Dunning Letters

Oracle's Dunning feature provides a way for you to send dunning letters to customers with unpaid transactions.  The dunning letters are emailed to the designated contact person at 30+, 60+, and 90+ intervals, until the transaction has been paid or further action has been taken.  Before the dunning process can be used, companies must have a designated contact and site.

Set Up Account Contact and Purpose

Use the following steps to set up an existing customer with a designated dunning contact.

Step	Action	Illustration
1	On the Billing dashboard, click the Task   icon and select Manage Customers.   The Manage Customers dashboard displays.
2	On the Manage Customers dashboard, use the search fields to search for an existing customer.
3	In the Search Results, select the Customer from the list and scroll down to the Account or Site levels.   Click the Account Number or Site Number to edit the customer's information.
4	The Edit Account screen displays.  Scroll to the Account Information tabs and click Communication.
5	Select a contact and click Edit Contacts button.
6	Update the Contact Points: Select the contact in the Contact List. In the Contact Points section, select the Contact Type: Email. Click Actions and select Create.   The Create Contact Point window displays.
7	Complete the information on the window.   Complete the following fields: Purpose:  Dunning Email Format: HTML e-mail Email:  Enter the email address   The form fields depend on the contact type selected.   Click OK.
8	Scroll down the screen and in the Account Contact Responsibilities section, click the Add icon to add a row in that section.
9	Click the arrow for the field and select Dunning to add the responsibility.
10	The contact is set up for both the billing and the dunning notices.
11	Click the account's Profile History tab.   Click the Account Profile tab in the section.
12	In the Actions menu, select Correct Record.   Scroll down to the Statement and Dunning section.
13	In the Statement and Dunning section, Click the Send Dunning Letters box.
14	Click Save and Close.

Set up the Site Contact and Purpose

Follow the instructions below to set up the designated contact at the site level.

Step	Action	Illustration
1	On the Manage Customers screen, click the Site Number to open the Customer's Site
2	Scroll to the Account Site section.   Click the Site Details tab.
3	Scroll to the Address Purposes. Click the Add icon.   Click the Purpose arrow and select Dunning.
4	Click the Site's Communications tab.   Click the Edit Contacts button.
5	Select a Contact and scroll to the Account Contact Responsibilities section and assign the Dunning responsibility.   Skip to Step 9.
6	If a Site Contact is not displayed, add the Contact to the site. Click Edit Contacts.
7	In the Action menu, select Add Contact.
8	Enter the Contact Name in the Contact Name field. Click the Search icon, if needed.   Click Ok.   Complete the actions from Step 5 above to select the Dunning responsibility.
9	At the top of the Edit Site Contacts screen, click Save and Close.
10	On the Edit Site screen, click Save and Close.

Updated 7/26/2019 JM