Preparing Dunning Letters

In this chapter, you will find general information on how to use the AR Aging report and prepare dunning letters, a checklist for system implementation, an activity that describes how to run the AR Aging report, an activity that describes how to prepare dunning letters, and other reports that can be useful to find and view past-due documents.

Back to TopIn This Chapter

Preparation of Dunning Letters: General Information

In Acumatica ERP, the Dunning Letter (AR661000) report is used to generate a printed version of a dunning letter. You can control the look and feel of this report in addition to the reporting functions. You can use the default report or customize the report by using the Acumatica Report Designer. You can provide settings specifying who will receive the report-based email and which format should be used, as well as possibly a specific template to be used as the email body (for email personalization). For details on modifying reports, see the Acumatica Report Designer Guide.

Preparation of Dunning Letters: Dunning Process by Customer

You select the By Customer option in the Dunning Process box on the Dunning tab of the Accounts Receivable Preferences (AR101000) form to define that the system groups overdue documents by customer account when it prepares dunning letters.

Preparation of Dunning Letters: Dunning Process by Document

You select the By Document option in the Dunning Process box on the Dunning tab of the Accounts Receivable Preferences (AR101000) form to specify that when the system prepares dunning letters, it groups overdue documents by customer account and by document dunning level.

Preparation of Dunning Letters: Using the AR Aging Report

Acumatica ERP includes reports that can be used by your collection personnel to determine which invoices are overdue for payment. These reports can also be used by management to determine the effectiveness of the credit and collections efforts. The following section describes the AR Aging (AR631000) report. For descriptions of other reports, see Preparation of Dunning Letters: Related Reports.

Preparation of Dunning Letters: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for preparing dunning letters, and to understand (and change, if needed) the settings that affect the processing workflow.

Preparation of Dunning Letters: Generated Transactions

As you prepare dunning letters, depending on the system settings, the system can create and release dunning fee invoices. To update customer balances, when releasing a dunning fee invoice, the system generates the GL transactions described in the following sections.

Preparation of Dunning Letters: To Run the AR Aging Report

The following activity will walk you through the process of running the AR Aging report.

Preparation of Dunning Letters: To Prepare Dunning Letters

The following activity will walk you through the process of preparing dunning letters to customers.

Preparation of Dunning Letters: Related Reports

In the following sections, you can find details about the reports you may want to review to gather information about overdue documents.

Preparing Dunning Letters

[anchor|#section_ozd_hjv_vxb][anchor|#p_pzd_hjv_vxb]
In this chapter, you will find general information on how to use the AR Aging report and prepare dunning letters, a checklist for system implementation, an activity that describes how to run the AR Aging report, an activity that describes how to prepare dunning letters, and other reports that can be useful to find and view past-due documents.
==In This Chapter{nestedtopics}==
*[HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_GeneralInfo|Preparation of Dunning Letters: General Information]
*:In Acumatica ERP, the [HelpRoot_ReportReference\AR_66_10_00|Dunning Letter] ([~/?ScreenId=AR661000|AR661000]) report is used to generate a printed version of a dunning letter. You can control the look and feel of this report in addition to the reporting functions. You can use the default report or customize the report by using the Acumatica Report                        Designer. You can provide settings specifying who will receive the report-based email and which format should be used, as well as possibly a specific template to be used as the email body (for email personalization). For details on modifying reports, see the [HelpRoot_ReportingTools\ReportDesigner_Main| Acumatica Report                        Designer Guide].
*[HelpRoot_CreditPolicy\AR__CON_DunningCustomer|Preparation of Dunning Letters: Dunning Process by Customer]
*:You select the ''By Customer'' option in the '''Dunning Process''' box on the '''Dunning''' tab of the [HelpRoot_FormReference\AR_10_10_00|Accounts Receivable Preferences] ([~/?ScreenId=AR101000|AR101000]) form to define that the system groups overdue documents by customer account when it prepares dunning letters.
*[HelpRoot_CreditPolicy\AR__CON_DunningDocument|Preparation of Dunning Letters: Dunning Process by Document]
*:You select the ''By Document'' option in the '''Dunning Process''' box on the '''Dunning''' tab of the [HelpRoot_FormReference\AR_10_10_00|Accounts Receivable Preferences] ([~/?ScreenId=AR101000|AR101000]) form to specify that when the system prepares dunning letters, it groups overdue documents by customer account and by document dunning level.
*[HelpRoot_CreditPolicy\AR__CON_Using_AR_Aging_Reports|Preparation of Dunning Letters: Using the AR Aging Report]
*:Acumatica ERP includes reports that can be used by your collection personnel to determine which invoices are overdue for payment. These reports can also be used by management to determine the effectiveness of the credit and collections efforts. The following section describes the [HelpRoot_ReportReference\AR_63_10_00|AR Aging] ([~/?ScreenId=AR631000|AR631000]) report. For descriptions of other reports, see [HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_Reports|Preparation of Dunning Letters: Related Reports].
*[HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_Implem_Checklist|Preparation of Dunning Letters: Implementation Checklist]
*:The following sections provide details you can use to ensure that the system is configured properly for preparing dunning letters, and to understand (and change, if needed) the settings that affect the processing workflow.
*[HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_Transactions|Preparation of Dunning Letters: Generated Transactions]
*:As you prepare dunning letters, depending on the system settings, the system can create and release dunning fee invoices. To update customer balances, when releasing a dunning fee invoice, the system generates the GL transactions described in the following sections.
*[HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_To_Run_AR_Aging|Preparation of Dunning Letters: To Run the AR Aging Report]
*:The following activity will walk you through the process of running the AR Aging report.
*[HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_To_Prepare_Letters|Preparation of Dunning Letters: To Prepare Dunning Letters]
*:The following activity will walk you through the process of preparing dunning letters to customers.
*[HelpRoot_CreditPolicy\CreditPolicy_Preparing_Dunning_Letters_Reports|Preparation of Dunning Letters: Related Reports]
*:In the following sections, you can find details about the reports you may want to review to gather information about overdue documents.