Overview of Custom Dunning Feature Following is the overview for a custom dunning implementation of The custom dunning feature with customer and project based dunning. Custom Dunning Feature is designed to automate the process of sending dunning emails to customers with overdue invoices. It involves several key components, including Map/Reduce scripts, client scripts, and custom… Continue reading Custom Dunning Process Implementation plan with customer and project-based dunning
Tag: Dunning
Understanding the Dunning Process in NetSuite
The Dunning process is an essential component of accounts receivable management in NetSuite. It involves systematically following up with customers regarding overdue invoices to encourage timely payment. Effective dunning helps maintain cash flow and strengthens customer relationships by addressing payment issues promptly. In NetSuite, the Dunning process can be automated using the Dunning Management feature.… Continue reading Understanding the Dunning Process in NetSuite
Dunning Module Implementation: Case Study
The High-level case study on the Dunning Module implementation: Client: Cedar Electronics Cedar Electronics specializes in communication and detection products. The Company develops and distributes consumer electronics such as radars, dash and action cameras, jump starters, power banks, and radios. Dunning enabled for around 250 customers of 1 subsidiary.
How to attach Customer statements In Dunning Emails
Dunning Emails gives the option to sent the Customer statements also in the Dunning letters. Attaching the customer statement will help the customer regarding the invoices and the total amount to be paid. To Attach Customer statement in a dunning letter: Go To Dunning Templates Setup> Dunning> Dunning Templates> Edit (Create if Dunning template is… Continue reading How to attach Customer statements In Dunning Emails
Defining Dunning Recipients
Dunning letters will be shared with Customers registered mail, along with that we can tag the contacts of the customers. A customer may have multiple contacts associated with them. It is possible to associate them also in the Dunning letters shared with customers. Go To List> Relationships> Customers> Edit under the Dunning Subtab If you… Continue reading Defining Dunning Recipients
Identify invoice fields for Dunning Templates
We can data source when creating a Dunning template using the free maker, Several invoice fields are available and we can source these data into the template. To identify invoice fields for inclusion in dunning templates: If you are an administrator, go to Setup > Dunning > Email Template Invoice Fields.If you are using other… Continue reading Identify invoice fields for Dunning Templates
Customer Dunning evaluation workflow scheduling
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 searchdoes not have any customer, invoice or invoice group that… Continue reading Customer Dunning evaluation workflow scheduling
Dunning Permissions and Roles
Record or Functionality Dunning Director/Accountant/ Administrator Dunning Manager or A/R Clerk Allow Individual Invoice Level Dunning Full View Dunning Configuration Edit View Dunning Level Rule Full View Dunning Pause Reason Full Full Dunning Procedure Full View Dunning Procedure Priority Edit View Dunning Template Full Edit Dunning Procedure Bulk Assignment Allowed Not allowed Dunning Bulk Update… Continue reading Dunning Permissions and Roles
Dunning manager receives error: You do not have privileges to view this page
When an error like this occurs to any custom created dunning roles (manager / director) note down the script id from the error screen Open any script and change the internal id and click enter by going to customization> script> scripts Now the Dunning Queue SU (SS2) script will open go to deployment subtab open… Continue reading Dunning manager receives error: You do not have privileges to view this page
Defining Dunning selection criteria
The clients, invoices, and invoice groupings to which the dunning procedure can be applied can be filtered using dunning selection criteria. Automatic assignment to new invoices – Dunning procedures are assigned according to thesubsidiary, department, location, class, saved search, and dunning procedure priority. Automatic assignment to new customers – Dunning procedures are automatically assigned accordingto… Continue reading Defining Dunning selection criteria