Send a Dunning Notice

A dunning notice is emailed to customers with unpaid transactions aged over 30 days.  The process described below sends one of the following letters to the customer's contact with the assigned dunning responsibility.

• 30+ Day Dunning:  Customers with unpaid transactions from 31 to 60 days old.

• 60+ Day Dunning: Customers with unpaid transactions from 61 to 90 days old.

• 90+ Day Dunning: Customers with unpaid transactions older than 90 days.

Dunning Letters are created and sent using Scheduled Processes.  The following processes are run to create and send the final dunning letters:

• Refresh Receivables Transactions for Customer Account Summaries

• Collections Delinquency Management

• Update Collections Summary Data

• Validate Customer Dunning Setup Process

• Send Dunning Letters

Each section below shows the instructions to run these processes.

Run the Refresh Receivables Transactions for Customer Account Summaries

Follow the steps below to run the scheduled process.

Step	Action	Illustration
1	Click the Schedule New Process button.
2	Search for the Process: Enter Refresh Receivables  into the Search field to search for the Refresh Receivables Transactions for Customer Account Summaries process.     Select the process and click OK.
3	The process displays in the Name field.     Click OK.
4	The Process Details window displays.   Click Submit.
5	A Confirmation window displays showing the process is submitted.
6	On the Overview screen, click the Refresh icon to until the process shows a Succeeded status.

Run the Collections Delinquency Management Process

Follow the steps below to run the scheduled process.

Step	Action	Illustration
1	Click the Schedule New Process button.
2	Enter Collection Delinquency into the Search field to search for the Collections Delinquency Management process.     Select the process and click OK.
3	The process displays in the Name field.     Click OK.
4	The Process Details window displays.   Complete the following fields: Business Unit:  Remington Corporate   Click Submit.
5	A Confirmation window displays showing the process is submitted.
6	On the Overview screen, click the Refresh icon to until the process shows a Succeeded status.

Run the Update Collections Summary Data Process

Use the following steps to run the scheduled process.

Step	Action	Illustration
1	Click the Schedule New Process button.
2	Enter Update Collections into the Search field to search for the Update Collections Summary Data process.     Select the process and click OK.
3	The process displays in the Name field.     Click OK.
4	The Process Details window displays.   Complete the following fields: Delinquency Method:  Update Business Unit:  Remington Corporate   Click Submit.
5	A Confirmation window displays showing the process is submitted.
6	On the Overview screen, click the Refresh icon to until the process shows a Succeeded status.

Validate Customer Dunning Setup

Use the following steps to run the validation report.

Step	Action	Illustration
1	Navigate to the Scheduled Processes  Overview screen.    In the Search Results area, click Schedule New Process.
2	The Schedule New Process window displays.  Click the Name arrow to see the processes list.    At the bottom of the list, click Search to open the Search window.
3	Enter Validate Customer Dunning into the search field and click Search.    Select the process and click OK.
4	The process displays in the Schedule New Process window in the Name field.    Click OK.
5	The Process Details window displays.    Complete the following fields: Business Unit:  Remington Corporate Business Level: No Profile Show Errors Only:  No From Customer Name:  Enter the Customer Name needed.   Click Submit.
6	The Confirmation window displays.    Click OK.
7	On the Overview screen, click the Refresh icon until the process shows a Succeeded status.
8	Select the Validate Customer Dunning Setup Report and scroll down to the Output section.    Click the report title to download the report.
9	An Open Zip File window displays.  Select Open with Windows Explorer.       Click OK.
10	The file saves to the computer's Download file.       Click the report title to open the report to view.
11	The Report displays on the screen with the Error Details shown for any customer's entered incorrectly.

Run the Send Dunning Letters Process

Use the following steps to run the scheduled  processes.

Step	Action	Illustration
1	Click the Schedule New Process button.
2	Enter Update Collections into the Search field to search for the Send Dunning Letters process.     Select the process and click OK.
3	The process displays in the Name field.     Click OK.
4	The Process Details window displays.   Complete the following fields: Business Unit:  Remington Corporate Dunning Configuration Name:  Select REM_Aged Dunning From/To Customer Name: Enter the Customer Name.  OR From/To Customer Number:  Enter the Customer Number.   Click Submit
5	A Confirmation window displays showing the process is submitted.
6	On the Overview screen, click the Refresh icon to until the process shows a Succeeded status.

Updated 7/26/2019 JM