Goto Customization> Workflow> Workflow
Open the Customer Dunning WF Scheduler workflow.
under Initiation, choose Scheduled.
In the Saved Search field, select the saved search on which to run the workflow.
You can use your own saved search, but you must make sure that your saved search
does not have any customer, invoice or invoice group that does not have a dunning procedure
Check the repeat box
Select the Frequency
- Every 30 Minutes
- Daily
- Weekly
- Monthly
- Yearly
After defining the schedule, if you are ready to run the workflow, set the Release Status field to
Released.
Save the workflow