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How do I perform a dunning run? (Create Dunning Documents)

Requirements

  1. Set up dunning.
  2. Have an invoice which is due.

Steps

Update Dunning Candidates

  1. Open “Dunning Candidates” from the menu.
  2. Start the action “Create/Update Dunning Candidates”. An overlay window opens up.
  3. Click “Start” to update the candidates and close the overlay window.
  4. Hit F5 to refresh the dunning candidates window and see the updated candidates.

Create Dunning Documents

  1. Select the dunning candidate you want to dun.

    Note: You can also process dunning letters for several candidates at once.

  2. Start the action “Process Dunning Candidates”. An overlay window opens up.

    Note: You can also start this action directly from the respective dunning candidate’s entry.

  3. Click “Start” to create the dunning letters and close the overlay window.
  1. Open the entry of a dunning candidate whose dunning documents you want to print out.
  2. Use the entry’s related documents to jump directly into the “Dunning” window (under FINANCE) and then open the dunning document in question which has already been found by the filter.

    Note: You will find all created dunning documents under “Dunning” in the menu.

  3. Open the PDF print preview.

Note:
You will also find the PDFs of the created dunning documents under “Outbound Documents” in the menu. Go there and open the respective dunning document (use the filter to quickly find it). Under the record tab “Log” at the bottom of the page, select the line “PDF export” and start the action “Open PDF”.

Send Dunning Letter via E-Mail

  1. Open “Outbound Documents” from the menu.
  2. Use the filter to find the dunning letter you want to send via e-mail.
  3. Check that the E-Mail Recipient and the E-Mail are entered correctly in the respective fields.
  4. Start the action “Auswahl als Email an Geschäftspartner senden” (Send selection via e-mail to business partner). An overlay window opens up.
  5. Click “Start” to e-mail the dunning letters and close the overlay window.

Note:
Under “Outbound Documents” in the menu, you may also e-mail several dunning letters to various dunning candidates at once. To do so, from the list view, select the respective entries and continue with steps 4 and 5 as described above. If you want to resend dunning letters, simply uncheck the box Nur bisher nicht gemailte (Only e-mail previously unsent docs) in the overlay window before clicking “Start”.

Next Steps (optional)

Example


Zur Quelldatei auf github.com