Dunning Roles

Considerations:

Determining permissions needed by employees to perform dunning tasks
Deciding whether to use standard roles or custom roles
Determining who should be assigned the Dunning Director or Dunning Manager roles

The following roles can use the dunning features:

Administrator
Accountant
A/R Clerk
Dunning Director (default role based on the standard Accountant role)
Dunning Manager (default role based on the standard A/R Clerk role)

Note:

The default Dunning Director and Dunning Manager roles are included in the Dunning Letters SuiteApp.

The default Dunning Director or Dunning Manager role can access only the assigned employee's subsidiary.

For example, if you're using the default Dunning Director role, dunning procedures that you create can only be assigned to your subsidiary. However, you can create various sets of dunning procedures for each subsidiary.

Customized roles can also use dunning if they have been granted the required permissions and access to the dunning pages.

For more information, see the following topics:

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

Dunning Permissions and Access

The following table shows the permissions and access levels for dunning records and functionality:

Record or Functionality	Dunning Director/Accountant/ Administrator	Dunning Manager or A/R Clerk
Allow Individual Invoice Level Dunning	Full	View
Dunning Configuration	Edit	View
Dunning Email Template	Full	Edit
Dunning Evaluation Result	View	View
Dunning Level Rule	Full	View
Dunning Pause Reason	Full	Full
Dunning Procedure	Full	View
Dunning Procedure Priority	Edit	View
Dunning Recipient	Full	Full
Dunning Template	Full	Edit
Dunning Template Document	Full	Edit
Dunning Procedure Bulk Assignment	Allowed	Not allowed
Dunning Bulk Update Customer Records	Allowed	Not allowed
Dunning Email Sending Queue	Allowed	Allowed
Dunning PDF Printing Queue	Allowed	Allowed
Assigning Dunning Managers	Allowed	Not allowed
Assigning a Dunning Procedure to an Invoice	Allowed	Allowed Note: Only the dunning manager assigned to the invoice can edit the Dunning Procedure field on the Dunning subtab of the invoice record.
Assigning a Dunning Procedure to a Customer	Allowed	Allowed Note: Only the dunning manager assigned to the customer can edit the Dunning Procedure field on the Dunning subtab of the customer record.
Assigning a Dunning Procedure to an Invoice Group	Allowed	Allowed Note: Only the dunning manager assigned to the invoice group can edit the Dunning Procedure field on the invoice group record.
Defining Dunning Letter Recipients	Allowed	Allowed
Pausing Dunning	Allowed	Allowed
Resuming Dunning	Allowed	Allowed

Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records

The Dunning subtab is available on customer records and invoice records in accounts that have the Dunning Letters SuiteApp. Edit permissions depend on the user's logged in role, and on whether the logged in user is the assigned dunning manager for the record. The following table shows the edit permission differences:

Field or Box on the Dunning Subtab on the customer, Invoice or Invoice group Record	Dunning Director/Accountant/Administrator	Dunning Manager Assigned to the Customer, Invoice or Invoice group	Dunning Manager Not Assigned to the customer, invoice or invoice group
Dunning Procedure	Yes	Yes	No
Dunning Level	Yes	No	No
Dunning Manager	Yes	No	No
Pause Dunning	Yes	Yes	No
Dunning Pause Reason	Yes	Yes	No
Dunning Pause Reason Detail	Yes	Yes	No
Allow Letters to be Printed	Yes	Yes	No
Allow Letters to be Emailed	Yes	Yes	No
Do Not Send Letters To Customer Email	Yes	Yes	No
BCC Email to Sales Representative	Yes	Yes	No
Dunning Recipient	Yes	Yes	No

To use customized roles, see Customizing Roles to Use the Dunning Features.

Dunning Permissions and Access

Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records

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