Preparing Dunning Letters: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for preparing dunning letters, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially prepare dunning letters, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) | The Dunning Letter Management feature has been enabled. |
| Accounts Receivable Preferences (AR101000) | The dunning settings have been specified on the Dunning tab of the form as described in Dunning Process Setup: Implementation Activity. |
| Statement Cycles (AR202800) | Make sure that the End of Month statement cycle that will be used for customers has been configured. |
| Customer Classes (AR201000) | The dunning letter levels have been set up for the needed customer classes on the Dunning tab as described in Dunning Process Setup: Implementation Activity. |
| Customers (AR303000) | The customer records have been created and assigned to the needed customer class. |
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you prepare dunning letters for the By Customer process by performing instructions similar to those described in Preparation of Dunning Letters: To Prepare Dunning Letters.
Known Process Limitations
If on the Accounts Receivable Preferences (AR101000) form, you initially selected By Document in the Dunning Process box, changing it later to the By Customer setting is not recommended.