Dunning Letter Setup

Dunning Letter Generate program create and send customized letters to your customers who have invoices, debit memos, chargebacks, credit memos, and unapplied and on-account receipts that are overdue.
Steps for Generating Dunning Letters.
Steps for generating dunning letters for a customer
1) Create a dunning letter set
2) Create a customer profile and attached the Dunning letter set
3) Create a customer and attached the above created customer profile class
4) Defining Dunning letters if do not want to use standard Letters and sample output
5) Generate Dunning Letters


Step 1) Create a Dunning Letter Set

Resend Letter: To resend the last letter that was sent within this dunning letter set, check the Resend Last Letter check box.

Dun Disputed Items: To include items that have been placed in dispute in all letters within this set, check the Dun Disputed Items check box. You can place items in dispute in the Customer Calls and Transactions windows. Receivable also places a debit item in dispute when there are pending adjustments against it.

Include Unapplied Receipt: To include On-Account and Unapplied receipts in this set, check the Include Unapplied Receipts check box. If you include these receipts, Receivables groups them together with the past due invoices in the same currency to show the net balance in that currency for a customer or site.

Send letters in Sequence: If you also check the Send Letters in Sequence check box for a dunning letter set, Receivables will only resend a letter if the past due date range has not been exceeded. For example, you already sent the second dunning letter in the set, but you submit dunning letters again before the third dunning letter is due. If both the Send Letters in Sequence and Resend Last Letter check boxes are checked, Receivables will only resend the second letter in the set.

Use Grace Days: To take into account the receipt grace days you specified for the customer or customer site profile to which you will assign this set, check the Use Grace Days check box. Grace days help to determine which customers and sites are selected for your dunning submissions and which letters they will receive.

Finance charges and Finance charges on Disputed Items: To include finance charges for all dunning letters within this set, check the Finance Charges check box. To also calculate finance charges on items in dispute, check the Finance Charges on Disputed Items check box. Receivables uses the values you specify for finance charges in your customer and site profiles to calculate the total amount of finance charges displayed on the Invoices section of your dunning letters for each currency of past due items.

Dunning methods:
Days Overdue Choose Days Overdue for the standard dunning method in which each letter is based on the number of days outstanding items are past due.
Staged Dunning: Choose Staged Dunning to send dunning letters based on the dunning level of past due debit items. With Staged Dunning, Receivables increments the dunning level by 1 each time a transaction is selected for dunning.

Step 2 Create a customer profile and attached the Dunning letter set
Create a customer profile class and attached the above created dunning letter set and set the minimum dunning amount which will be defaulted to all the customers where we are attaching this customer profile.

Step 3 Create a customer and attached the above created customer profile class to customer site.





Step4 Define new Dunning Letters
Standard oracle Dunning Letters samples



Sample output for STANDARD1



Sample output for STANDARD2



Please take immediate action and send payment for thse outstanding items.
Default Collector

Sample output for STANDARD3



If you do not send payment for these items, your account will be sent to an outside collection agency.
Default collector.

Note: You can define you own dunning letters as per business format

Step 5 Generate Dunning Letters

Navigate to print documents/Dunning letters


Select the program name from the LOV


Select appropriate letter set name defined in above steps. Select the customer name



Click submit and view the output of the report.