Understanding Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning

To set up your automated dunning process, you must create dunning procedures and assign them to customers, invoices or invoice groups.

Customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp.

Use invoice level dunning only if you want to treat one or more invoices of a customer according to different rules, or using a different template.

Use Invoice Group Level Dunning if you want to send a dunning letter to customers for invoices that are grouped.

Before you set up your accounts to use the Dunning Letters SuiteApp, read the following topics to understand the differences between customer level dunning and invoice level dunning:

Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning
Customer Level Dunning
Invoice Level Dunning
Invoice Group Level Dunning

Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning

Customer Level Dunning

Invoice Level Dunning

Invoice Group Level Dunning

If Allow Override box is checked on the customer’s dunning procedure:

If Allow Override box is not checked on the customer’s dunning procedure:

If Allow Override box is checked on the customer’s dunning procedure:

If Allow Override box is not checked on the customer’s dunning procedure:

The Allow Override box does not have any impact on Invoice Group Level Dunning

Invoice dunning is allowed.
System sends a dunning letter with all overdue invoices of the customer attached. Non-overdue invoices are also attached to the dunning letter if they meet any one of the dunning level criteria.
System considers only the invoices that do not have a dunning procedure assigned for dunning evaluation.
System uses the Customer Dunning WF Scheduler workflow for evaluating all invoices of the customer.

Invoice dunning is not allowed.
System sends a dunning letter with all overdue invoices of the customer attached. Non-overdue invoices are also attached to the dunning letter if they meet any one of the dunning level criteria.
System evaluates all invoices of the customer (with or without a dunning procedure assigned).
System uses the Customer Dunning WF Scheduler workflow for evaluating all invoices of the customer.

Invoice dunning is allowed.
System sends a dunning letter to a customer for only one particular invoice.
System uses the Invoice Dunning WF Scheduler workflow for evaluating specific invoices.
System evaluates the invoices with dunning procedures individually.

Invoice dunning is not allowed.

System sends a dunning letter to customers for invoices that are part of invoice groups.
System uses Invoice Group Dunning WF Scheduler workflow for evaluating invoices that are part of invoice groups.
System evaluates the invoice groups with dunning procedure assigned.

For more information, see Customer Level Dunning, Invoice Level Dunning and Invoice Group Level Dunning.

Example of Customer Dunning Letter

Example of Invoice Dunning Letter

Example of Invoice Group Dunning Letter

Customer Level Dunning

Customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp.

In customer level dunning, you are sending a dunning letter with all overdue invoices of the customer attached. Non-overdue invoices are also attached to the dunning letter if they meet any one of the dunning level criteria.

To understand the differences between customer level dunning and invoice level dunning, see Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.

To set up customer level dunning:

Create a customer dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Customer.
3. Check the Allow Override box if you want to enable the system to use invoice level dunning for those invoices that have a dunning procedure. Otherwise, leave the Allow Override box clear.
4. Complete the required fields.
5. Save the dunning procedure record.
Assign the dunning procedure to the customer:
1. Edit or create a new customer record.
2. Assign the dunning procedure to the customer. See Assigning a Dunning Procedure to a Customer.
3. Assign at least one dunning recipient. See Defining Dunning Letter Recipients.
4. Select the method of sending dunning letters to this customer (printing or email, or both). See Specifying Dunning Delivery Methods.
5. Assign the appropriate dunning manager for the customer. See Assigning Dunning Managers.
6. Complete the required fields.
7. Save the customer record.

Note:

If the Multi–Subsidiary Customer feature is enabled, a customer statement for each subsidiary is generated and attached to the email. You can see a list of the subsidiaries assigned to a customer on the Subsidiaries subtab of the customer record. For more information, see Assigning Subsidiaries to a Customer.

Invoice Level Dunning

Although customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp, some companies need the ability to dun an invoice separately.

Invoice level dunning is used when a company wants to treat one or more invoices of a customer according to different rules, or using a different template.

In invoice level dunning, you are sending a dunning letter to a customer for only one particular invoice.

The reasons and criteria for using invoice dunning vary. For example, a company may want to send a dunning letter for an invoice that is above a particular value. Another company may want to use invoice level dunning for a certain service. You may also want to use a different template for invoices closed by a certain sales rep, or for invoices that use certain payment terms.

To understand the differences between customer level dunning and invoice level dunning, see Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.

To set up invoice level dunning:

Create an customer dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Customer.
3. Check the Allow Override box to enable the system to use invoice level dunning for those invoices that have a dunning procedure.
  
  Note:
  .
4. Complete the required fields.
5. Save the dunning procedure record.
Assign the dunning procedure to the customer:
1. Edit or create a new customer record.
2. On the Procedure Setup subtab under the Dunning subtab, select the customer dunning procedure. See Assigning a Dunning Procedure to a Customer.
3. Assign at least one dunning recipient. See Defining Dunning Letter Recipients.
4. Select the method of sending dunning letters to this customer (printing or email, or both). See Specifying Dunning Delivery Methods.
5. Assign the appropriate dunning manager for the customer. See Assigning Dunning Managers.
6. Complete the required fields.
7. Save the customer record.
Create an invoice dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Invoice.
3. Complete the required fields.
4. Save the dunning procedure.
Assign the invoice dunning procedure to the customer’s invoices that you want to dun separately:
1. Edit or create a new invoice.
2. On the Procedure Setup subtab under the Dunning subtab, select the invoice dunning procedure. See Assigning a Dunning Procedure to an Invoice.
3. Save the invoice record.
  
  Important:
  To enable the system to perform the dunning evaluation for an invoice, make sure that the customer dunning procedure assigned on the customer record has the Allow Override box checked.

Invoice Group Level Dunning

Although customer level dunning is the recommended standard way to use the Dunning Letters SuiteApp, some companies need the ability to dun invoices that are part of Invoice Groups.

Invoice Group level dunning is used when invoices are added to a group using the Invoice Groups feature.

In invoice group level dunning, you are sending dunning letters to customers for invoices that are grouped.

You can setup dunning processes for invoice groups on the Invoice Group page.

To understand the differences between customer level dunning and invoice level dunning, see Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.

To set up invoice group level dunning:

Create a customer dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Customer.
3. The Allow Override box does not impact Invoice Group level dunning.
  
  Note:
  Customer dunning will still proceed even if the Allow Override box is checked. See Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning.
4. Complete the required fields.
5. Save the dunning procedure record.
Assign the dunning procedure to the customer:
1. Edit or create a new customer record.
2. On the Procedure Setup subtab under the Dunning subtab, select the customer dunning procedure. See Assigning a Dunning Procedure to a Customer.
3. Assign at least one dunning recipient. See Defining Dunning Letter Recipients.
4. Select the method of sending dunning letters to this customer (printing or email, or both). See Specifying Dunning Delivery Methods.
5. Assign the appropriate dunning manager for the customer. See Assigning Dunning Managers.
6. Complete the required fields.
7. Save the customer record.
Create an invoice group dunning procedure:
1. Create a new dunning procedure record. See Creating Dunning Procedures.
2. In the Applies To field, select Invoice Group.
3. Complete the required fields.
4. Save the dunning procedure.
Assign the invoice group dunning procedure to the customer’s invoice groups that you want to dun:
1. Edit an invoice group record.
2. Under the Summary section, select the invoice group dunning procedure from the Dunning Procedure field. See Assigning a Dunning Procedure to an Invoice.
3. Save the invoice group record.
  
  Important:
  The Allow Override box does not impact the Invoice Group Level Dunning. The system performs the dunning evaluation for an invoice group for the customer dunning procedure assigned on the customer record.

Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning

Example of Customer Dunning Letter

Example of Invoice Dunning Letter

Example of Invoice Group Dunning Letter

Customer Level Dunning

To set up customer level dunning:

Invoice Level Dunning

To set up invoice level dunning:

Invoice Group Level Dunning

To set up invoice group level dunning:

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