Dunning letters (AR306000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

When you have finished making adjustments, you can release the draft and then print, email, or void the released letter.

If you have selected the dunning process by customer, by using this window you can print, email, or void the released letter. For more information on producing dunning letters, see Manage dunning letters - overview.

This window is available only if the Dunning letter management functionality is enabled in the Enable/disable functionalities (CS100000) window.

This window is not displayed in the navigation pane. You access the window by selecting a record and clicking View dunning letter on one of the following windows:

The window toolbar includes standard and window-specific buttons. The window-specific buttons are listed below.

Release: Releases the selected dunning letter.
Void: Voids the selected dunning letter.
Print: Prints the selected dunning letter.

The top part

In the top part you can view the letter status, level and date, as well as the customer account for which the letter was generated. If an amount of the dunning fee was specified for the level of the letter, the link to the invoice is displayed after you release the letter.

Status

The status of the dunning letter, which can be one of the following:

Draft: This status indicates that the dunning letter has been prepared and can be released. You can edit the list of customer documents included in the letter.
Released: This status indicates that the dunning letter has been released and can be printed, emailed or voided. If a dunning fee amount was specified for the level of this letter (on the Dunning settings tab of the Customer ledger preferences (AR101000) window), the invoice for the dunning fee is created and released as well.
Voided: This status indicates that the dunning letter is voided and that the dunning level of documents listed in this letter is decreased and these documents are available for preparing a new letter.

Dunning letter level

The level of this dunning letter. The system uses the value of this box to define for which dunning fee amount the invoice should be generated.

If there are documents with different dunning level are included in the letter, the system uses the highest level (among document levels) to set as the dunning level of the letter. You can delete documents with the highest level to decrease the level of the letter.

Customer

The customer associated with the dunning letter, by its ID.

Dunning letter date

The creation date of this dunning letter.

Fee ref. no.

The reference number of the invoice that was created for the dunning fee amount specified for this level of the dunning letter. The invoice is created when you release the dunning letter. You can click the link to view document details.

The table

This table contains the list of customer documents to be included in the dunning letter.

Revoke: Excludes the selected document from the dunning process. The action is available for dunning letters with the Draft status. After you have excluded a document, you can again include the document in the dunning process by clearing the Revoked check box on the Financial details tab of the Sales invoices (AR301000) window.

Type: The type of the document.
Ref. no.: The reference number of the document. You can click the link to view document details.
Due date: The due date of the document.
Original document amount: The original document amount.
Overdue balance: The overdue amount of the document.
Dunning letter date: The creation date of the dunning letter.
Dunning level: The dunning level of the document.

Dunning letters (AR306000)

The top part

The table

Related pages

Concepts

Tasks

Windows