Customer Dunning Information

Body

Overview

Generating a Dunning Letter is the process of methodically communicating with customers to ensure the collection of accounts receivable. Dunning letters can progress from gentle reminders to more demanding letters.

In this article, you will view Dunning Letter History, Dunning Letter Status, Last Letter and Preview Letter.

Instructions

Step 1: Click the Classic Home tile.
Step 2: Navigate to the History of Letters page.
Step 3: Enter the appropriate information into the SetID field.
Step 4: Enter the appropriate information into the Correspondence Customer field.
Step 5: Enter the appropriate information into the Dunning Number field.
Step 6: Click the Search button.
Step 7: The Dunning Letters page is displayed. This page is used to view Dunning Letter Details.
Step 8: The Dunning Letter Details section displays the Letter Total information.
Step 9: Scroll to the right to view all of the information and fields on the page.
Step 10: Click the Letter Content tab.
Step 11: The Dunning Letter Text displays the content of the letter that will be sent to the customer.
Step 12: Navigate to the Item Dunning History page.
Step 13: Enter the appropriate information into the Business Unit field.
Step 14: Enter the appropriate information into the Customer ID field.
Step 15: Click the Search button.
Step 16: Click the appropriate Customer ID link.
Step 17: The Dunned Item History page is displayed.
Step 18: Navigate to the Item Dunning Status page.
Step 19: View the Item ID, Item Balance, Dunning Date, Acctg Date, Due Date and Days Late.
Step 20: Navigate to the Last Letter page.
Step 21: Enter the appropriate information into the SetID field.
Step 22: Click the Search button.
Step 23: Click the appropriate Correspondence Customer link.
Step 24: The Last Dunning Letter page is displayed.
Step 25: If necessary, be sure to scroll to the right to view all of the Last letter fields and information.
Step 26: Click the Letter Content tab.
Step 27: The Letter Content page is displayed.
Step 28: Navigate to the Preview Letter page
Step 29: Click the Search button.
Step 30: Click the appropriate Dunning Number link.
Step 31: Click the Search button.
Step 32: The Letter Preview page is displayed.
Step 33: Click the Letter Editing tab.
Step 34: The Letter Editing page is displayed.

In this article, you will view Dunning Letter and Dunning History information.

1. Step 1

Click the Classic Home tile.

2. Step 2

To navigate to the History of Letters page, select:

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

3. Step 3

The History of Letters Search Criteria page is displayed.

Enter the appropriate information into the SetID field.

Example shown here: "UGA01".

4. Step 4

Enter the appropriate information into the Correspondence Customer field.

Example shown here: "100242".

5. Step 5

Enter the appropriate information into the Dunning Number field.

Example shown here: "10".

6. Step 6

Click the Search button.

7. Step 7

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.

8. Step 8

The Dunning Letter Details section displays the Letter Total information.

9. Step 9

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

10. Step 10

Click the Letter Content tab.

11. Step 11

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

12. Step 12

To navigate to the Item Dunning History page, select:

Dunning Letters > Item Dunning History

13. Step 13

The Item Dunning History Search Criteria page is displayed.

Enter the appropriate information into the Business Unit field.

Example shown here: "66001".

14. Step 14

Enter the appropriate information into the Customer ID field.

Example shown here: "100242".

15. Step 15

Click the Search button.

16. Step 16

Click the appropriate Customer ID link.

17. Step 17

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

18. Step 18

To navigate to the Item Dunning Status page, select:

Dunning Letters > Item Dunning Status

19. Step 19

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.

20. Step 20

To navigate to the Last Letter page, select:

Dunning Letters > Last Letter

21. Step 21

The Last Letter Search Criteria page is displayed.

Enter the appropriate information into the SetID field.

Example shown here: "UGA01".

22. Step 22

Click the Search button.

23. Step 23

Click the appropriate Correspondence Customer link.

24. Step 24

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

25. Step 25

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

26. Step 26

Click the Letter Content tab.

27. Step 27

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

28. Step 28

To navigate to the Preview Letter page, select:

Dunning Letters > Preview Letter

29. Step 29

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.

Customer Dunning Information

Summary

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Overview

Instructions

Details

Details