Assigning a Dunning Procedure Automatically Upon Customer Record Creation

You can set up dunning procedures that can be assigned automatically by the system when a customer record is created through the user interface.

Note:

You cannot use mass update to assign dunning procedures.

The system determines which dunning procedures can be assigned to customers based on the following information that you define on the dunning procedure record:

Subsidiary
Saved search
Dunning procedure prioroty

If the system finds more than one dunning procedure that can be assigned, the dunning procedure with the highest priority will be assigned to the customer. See Setting the Priority Order of Dunning Procedures.

Note:

If Class, Department or Location (C/D/L) are used as selection criteria in a dunning procedure, make sure the invoices of the customer 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.

Upon automatic assignment of the dunning procedure to the customer, the system populates the Dunning Manager field on the customer record with the name of the default dunning manager that was saved on the dunning procedure record.

Automatic assignment of dunning procedures to new customer records is enabled by default for all subsidiaries. To disable automatic assignment of dunning procedures to new customers of a subsidiary, you must modify the subsidiary’s dunning configuration record. See Configuring Subsidiaries for Dunning. On the dunning configuration record, if the Automatically Assign to New Customers box is not checked for the subsidiary, no dunning procedure can be automatically assigned to new customers of that subsidiary even if the Assign Automatically to New Records box is checked on dunning procedure records.

To assign a dunning procedure automatically upon creation of a customer record:

Edit or create a new dunning procedure record.
Make sure that Customer is selected in the Applies To field.

Note:
The Applies To field cannot be edited when the dunning procedure has already been saved.
Click the Assign Automatically to New Records box to make this dunning procedure available for automatic assignment to a customer upon creation of the customer record.
Complete the other fields on the form if you are creating a new record.
Click Save.

The system can now assign this dunning procedure automatically to a customer upon creation of the customer record.

To assign a dunning procedure automatically upon creation of a customer record:

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