Dunning Letter

Form ID: (AR306000)

If you have selected the dunning process by document, by using this form, you can adjust the list of documents included in a letter with the Draft status—that is, you can remove a document from the current letter or exclude it from the dunning process. When you have finished making adjustments, you can release the draft and then print, email, or void the released letter.

If you have selected the dunning process by customer, by using this form you can print, email, or void the released letter. For more information on producing dunning letters, see Managing Dunning Letters.

This form is available only if the Dunning Letter Management feature is enabled on the Enable/Disable Features (CS100000) form.

This form is not displayed in the navigation pane. You access the form by selecting a record and clicking View Dunning Letter on one of the following forms:

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Table 1. Form Toolbar Buttons
Button	Description
Release	Releases the dunning letter with the Draft status and changes the status of the letter to Released. If a dunning fee amount has been specified for this level of dunning letter on the Dunning tab of the Accounts Receivable Preferences (AR101000) form, the invoice for the dunning fee is created as well. If the Automatically Release Dunning Fee Documents check box on the Dunning tab of the Accounts Receivable Preferences form is selected, the system automatically releases the invoice when the corresponding dunning letter is released.
Void	Voids the released dunning letter and decreases the dunning level of the documents included. If a released and unpaid invoice for the dunning fee was associated with the voided dunning letter, the system closes the invoice by applying a credit memo to it. If the fee was paid at least partially, the system will display a warning indicating that you should first settle up the fee invoice manually and then void the letter. This button is available only after release.
Print	Generates the Dunning Letter (AR661000) report for the letter, which you can print or email. (This button is available only after release.)

Summary Area

In the Summary area you can view the letter status, level and date, as well as the customer account for which the letter was generated. If an amount of the dunning fee was specified for the level of the letter, the link to the invoice is displayed after you release the letter.


Element	Description
Status	The status of the dunning letter. The status can be one of the following: Draft: The dunning letter has been prepared and can be released. You can edit the list of customer documents included in the letter. Released: The dunning letter has been released and can be printed, emailed, or voided. If a dunning fee amount was specified for the level of this letter on the Dunning tab of the Accounts Receivable Preferences (AR101000) form, the invoice for the dunning fee is created and released as well. Voided: The dunning letter is voided, the dunning level of documents listed in this letter is decreased, and these documents are available for preparing a new letter.
Dunning Letter Level	The level of this dunning letter. The system uses the value of this box to define for which dunning fee amount the invoice should be generated. If there are documents with different dunning level are included in the letter, the system uses the highest level (among document levels) to set as the dunning level of the letter. You can delete documents with the highest level to decrease the level of the letter.
Dunning Letter Date	The creation date of this dunning letter.
Customer	The ID and name of the customer associated with the dunning letter.
Dunning Fee	The dunning fee applied to this dunning letter. You can edit the value in this box if the status of the dunning letter is Draft and an item is selected in the Dunning Fee Item box on the Dunning tab of the Accounts Receivable Preferences form. Only a positive value can be specified.
Currency	The currency of the dunning fee. This is the base currency of the tenant to which the current user is signed in. The box appears on the form if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
Fee Reference Nbr.	The reference number of the invoice that was created for the dunning fee amount specified for this level of the dunning letter. The invoice is created when you release the dunning letter. You can click the link to view document details.

Table

This table contains the list of customer documents to be included in the dunning letter.

The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.


Button	Description
Revoke	Excludes the selected document from the dunning process. The action is available for dunning letters with the Draft status. After you have excluded a document, you can again include the document in the dunning process by clearing the Revoked check box on the Financial tab of the Invoices and Memos (AR301000) form.

Table 2. Table Columns
Column	Description
Type	The type of the document.
Reference Nbr.	The reference number of the document. You can click the link to view document details.
Due Date	The due date of the document.
Original Document Amount	The original document amount.
Overdue Balance	The overdue amount of the document.
Dunning Letter Date	The creation date of the dunning letter.
Dunning Level	The dunning level of the document.