Specifying the Basis for Determining the Dunning Level
On a dunning procedure, in the Determine Dunning Level By field, you must specify what NetSuite will use as the basis for determining the dunning level. You can select one of the following:
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Minimum Transaction Amount AND Total Overdue Balance – Evaluates both the minimum invoice amount or minimum invoice group amount and the total overdue balance. To reach a dunning level, both the total overdue amount on the customer record and the minimum invoice amount or minimum invoice group amount must be equal to or greater than the threshold amount for the dunning level.
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Minimum Transaction Amount OR Total Overdue Balance – Determines the dunning levels separately for the minimum invoice amount or minimum invoice group amount and the total overdue balance, and chooses the one with the higher dunning level.
When determining the dunning level of an invoice, the value for Min. Days Overdue refers to the days overdue of the invoice that is being evaluated.
When determining the dunning level of a customer, the value for Min. Days Overdue refers to the oldest invoice of the customer.
When determining the dunning level of an invoice group, the value for Min. Days Overdue refers to the days overdue of the invoice group that is being evaluated.
Example
A customer has 10 overdue invoices (five days overdue), and each invoice amount is $10.
|
Dunning Level |
Min. Days Overdue |
Min. Transaction Amount |
Total Overdue Balance |
|---|---|---|---|
|
1 |
1 |
$10 |
$100 |
|
2 |
3 |
$30 |
$100 |
If the AND operator is used, the customer’s dunning level is 1.
If the OR operator is used, the customer’s dunning level is 2.
Example
A customer has an overdue invoice group (five days overdue), and the invoice group amount is $10.
|
Dunning Level |
Min. Days Overdue |
Min. Transaction Amount |
Total Overdue Balance |
|---|---|---|---|
|
1 |
1 |
$10 |
$100 |
|
2 |
3 |
$30 |
$100 |
If the AND operator is used, the customer’s dunning level is 1.
If the OR operator is used, the customer’s dunning level is 2.