Running Extract Dunning Letter

In this topic, you will learn how to create a Dunning Letter.

A Dunning Letter is typically sent to the sponsor once the invoice due date becomes past due for 30 days.

Steps:

1. Begin by navigating to the Extract Dunning Letter Info page.

    

   Click the Main Menu button.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Customer Interactions menu.

   Step 3

4. Click the Dunning Letters menu.

   Step 4

5. Click the Extract Dunning Letter Info menu.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Click in the Run Control ID field.

   Step 7

8. Enter the desired information into the Run Control ID field.

    

   Enter "ExtrctS".

   Step 8

9. Click the Add button.

   Step 9

10. On the Dunning Letters Parameters page, you will enter the run control  parameters, specifying whether the Dunning Letter should be extracted for one sponsor or multiple sponsors. The As of Date will be used by process to calculate how many days the invoice is past due.

    Step 10

11. Click the Look up SetID (Alt+5) button.

    Step 11

12. Click the USCSP link.

    Step 12

13. Click the Run button.

    Step 13

14. Click the Select option.

    Step 14

15. Click the OK button.

    Step 15

16. Click the Report Manager link.

    Step 16

17. Click the Administration tab.

    Step 17

18. Click the Refresh button.

    Step 18

19. Click the ARX33000 - ARX33000.pdf link.

    Step 19

20. Click the ARX33000.pdf link.

    Step 20

21. This Dunning Letter has been created for all sponsors with a due date of 30 days or over.

    Step 21

Congratulations, you have successfully learned how to run an extract Dunning Letter.

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