Generating Dunning Letters - 20b

Purpose: Generate dunning letters using ctcLink.

Audience: Accounts Receivable staff.

Dunning letters are used to communicate information to customers such as their account balance, items in their account, and the age of the items in their account.

To generate dunning letters for specific customers, you need to run a single, two-step process that uses Structured Query Reports (SQR) and BI Publisher. SQR retrieves data from customer and item records, and BI Publisher organizes that data into letters.

Generating Dunning Letters

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.

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."

  1. Enter the desired information into the Run Control ID field. This QRG assumes you already have an existing Run Control ID.
  2. Select the Search button.
Extract Dunning Letter Info

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.

  1. Select the Customer ID field and enter the desired information.  
  2. Select the Correspondence Customer and enter the desired information.  
  3. 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 AR Dunning option.

Use the Type list to select the type of output you want to generate for this job. Your four choices are:

  • File
  • Printer
  • Email
  • Web

Use the Format list to define the output format for the report. The values are dependent upon the Process Type for the process you have selected. In this example.

  1. Select the OK button.
Process Scheduler Request

Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.

  1. Select the Process Monitor link.

Use the Process List page to view the status of submitted process requests.

The current status of the process is Queued. The process is finished when the status is Success. Continue to select the Refresh button until the status is Success.

  1. Select the Refresh button.

The Run Status is now Success.

You have successfully generated a dunning letter for a customer.

End of the Procedure.

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