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Dunning Proposal Processing
Description
For Release 3.0A the following new functions have been added to the
processing of the dunning proposal:
1. Selection by account dunning block
In the 'Dunning: Process Dunning Proposal'
screen, it is also possible to select by account dunning block, which means
that all accounts with a certain dunning block can be displayed.
2. Blocking an account for dunning during
the current dunning run
You can now block an account for dunning in the
account overview. However, this dunning block affects only the current run. If
you set an account dunning block, the items in this account that were due for
dunning cannot be processed.
3. Removing the account dunning block
during the current run
As of 3.0A, the system displays accounts with a
dunning block in their master record in the account overview. You then know
which dunning blocks remove for the current dunning run. If you eliminate the
dunning block, the system can process the dunning items again.
4. Blocking an account for dunning in its
master record
As of 3.0A, you can navigate from the account
overview directly to the master record where you can block an account for
dunning for as long as you require. To do this, first select the appropriate
account and then press F16 (master record). You can then set a dunning block
in the master record. This dunning block, however, does not apply to the
current run. If you want the block to apply to this run, you must also set it
in the account overview.
5. Removing the account dunning block in
the master record
It is of course possible to branch to the master
record in order to reset a dunning block. To ensure that this account is then
included in the currrent dunning run, you must also remove the block in the
account overview.
6. Blocking a document for dunning
permanently
As from Release 3.0A, you can branch directly
from the dunning items processing screen to the document. To do this, you must
select the document you want to process and then select the F2 button
(document). You can also accomplish the same by double-clicking on the
document. Once in the document, you can define a dunning block there. This
would not, however, apply to the current run. If you want this block to be
valid for the current run, you must also enter the block in the dunning
proposal item overview.
7. Removing the document dunning block from
the document
You can also remove the dunning block from the
document. Yet again, however, this does not affect the current dunning run
unless you also remove the block from the item overview.
8. Change log
The change log for Release 3.0A has been split
into 'Account changes' and 'Item changes', both of which can be reached via
the menu path Edit -> Dunning run -> Log of
changes .