Dunning Permissions and Roles

Record or FunctionalityDunning Director/Accountant/ AdministratorDunning Manager or A/R Clerk
Allow Individual Invoice Level DunningFullView
Dunning ConfigurationEditView
Dunning Level RuleFullView
Dunning Pause ReasonFullFull
Dunning ProcedureFullView
Dunning Procedure PriorityEditView
Dunning TemplateFullEdit
Dunning Procedure Bulk AssignmentAllowedNot allowed
Dunning Bulk Update Customer RecordsAllowedNot allowed
Dunning Email Sending QueueAllowedAllowed
Dunning PDF Printing QueueAllowedAllowed
Assigning Dunning ManagersAllowedNot allowed
Assigning a Dunning Procedure to an InvoiceAllowedAllowedNote: Only the dunning manager assigned to the invoice can edit the Dunning Procedure field on the Dunning subtab of the invoice record.
Assigning a Dunning Procedure to a CustomerAllowedAllowedNote: Only the dunning manager assigned to the customer can edit the Dunning Procedure field on the Dunning subtab of the customer record.
Assigning a Dunning Procedure to an Invoice GroupAllowedAllowedNote: Only the dunning manager assigned to the invoice group can edit the Dunning Procedure field on the invoice group record.
Defining Dunning Letter RecipientsAllowedAllowed
Pausing DunningAllowedAllowed
Resuming DunningAllowedAllowed

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