AR Dunning Group for Invoices

Exploring

This program lets you update historic invoices by saving the dunning group, into which the customer has been categorized, against the invoice.

Things you can do in this program include:

  • Update the dunning group on invoices
  • View the invoices (and current dunning group) per customer

The dunning group on invoices typically needs to be updated when the dunning system is implemented, or when a customer is placed into a dunning group.

All invoices that were processed before this do not have a dunning group saved against them and dunning letters will not be generated or sent out for these invoices.

Once invoices are processed with the AR Dunning Group for Invoices program, all invoices belonging to the selected customer, are updated with the customer's dunning group and status.

  • This program is accessed from the Program List of the SYSPRO menu:

    Program List > Accounts Receivable > Setup

A dunning group is a category into which you can group customers. Dunning letters are issued to all customers in the selected dunning group.

A dunning letter is a notification letter or a payment reminder that is sent to customers when payment is due or overdue.

The dunning status is linked to a dunning group and the invoices within that group. It contains the specifications and format of the dunning letter that will be generated.

Topics

Dunning System

General topics

SYSPRO Terminology

PDF and Video Resources

Feature Guides

Starting

  • This program updates the dunning group for all invoices of the selected customer. You can't update a specific invoice with this program.
    Use the AR Invoices for Customer program to update the dunning group on a single invoice.

Solving

Yes, you can update the dunning group of a single invoice using the AR Invoices for Customer program.

You can use the AR Dunning Group for Invoices program to change the dunning group of all invoices linked to a customer.

All future invoices will be linked to the new dunning group and all historic invoices will be linked to the previous dunning group (or no dunning group if this is the first time the customer is being placed in a dunning group).

Use the AR Dunning Group for Invoices program to update the dunning group of all historic invoices, or use the AR Invoices for Customer program to update the dunning group on a single invoice.

Using

  1. Open the AR Dunning Group for Invoices program.
  2. Select the customer in the Criteria pane.

  3. Select Start Processing.

    If invoices were updated, the customer will be displayed in the Report pane.

    The current and previous dunning groups are displayed.

  4. Select the customer to display a list of invoices.
  • We recommend that you use this program to update historic invoices each time you change the dunning group against a customer (including the first time the customer is placed in a dunning group).
    This ensures that all invoices are in the same dunning group.

Referencing

Field Description

Start processing

This begins processing according to your selections.

Save Form Values

This option is only enabled in Design mode (Automation Design).

Your selections are saved and applied when the program is run in automated mode.

Form values and defaults are applied at operator level (i.e. they are not saved at role or group level).

Customers

Field Description

Customer selection

Indicate your customer selection criteria (i.e. all, range or single).

After processing complete

Option Description

Print the report

This generates a report after processing is complete.

Email the report

This emails the report to selected recipients after processing is complete.

Email recipients

This indicates the email addresses of recipients to whom you want to email the information displayed in the output pane.

Close this application

This exits the program once processing is complete.

Don't select this if you want to be able to view the information on screen when processing is complete, or you want to print or email the contents of the Report pane.

This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).

The customers that were categorized into new dunning groups are displayed according to the criteria selected.

Select the customers to view a list of invoices that have been updated to reflect the customer's dunning group.