The High-level case study on the Dunning Module implementation: Client: Cedar Electronics Cedar Electronics specializes in communication and detection products. The Company develops and distributes consumer electronics such as radars, dash and action cameras, jump starters, power banks, and radios. Dunning enabled for around 250 customers of 1 subsidiary.
Tag: Dunning
How to attach Customer statements In Dunning Emails
Dunning Emails gives the option to sent the Customer statements also in the Dunning letters. Attaching the customer statement will help the customer regarding the invoices and the total amount to be paid. To Attach Customer statement in a dunning letter: Go To Dunning Templates Setup> Dunning> Dunning Templates> Edit (Create if Dunning template is… Continue reading How to attach Customer statements In Dunning Emails
Defining Dunning Recipients
Dunning letters will be shared with Customers registered mail, along with that we can tag the contacts of the customers. A customer may have multiple contacts associated with them. It is possible to associate them also in the Dunning letters shared with customers. Go To List> Relationships> Customers> Edit under the Dunning Subtab If you… Continue reading Defining Dunning Recipients
Identify invoice fields for Dunning Templates
We can data source when creating a Dunning template using the free maker, Several invoice fields are available and we can source these data into the template. To identify invoice fields for inclusion in dunning templates: If you are an administrator, go to Setup > Dunning > Email Template Invoice Fields.If you are using other… Continue reading Identify invoice fields for Dunning Templates
Customer Dunning evaluation workflow scheduling
Goto Customization> Workflow> Workflow Open the Customer Dunning WF Scheduler workflow. under Initiation, choose Scheduled. In the Saved Search field, select the saved search on which to run the workflow. You can use your own saved search, but you must make sure that your saved searchdoes not have any customer, invoice or invoice group that… Continue reading Customer Dunning evaluation workflow scheduling
Dunning Permissions and Roles
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 Level Rule Full View Dunning Pause Reason Full Full Dunning Procedure Full View Dunning Procedure Priority Edit View Dunning Template Full Edit Dunning Procedure Bulk Assignment Allowed Not allowed Dunning Bulk Update… Continue reading Dunning Permissions and Roles
Dunning manager receives error: You do not have privileges to view this page
When an error like this occurs to any custom created dunning roles (manager / director) note down the script id from the error screen Open any script and change the internal id and click enter by going to customization> script> scripts Now the Dunning Queue SU (SS2) script will open go to deployment subtab open… Continue reading Dunning manager receives error: You do not have privileges to view this page
Defining Dunning selection criteria
The clients, invoices, and invoice groupings to which the dunning procedure can be applied can be filtered using dunning selection criteria. Automatic assignment to new invoices – Dunning procedures are assigned according to thesubsidiary, department, location, class, saved search, and dunning procedure priority. Automatic assignment to new customers – Dunning procedures are automatically assigned accordingto… Continue reading Defining Dunning selection criteria
How to Resend a Dunning letter to a customer again
The Dunning Letters SuiteApp is currently unable to recognise bounced email messages.Emails sent from NetSuite records are preserved both on the record you sent the email from and on the Messages subtab for each contact receiving it. You may view the dunning letter and send it on a customer’s request by going to the Communication… Continue reading How to Resend a Dunning letter to a customer again
How to attach Statements and Invoices in Dunning Letters
You can opt to include customer statements and invoices with dunning letters when building dunning template records. Dunning letters are sent as one email message with attachments. The system stores the attachments with the dunning letter when you print it in the same file cabinet folder.The following choices are available on the Dunning Template page:… Continue reading How to attach Statements and Invoices in Dunning Letters