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Object documentationDunning Wizard, Step 4: Document Parameters

 

Use this window to specify the range of invoice posting dates and to define the document types.

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

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Document Parameters Fields
Posting Date From... To...

By default displays the current dates. However, you can enter a different date range to include in the dunning wizard.
Due Date From... To...

Select the documents to include in the dunning wizard by entering a specific due date or a due date range.
Include Payments Not Based on Invoices

Includes payments that are not based on invoices.
Include Credit Memos Not Based on Invoices

Includes credit memos that are not based on invoices.
Include Manual Journal Entries

The dunning wizard run considers manual journal entries created for the selected customers. Journal entries originating from JE (created via the Journal Entry and Journal Vouchers windows), OB, and CB (created via Opening Balances or Period End Closing functions) are considered as manual journal entries by the dunning wizard. If the customer is debited (or credited with negative amount) in the manual journal entry, this journal entry is considered in the dunning wizard run as an A/R invoice. If the customer is credited (or debited with negative amount) in the journal entry, this journal entry is considered as A/R credit memo.

Note Note

If the option Block Dunning Letters (in the Form Settings - Journal Entry window) is selected for a specific manual journal entry, this journal entry is not considered by the dunning wizard run, even if the customer for whom it was created is included in the dunning wizard run.

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Allow Negative Dunning Letter

Specify whether the application should generate a dunning letter if negative document amounts exceed positive ones.
Display All Open Items

Includes invoices and manual journal entries of type invoice that are not yet eligible for a new dunning letter (at a higher dunning level) or any dunning letter. When you choose this option, the dunning letter shows all open invoices, irrespective of their due date, that have not been paid, credited, or reconciled. This field is enabled and visible only if you selected All in the Dunning Level field in step 2 of the dunning wizard.
Enable Quick Load

When there are too many records, the dunning wizard may be quite slow to load the recommendation report in step 5. Select this checkbox to load the recommendation report faster.

Note that when you select this checkbox, the following happens:

  • The BoE information does not appear in the recommendation report.

  • The folio numbers do not appear in the recommendation report.

  • The collapse and expand functions are disabled in the recommendation report.

  • You cannot print the recommendation report using the corresponding Crystal Reports layouts.

Note Note

To use this function, you must complete the following:

  1. Install SAP Business One, analytics powered by SAP HANA.

  2. Initialize corresponding company databases in the Administration Console.

  3. Log on to SAP Business One, version for SAP HANA again.

For more information about installing the application and initializing company databases on an SAP HANA database server, see the SAP Business One, version for SAP HANA Administrator's Guide.

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More Information

Dunning Wizard