Processing and Printing Dunning Letters Concept Processing and

Processing and Printing Dunning Letters Concept

Processing and Printing Dunning Letters

Processing and Printing Dunning Letters Step 1 Begin by navigating to the Dunning Letters Parameters page. Click the Scroll Down arrow.

Processing and Printing Dunning Letters Step 2 Click the Accounts Receivable menu.

Processing and Printing Dunning Letters Step 3 Click the Customer Interactions menu.

Processing and Printing Dunning Letters Step 4 Click the Dunning Letters menu.

Processing and Printing Dunning Letters Step 5 Click the Extract Dunning Letter Info menu.

Processing and Printing Dunning Letters Step 6 You can run this process by searching for an existing Run Control ID or you can add a new value.

Processing and Printing Dunning Letters Step 7 Click the Add a New Value tab.

Processing and Printing Dunning Letters Step 8 A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

Processing and Printing Dunning Letters Step 9 Creating a Run Control ID that is relevant to the process may help you remember it for future use. Enter the desired information into the Run Control ID field. Enter "DUNLTR 01".

Processing and Printing Dunning Letters Step 10 Click the Add button.

Processing and Printing Dunning Letters Step 11 Use the Dunning Letters Parameters page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

Processing and Printing Dunning Letters Step 12 Click in the Customer ID field.

Processing and Printing Dunning Letters Step 13 Enter the desired information into the Customer ID field. Enter "50032".

Processing and Printing Dunning Letters Step 14 Click in the Correspondence Customer field.

Processing and Printing Dunning Letters Step 15 Enter the desired information into the Correspondence Customer field. Enter "50032".

Processing and Printing Dunning Letters Step 16 Use the Dunning Group field to assign customers to a dunning group. In this case, use the default value.

Processing and Printing Dunning Letters Step 17 The Use Severest Dunning Letter option prints the text from the letter code associated with the highest dunning level along with all past due items for the customer.

Processing and Printing Dunning Letters Step 18 Click the Run button.

Processing and Printing Dunning Letters Step 19 Use the Process Scheduler Request page to enter or update parameters, such as server name process output format.

Processing and Printing Dunning Letters Step 20 You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field. Click the Server Name list.

Processing and Printing Dunning Letters Step 21 Click the PSNT list item.

Processing and Printing Dunning Letters Step 22 Click the AR Dunning option.

Processing and Printing Dunning Letters Step 23 Use the Type list to select the type of output you want to generate for this job. Your four choices are File, Printer, Email, or Web.

Processing and Printing Dunning Letters Step 24 Use the Format list to define the output format for the report. The values are dependent upon the Process Type field. In this example, the default value is TXT.

Processing and Printing Dunning Letters Step 25 Click the OK button.

Processing and Printing Dunning Letters Step 26 Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

Processing and Printing Dunning Letters Step 27 Click the Process Monitor link.

Processing and Printing Dunning Letters Step 28 Use the Process List page to view the status of submitted process requests.

Processing and Printing Dunning Letters Step 29 The current status of the process is Processing. The process is finished when the status is Success. Continue to click the Refresh button until the status is Success.

Processing and Printing Dunning Letters Step 30 Click the Refresh button.

Processing and Printing Dunning Letters Step 31 The Run Status is now Success.

Processing and Printing Dunning Letters Step 32 Next, navigate to the Dunning Letter Print page to run reports that merge data from temporary tables with a predefined layout to generate the dunning letters. Click the Dunning Letters menu.

Processing and Printing Dunning Letters Step 33 Click the Print Letter menu.

Processing and Printing Dunning Letters Step 34 Enter the desired information into the Run Control ID field. Enter "DUNLTR 01".

Processing and Printing Dunning Letters Step 35 Click the Search button.

Processing and Printing Dunning Letters Step 36 Use the Dunning Letter Print page to define the parameters to be used with the Process Scheduler.

Processing and Printing Dunning Letters Step 37 Each time you run the SQR process, a Dunning Number is assigned. This number applies to all the letters generated by that process instance. In this example, retain the assigned dunning number.

Processing and Printing Dunning Letters Step 38 Click the Run button.

Processing and Printing Dunning Letters Step 39 Click the Dunning Letters - All Levels option.

Processing and Printing Dunning Letters Step 40 Click the OK button.

Processing and Printing Dunning Letters Step 41 Click the Process Monitor link.

Processing and Printing Dunning Letters Step 42 Click the Refresh button.

Processing and Printing Dunning Letters Step 43 The Run Status is now Success.

Processing and Printing Dunning Letters Step 44 You have successfully processed and printed dunning letters. End of Procedure.