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Procedure documentationTracking Dunning Levels Locate this document in the navigation structure

 

You use the customer receivables aging report to view customer due debts and interest rates, and to manage dunning levels. You can also decide to send a letter to remiss customers, which progresses them to a more severe level.

Note Note

If you send a dunning letter via e-mail or facsimile from SAP Business One, the dunning level does not increase, as these are not legal documents.

End of the note.

Procedure

  1. From the SAP Business One Main Menu, choose   Reports   Sales and Purchasing   Aging   Customer Receivables Aging  .

    The Customer Receivables Aging - Selection Criteria window appears.

  2. Select filtering options to display the customers you want.

  3. Set the report options to Age by Due Date and double-click the customer row to display all the documents composing the debt.

  4. Select the Letter column to schedule this invoice for a dunning letter.

    You can manually change the dunning level by choosing the Level column.

    Note Note

    You cannot check rows that are based on manual journal entries and credit memos.

    End of the note.

  5. Choose the Print Preview icon and view the dunning letter.

  6. Choose the Print icon to print this letter.

    The dunning level for this invoice is updated in the report and in the invoice document.

    If you select more than one invoice, a message appears letting you summarize invoices of the same level into one letter.

Note Note

You can block dunning letters for specific customers and invoices.

To block a customer, select Block Dunning Letters on the Accounting tab of the business partner master data.

To block an invoice, select Block Dunning Letters on the Logistics tab of the invoice document.

End of the note.