Solved

Dunning Letter Levels

  • 18 February 2022
  • 1 reply
  • 469 views

Userlevel 3

How does Acumatica control the dunning letter levels for 30/60/90/120 day levels where the ‘severity’ of the dunning letter increases with each monthly iteration.  Like 30 day “Please send in your payment’ to 120 day - “Your account will be closed if we don’t have payment in 10 days”. 

 

We only see one notification template but believe there are ‘severity levels’ in the dunning letters but we don’t know a) how they work and b) how to modify the language to match the clients preference.

Thank you,

Mike

icon

Best answer by Laura02 22 February 2022, 00:01

View original

1 reply

Badge +18

With dunning letter feature turned on, a new tab appears in AR preferences where you can identify Dunning Level 1, 2, 3, and at how many days each letter is sent. Customer Mailing Settings tab in AR Customer Profiles screen lets us specify Dunning Letter email recipients. The letter itself is an Acumatica report #AR661000 that can be modified/copied using the Acumatica report writer. It has been many years since I worked with Dunning Letters, but *I think* we had if statements built into report AR661000 that caused a particular body to print on the letter where Dunning Level = 1, a somewhat harsher letter body where dunning Level = 2, and so on. You can ‘opt out’ customer classes or individual customers, and also could have entirely different letters for different customers or classes using different report numbers connected to the Mailings tab of the customer screen.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved