Assigning a Dunning Procedure to an Invoice Manually

The ability to assign a dunning procedure manually to an invoice depends on your role:

Task	Role Level
Assign a dunning procedure to a new invoice manually	Dunning Director
Edit the dunning procedure assigned to the invoice	Dunning Director Dunning Manager assigned to the invoice

To assign a dunning procedure to an invoice manually:

1. Edit or create a new invoice record.

2. Select a customer.

3. Click the Dunning subtab.

4. On the Procedure Setup subtab, perform the following steps:

   1. Select a dunning procedure. Only dunning procedures that can be assigned to this customer based on the subsidiary, location, department, class and the saved search defined in the dunning procedure are available for selection.

      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.

   2. The Dunning Manager field shows the name of the default dunning manager for the dunning procedure record that you selected. Only users with dunning director permissions and access levels can change the dunning manager assigned to an invoice.

5. Complete the other fields on the form if you are creating a new record.

6. Click Save.

Related Topics

• Dunning Overview
• Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning
• Understanding Dunning Terminology
• Dunning Setup Tasks
• Configuring Subsidiaries for Dunning
• Setting Up Dunning Procedures
• Defining Dunning Selection Criteria
• Setting the Priority Order of Dunning Procedures
• Assigning Dunning Procedures
• Assigning a Dunning Procedure to a Customer
• Assigning a Dunning Procedure Automatically Upon Customer Record Creation
• Assigning a Dunning Procedure to a Customer Manually or Semiautomatically
• Assigning a Dunning Procedure to an Invoice
• Assigning a Dunning Procedure Automatically Upon Invoice Record Creation
• Bulk Assigning Dunning Procedures

General Notices