Dunning Setup Tasks

Before using the Dunning Letters SuiteApp, set up tasks must be completed.

The following diagram and table show the setup tasks for dunning.

Setup Tasks	Users	Help Topics
Assign Dunning Roles to Employees	Administrator	Dunning Roles Dunning Permissions and Access Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records Customizing Roles to Use the Dunning Features
Schedule the Dunning Evaluation Workflow	Administrator	Scheduling the Dunning Evaluation Workflow
Create Dunning Templates	Administrator or Dunning Director (with knowledge of FreeMarker), Implementation Partner, NetSuite Professional Services	Configuring Multiple Languages Setting Preferences on the Customer Record Creating Dunning Template Records Best Practices for Creating and Using Dunning Templates Creating Dunning Letter Email Templates Creating Dunning Letter PDF Templates
Configure Subsidiaries for Dunning	Dunning Director, Accountant	Configuring Subsidiaries for Dunning
Create Dunning Level Rules	Dunning Director, Accountant	Creating Dunning Level Rules
Create Dunning Procedures	Dunning Director, Accountant	Creating Dunning Procedures
Set the Dunning Procedure Priority	Dunning Director, Accountant	Setting the Priority Order of Dunning Procedures
Assign Dunning Procedures	Dunning Director, Accountant	Assigning Dunning Procedures
Bulk Update Customer Records	Dunning Director, Accountant	Bulk Updating Customer Records for Dunning
Define Dunning Letter Recipients on Customer Records	Dunning Manager	Defining Dunning Letter Recipients
Create Dunning Pause Reasons	Dunning Manager	Creating Reasons for Pausing Dunning

Setup Tasks

Users

Help Topics

Assign Dunning Roles to Employees

Administrator

Schedule the Dunning Evaluation Workflow

Administrator