Customer Dunning Information

Click the Classic Home tile.

To navigate to the History of Letters page, select:

Main Menu > Accounts Receivable > Customer Interactions > Dunning Letters > History of Letters

The History of Letters Search Criteria page is displayed.

Enter the appropriate information into the SetID field.

Example shown here: "UGA01".

Enter the appropriate information into the Correspondence Customer field.

Example shown here: "100242".

Enter the appropriate information into the Dunning Number field.

Example shown here: "10".

Click the Search button.

The Dunning Letters page is displayed. This page is used to view Dunning Letter Details. The Dunning Letter Code, Dunning Date and Date Modified is displayed.

The Dunning Letter Details section displays the Letter Total information.

If necessary, make sure you scroll to the right to view all of the information and fields on the page.

Click the Letter Content tab.

The Dunning Letter Text displays the content of the letter that will be sent to the customer.

To navigate to the Item Dunning History page, select:

Dunning Letters > Item Dunning History

The Item Dunning History Search Criteria page is displayed.

Enter the appropriate information into the Business Unit field.

Example shown here: "66001".

Enter the appropriate information into the Customer ID field.

Example shown here: "100242".

Click the Search button.

Click the appropriate Customer ID link.

The Dunned Item History page is displayed. This page displays the Item Balance, Dunning Date and Letter Code information.

To navigate to the Item Dunning Status page, select:

Dunning Letters > Item Dunning Status

The Item Dunning Status page is displayed. This page is used to view the Item ID, Item Balance, Dunning Date, Acctg Date, Due Date and Days Late.

To navigate to the Last Letter page, select:

Dunning Letters > Last Letter

The Last Letter Search Criteria page is displayed.

Enter the appropriate information into the SetID field.

Example shown here: "UGA01".

Click the Search button.

Click the appropriate Correspondence Customer link.

The Last Dunning Letter page is displayed. This page provides the Letter Total of the Item details.

If necessary, be sure to scroll to the right to view all of the Last letter fields and information.

Click the Letter Content tab.

The Letter Content page is displayed. The Dunning Letter Text box provides the text of the letter that was last sent to the customer.

To navigate to the Preview Letter page, select:

Dunning Letters > Preview Letter

The Preview Letter Search Criteria page is displayed. The search Criteria SetID and Correspondence Customer fields are automatically populated based on the values used on previous pages. You can change this information or leave it as is. Example shown here: search criteria as displayed.

Click the Search button.

Click the appropriate Dunning Number link.

Click the Search button.

The Letter Preview page is displayed. The Dunning Letter Generated and Not Printed section displays the mailing information of where the Dunning Letter will be sent.

Click the Letter Editing tab.

The Letter Editing page is displayed. The Dunning Letter Text box provides the letter content that will be sent to the customer. The content is available for view only and cannot be edited.