Prepare dunning letters by document

Before you start

Enable or disable dunning letter management

Make overdue and dunning settings in the Customer ledger preferences

Set customer class print and email preferences

Set up dunning letter mailing for a customer class

For all customers, the dunning process checks customers' due documents and gives you the ability to prepare and send dunning letters of different severity levels.

You can prepare a separate dunning letter for each document, or you can group the documents of a customer with different levels into one letter.

Before you start preparing dunning letters, make sure that customers do not have open payments, prepayments and credit memos that can be applied against outstanding documents.

1. Go to the Prepare dunning letters (AR521000) window.

2. Optional: Select a customer class.
3. Optional: Select a customer.
4. In the table, select the documents you want to prepare dunning letters for.
   
   Select the All overdue documents radio button, to have the system create dunning letters from all overdue documents.
   
   Select the Dunning letter level radio button and enter the dunning letter levels you want to use in the From and To fields.
5. Click Process or Process all.

What is next?

To print or email the reviewed and released dunning letters, go to the Print/release dunning letters window.