Assigning a Dunning Procedure Automatically Upon Invoice Record Creation

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

Note:

You cannot use mass update to assign dunning procedures.

The dunning procedure to be assigned to a new invoice is determined by the selection criteria and saved search defined on the dunning procedure record, and by dunning procedure priority. Upon automatic assignment of the dunning procedure to the invoice, the system also populates the Dunning Manager field on the invoice record with the name of the default dunning manager that was saved on the dunning procedure record.

Automatic assignment of dunning procedures to new invoice records is enabled by default for all subsidiaries. To disable automatic assignment of dunning procedures to new invoices 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 Invoices box is not checked for the subsidiary, no dunning procedure can be automatically assigned to new invoices 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 an invoice record:

1. Edit or create a new dunning procedure record.

2. Make sure that Invoice is selected in the Applies To field.

   Note:

   The Applies To field cannot be edited when the dunning procedure has already been saved.

3. Click the Assign Automatically to New Records box to make this dunning procedure available for automatic assignment to an invoice upon creation of the invoice record.

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

5. Click Save.

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

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 to an Invoice Manually
• Bulk Assigning Dunning Procedures

General Notices