Assigning Dunning Managers
A dunning procedure must have a default dunning manager.
When a dunning procedure is assigned to a customer, invoice or invoice group during automatic assignment and bulk assignment, the default dunning manager on the dunning procedure is also automatically assigned to the customer, invoice or invoice group.
During manual assignment or when you change the dunning procedure assigned to the record, be sure to verify the value in the Dunning Manager field. You can change this value if you are using a Dunning Director, Accountant, or Administrator role.
Only Dunning Director, Accountant, or Administrator roles can create and assign dunning procedures, and edit the assigned dunning manager on a customer, invoice or invoice group record.
If you are logged in with a Dunning Manager or A/R Clerk role, you can edit the Dunning Procedure field on the Dunning subtab of the customer or invoice record only if you are the dunning manager assigned to the customer or invoice. For invoice groups, you can edit the Dunning Procedure field in the invoice group record.
On a dunning procedure record, the Default Dunning Manager field is in the Primary Information section. On a customer or invoice record, the Dunning Manager field is on the Dunning subtab. For invoice groups, the Dunning Manager field is on the invoice group record.
When viewing the Dunning Email or PDF Printing Queue, Dunning Managers only see letters to those customers assigned to them during last Scheduling the Dunning Evaluation Workflow. Letters to newly assigned customers will only appear after the next Dunning Evaluation run.
For more information about roles for dunning, see the following topics: