved search defined on the dunning procedure record. When a dunning procedure is found, the system populates the Dunning Procedure field. If more than one dunning procedure is available, the system uses the dunning procedure with the highest priority. If the system cannot find an appropriate dunning procedure, a message is displayed.
2. If necessary, you can change the preselected value by selecting a various dunning procedure from the dropdown list. Only dunning procedures that can be assigned to this customer based on the subsidiary and saved search defined on the dunning procedure record are available for selection.
  
  If you click Assign Dunning when a dunning procedure is already selected in the field, the system displays a message to ask you if you would like to change the dunning procedure.
3. The Dunning Manager field shows the name of the default dunning manager for the dunning procedure record that you selected. Only Dunning Director, Accountant, or Administrator roles can change the dunning manager assigned to a customer.
4. Specify the acceptable dunning delivery methods for this customer. Check the Allow Letters to be Printed box or the Allow Letters to be Emailed box. You can check both boxes.
  
  Check the BCC Email to Sales Representative box to send the escalation level emails for overdue invoice notifications.
  
  If the customer is a company type customer and the Allow Letters to be Emailed box is checked, the letter will be sent to the email address on the customer record. If you want to add other recipients, see Defining Dunning Letter Recipients.
Click Save.

To assign a dunning procedure to a customer record:

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