ctcLink Reference CenterAccounts Receivable Managing Receivables - 20Processing and Printing Dunning Letters - 20b

Processing and Printing Dunning Letters - 20b

Purpose:  Run the process to print dunning letters using ctcLink.

Audience:  Accounts Receivable staff.

 

ctcLink enables you to use dunning letters 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 SQR and BI Publisher reports. SQR retrieves data from customer and item records, and running the BI Publisher report organizes that data into letters.

Processing and Printing 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.

  1. 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.

  1. Enter the desired information into the Run Control ID field.  
  2. 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.

  1. Select the Customer ID field and enter the desired information into the Customer ID field.
  2. Select the Correspondence Customer field and enter the desired information into the Correspondence Customer field. 

Use the Dunning Group field to assign customers to a dunning group.  In this case, use the default value.

The Use Severest Dunning Letter option prints the text from the letter code associated with the highest dunning level along with all past due items for the customer.

  1. 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.

  1. Select the Server Name list.  Select the desired value into the list.  Note : If you are not able to select the server, please leave as it is.
  2. Select the AR Dunning option.

Use the Type list to select the type of output you want to generate for this job, or use the default value.  Available choices are:

  • Email
  • File
  • Web
  • Window

Use the Format list to define the output format for the report. The values are dependent upon the Process Type field.

  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 initial Run Status of the process is Queued. The process is finished when the status is Success.

  1. Continue to select the Refresh button until the status is Success.

Now that you have run the dunning process, we will navigate to the Print Letter page.

  1. Go to the top menu and click on Dunning Letters.
  2. Select the Print Letter.
  3. From the Find an Existing Value tab, enter the same Run Control ID value used in prior process.
  4. Select Search.
Print Letter

Use the Dunning Letter Print page to define the parameters to be used with the Process Scheduler.

Each time you run the SQR process, a Dunning Number is assigned. This number applies to all the letters generated by that process instance.  Make sure to retain the assigned dunning number.

  1. Select the Run button.  
Dunning Letter Print Page
  1. Select the Dunning Letters - All Levels option.
  2. Select the OK button.
Process Scheduler Request

You are now back to the Dunning Letter Print Page.  A Process Instance number has now been created. Make a note of it for future reference. The next step is to review the Process List details to ensure your letter ran successfully.

  1. Select the Process Monitor link.  
  2. Select the Refresh button until the Run Status = Success.
  3. Select Go back to Print Letter.

You can view the generated PDF letter by going back to the Dunning Letter Print page, clicking on the Report Manager and locate your Process Instance number.  There will be a PDF link for you to click on under the Report column. It will take you to the Report Page where you will locate the file within the File List area. Clicking on the PDF link will open your letter.

Report Manager

You have successfully processed and printed dunning letters.

End of Procedure.

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