Running the Dunning Process - 20b
Purpose: Utilizing ctcLink to run the dunning process.
Audience: Accounts Receivable Staff.
ctcLink Receivables uses dunning letters to communicate information to customers such as their account parameters, receivables balance, items that make up their balance, and the age of the items in their account.
Dunning letters are created to alert customers of overdue items and expedite the collection of outstanding accounts receivable. Expediting the collection of outstanding accounts receivable enhances the cash flow of a company.
Running the Dunning Process
Navigation: Accounts Receivable > Customer Interactions > Dunning Letters > Extract Dunning Letter Info
You can run this process by searching for an existing Run Control ID or you can Add a New Value.
- Select the Add a New Value tab.
A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.
Creating a Run Control ID that is relevant to the process may help you remember it for future use.
- Enter the desired information into the Run Control ID field.
- Select the Add button.
Use the Dunning Letters Parameters page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.
- Select the Customer ID field. Enter the desired information into the Customer ID field.
- Select the Run button.
Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.
You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.
- Select the Server Name list. Select the desired value from Server Name drop-down list.
- Select the Dunning Letters option.
- Select the OK button.
Note : Please leave as it is if you are not able to select the server name.
Use the Process List page to view the status of submitted process requests.
The current status of the process is Processing. The process is finished when the status is Success.
- Continue to select the Refresh button until the status is Success.
You have successfully run the dunning process for a customer.
End of Procedure.