Running the Dunning Process

Purpose: Use this document as a resource on how to utilize ctcLink to run the dunning process.

Audience:  Accounts Receivable Staff

You must have at least one of these local college managed security roles:

  • ZZ AR Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Running the Dunning Process

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 an organization.

Navigation:   Accounts Receivable > Customer Interactions > Dunning Letters > Extract Dunning Letter Info

  1. The Extract Dunning Letter Info run control ID search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
    • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_DUNNING_JH1 (Institution Code, Dunning Letter, ID).
  3. The Dunning Letters Parameters page displays.  Use it 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.
  4. Enter Customer ID.
  5. Select Run.
  6. The Process Scheduler Request page displays.  Use it to enter or update parameters, such as server name and process output format.
  7. 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.
  8. Select the Server Name list.  Select the desired value from Server Name drop-down list.

Note : Please leave as it is if you are not able to select the server name.

  1. Select Dunning Letters.
  2. Select OK.
  3. The Process Scheduler Request page disappears.  The updated Dunning Letters Parameters page displays.  Note the Process Instance number.
  4. Select Process Monitor.
  5. he Process Monitor page displays.  Refer to the Process Monitor QRG for instructions.
  6. Use the Process List page to view the status of submitted process requests.
  7. The current status of the process is Processing.  The process is finished when the status is Success.
  8. Continue to select the Refresh button until the status is Success.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial via Panopto

View the external link to Running the Dunning Process. This link will open in a new tab/window.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.