Dunning Letter History by Document

Form ID: (AR408500)

By using this form, you can view the history of produced dunning letters for documents of the selected customer account. For more information on producing dunning letters, see Preparation of Dunning Letters: General Information.

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

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

In the Selection area, specify a customer, date range, and range of the dunning letter levels to view the history of the documents.

Element Description
Customer

The customer account, by its identifier.

The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Start Date The starting date in the date range for which you want to display the history of the documents.
End Date The ending date in the date range for which you want to display the history of the documents.
Table 1. Include Levels Section
Element Description
From The starting level in the range of dunning letter levels for which you want to display the history of documents.
To The ending level in the range of dunning letter levels for which you want to display the history of documents.

Table

This table contains the list of customer documents that were included in the dunning letters generated for the customer during the date range specified in the Selection area.

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
View Dunning Letter Opens the Dunning Letter (AR306000) form, where you can view the list of documents included in the letter.
Table 2. Table Columns
Column Description
Customer The customer account, by its identifier.
Type The type of the document.
Reference Nbr The reference number of the document. You can click the link to view document details.
Document Balance The balance of the document.
Due Date The due date of the document.
Dunning Level The dunning level of the document.
Dunning Letter Status The status of the dunning letter, which 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 is released and can be printed or voided. If a dunning fee amount was specified for the level of this letter (on the Dunning Settings tab of Accounts Receivable Preferences (AR101000) form), the invoice for the dunning fee is created and released as well.
  • Voided: The dunning letter is voided and the customer documents listed in this letter are available for preparing a new letter with the Draft status.
Dunning Letter Date The creation date of the dunning letter.