Send dunning letter

When you click this option in the Advanced Workspace, the Dunning Letter window is displayed wherein you can search customers with outstanding balances and past due balance.

You can perform these actions in the Customer(s) with outstanding balances grid:

• Filter the data in the grid using the search field.
• Export the complete data to an Excel file using the Export to Excel option.
• Click the history icon to view the history of dunning letters sent to the selected customer.
• Click a customer number to access the Customer Inquiry screen in the CSD application.
• Click the Gen AI icon to generate and send a dunning letter to the selected customer. The letter is automatically created by Gen AI with the tone determined by the level of customer risk. You can hover over the tooltip in the Risk column to view the customer score, along with the scores for these five risk factors used in the calculation of customer score:
  • Periods final score
  • Credit used final score
  • On hold final score
  • Payment pattern final score
  • True payments final score

  You must specify the Email address and click Send to email the letter to the customer. The generated dunning letter is saved in the Infor Document Management (IDM) application for future reference.