Understanding Dunning Terminology

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Term	Definition	Related Help Topics
Dunning Letter	Also known as a debt chasing letter. In NetSuite, dunning letters can be sent by email or generated as a PDF for printing.	Sending and Printing Dunning Letters
Customer Dunning	Also referred to as customer level dunning. See Customer Level Dunning for a detailed explanation.	Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning Assigning a Dunning Procedure to a Customer Bulk Assigning Dunning Procedures
Invoice Dunning	Also referred to as invoice level dunning. See Invoice Level Dunning for a detailed explanation.	Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning Assigning a Dunning Procedure to an Invoice Bulk Assigning Dunning Procedures
Invoice Group Dunning	Also referred to as invoice group level dunning. See Invoice Group Level Dunning for a detailed explanation.	Differences between Customer Dunning, Invoice Dunning and Invoice Group Dunning Assigning a Dunning Procedure to an Invoice Group Bulk Assigning Dunning Procedures
Dunning Director	A custom role included in the Dunning Letters SuiteApp. It is based on the standard Accountant role.	Dunning Roles Dunning Permissions and Access Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records
Dunning Manager	A custom role included in the Dunning Letters SuiteApp. It is based on the standard A/R Clerk role.	Assigning Dunning Managers Dunning Roles Dunning Permissions and Access Edit Permissions for the Dunning Subtab on Customer, Invoice Records and Invoice Group Records
Dunning Evaluation Workflow	Scheduled workflow that determines which customers, invoices and invoice groups need to be dunned, and sends dunning letters by email automatically. Customer Dunning WF Schedule is used for customer dunning Invoice Dunning WF Scheduler is used for invoice dunning Invoice Group Dunning WF Scheduler is used for invoice group dunning	Scheduling the Dunning Evaluation Workflow
Dunning Procedure	Defines the escalation points or dunning levels, and the time that must elapse before a dunning letter is sent to a customer.	Setting Up Dunning Procedures
Dunning Level	Defines the thresholds for overdue amounts and days overdue, as well as the dunning letter templates to use for each level.	Understanding Dunning Levels
Dunning Level Rule	Defines the days overdue and the outstanding amount thresholds in various currencies.	Creating Dunning Level Rules Specifying the Basis for Determining the Dunning Level Adding Dunning Levels to a Dunning Procedure
Dunning Selection Criteria	Filters the customers, invoices and invoice groups to which a dunning procedure can be assigned automatically on the customer, invoice or invoice group record.	Defining Dunning Selection Criteria
Dunning Recipient	A contact added to the Dunning Recipient subtab of a customer record.	Defining Dunning Letter Recipients
Dunning Template Record	A custom record that specifies the PDF and email template files to use for each language and dunning level for a particular dunning procedure. On a dunning procedure record, you specify the dunning template records to use.	Creating Dunning Template Records
Dunning Email Template	Template file used for dunning letters that will be sent by email.	Creating Dunning Letter Email Templates
Dunning PDF Template	Template file used for dunning letters that will be generated as a PDF for printing.	Creating Dunning Letter PDF Templates
Dunning Pause Reason	A custom record that defines a reason for temporarily stopping the dunning process for a customer, invoice or invoice group.	Pausing and Resuming Dunning Creating Reasons for Pausing Dunning
Dunning Evaluation Result	A dunning evaluation result is created for each customer, invoice or invoice group that is dunned and have the Dunning Recipient details including cc and bcc. Important: Editing the dunning evaluation result may cause errors in the sending of dunning letters.	Scheduling the Dunning Evaluation Workflow

Related Topics

Dunning Overview

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

Dunning Limitations and Best Practices

Enabling Dunning

Prerequisites for Dunning

Dunning Setup Tasks

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

Using the Dunning Tab

Scheduling the Dunning Evaluation Workflow

Configuring Subsidiaries for Dunning

Setting Up Dunning Procedures

Understanding Dunning Letter Templates

Managing Dunning

General Notices