9.2 Processing and Printing Dunning Letters

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

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.

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

  1. On the Extract Dunning Letter Info run control ID search page, select the Add a New Value tab.
  2. Enter Run Control ID.
  3. Select Add.  The Dunning Letter Parameters tab will display.
Extract Dunning Letter Info Add a New Value tab
  1. Use the Dunning Letters Parameters tab 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.
  2. Enter As of Date.
  3. Enter SetID.
  4. Enter Business Unit.
  5. Enter Customer ID.
  6. Enter Correspondence Customer.
  7. Select Dunning Group = "All Groups".
  8. Select Use Severest Dunning Letter option to print the text from the letter code associated with the highest dunning level along with all past due items for the customer.
  9. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Dunning Letters Parameters tab
  1. The Process Scheduler Request page displays.
  2. Select the AR Dunning and Dunning Letters processes.
  3. Select OK.
AR Dunning and Dunning Letters
  1. After the process's Run Status = "Success" and its Distribution Status = "Posted", navigate to:

Navigation:  NavBar > Navigator > Accounts Receivable > Customer Interactions > Dunning Letters > Print Letter

  1. From the Print Letter Find an Existing Value tab, enter Run Control ID.
  2. Select Search.  The Dunning Letter Print page will display.
Print Letter Find an Existing Value tab
  1. 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.
  2. Select Run.  Again, please refer to the Process Scheduling QRG for further instructions.
Dunning Letter Print Page
  1. In the Process Scheduler Request page, select the Dunning Letters - All Levels option.
  2. Select OK.
Process Scheduler Request
  1. After the process's Run Status = "Success" and its Distribution Status = "Posted", you can view the generated PDF letter by going back to the Dunning Letter Print page, selecting the Report Manager and locating your Process Instance number.  There will be a PDF link for you to select under the Report column. It will take you to the Report Page where you will locate the file within the File List area. Selecting the PDF link will open your letter.
Report Manager
  1. Process complete.

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.

VIDEO COMING SOON!

View Tutorial via Panopto

View the external link to Processing and Printing Dunning Letters. 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.