metafresh logo and link to homepage

How do I link a Dunning Type to a partner?

Overview

For a Dunning Type to be effective in connection with a partner, you first need to link it to the corresponding partner. You can link it to both a single customer and a business partner group.

Steps

  1. Open an existing customer entry from your business partners or create a new customer.
  2. Go to the tab “Customer” at the bottom of the page and open the Advanced Edit Menu.

    Note: The business partner must be registered as a customer for dunning to be available.

  3. In the field Dunning select the desired dunning type.
  4. Click “Done” to close the window and apply the changes.

    Note: Alternatively you can also double-click the field in the column Dunning of the customer line and select a dunning type from the drop-down list.

Example


Steps

  1. Open an existing Business Partner Group or create a new one.
  2. Open the Advanced Edit Menu from the Actions Menu.

    Note: Use shortcut Alt + E

  3. Scroll down to the field Dunning and select the desired dunning type.
  4. Click “Done” to close the window and apply the changes.

Example


Zur Quelldatei auf github.com