Dunning Group Maintenance

Exploring

This program lets you create and maintain dunning groups into which you can group customers.

Things you can do in this program include:

  • Create dunning groups
  • Delete existing dunning groups

Dunning groups allow you to create categories that determine the type of payment reminder and letter format that will be sent out.

The invoice terms or payment status of customers can be used as criteria when creating dunning groups.

A dunning letter is a payment notification that is sent to the customer, stating that payment is due or overdue.

Dunning letters typically follow a progression from friendly reminders to persuasive demands, should the customer's invoice remain unpaid.

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

    Program List > Accounts Receivable > Setup

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

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

Topics

Dunning System

Processing programs

AR Dunning System

Report programs

AR List of Dunning Groups

General topics

SYSPRO Terminology

PDF and Video Resources

Feature Guides

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program). Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the New Dunning Group function of the Dunning Group Maintenance program.

Controls access to the Delete function of the Dunning Group Maintenance program.

Solving

Although you can edit the description of a dunning group, you cannot edit the dunning group code.

Yes, you can delete a dunning group (even if statuses and/or stationery are linked to the group) by using the Delete function of the Dunning Group Maintenance program.

You can define dunning groups against individual invoices using the AR Dunning Group for Invoices program, without categorizing the customer into the group.

A dunning status is always linked to a group and, therefore, to the invoices of the customer who is categorized in that group.

Individual invoices can also be linked to a dunning group (and therefore to a dunning status) even if the customer is not part of the dunning group.

Using

  1. Open the Dunning Group Maintenance program.

  2. When adding a new dunning group, enter an alphanumeric code at the Dunning group field.

    When maintaining an existing dunning group, search for and select the code at the Dunning group field.

  3. Capture or maintain the description for the dunning group.
  4. Save your changes.

  • The dunning group code (a 10-digit alphanumeric field) accommodates various naming conventions for dunning groups.

    We recommend that you decide beforehand which criteria you want to use to categorize customers. You could categorize them according to payment terms or any other appropriate criteria (e.g. slow and bad payers).

  • Use the AR List of Dunning Groups report to view a list of dunning groups.

Referencing

Field Description

New

This lets you assign a dunning group code for a new dunning group.

Delete

This deletes the dunning group.

You can only delete a dunning group if no statues or stationery have been linked to it.

Save

This lets you save the dunning group.

Delete dunning statuses

This lets you delete the dunning statuses currently linked to the group.
Field Description

Dunning group

This code identifies the dunning group.

Description

This describes the dunning group and is displayed throughout the system whenever the dunning group code is entered.