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 risk level value for a customer in the Risk column to access a new window wherein you can view the customer number, risk level, score, score factors, and details of the selected factor. Possible values:

  • Total customer score
  • Periods final score
  • Credit used final score
  • On hold final score
  • Payment pattern final score
  • True payments final score

  You can click the 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, and can be modified as needed.

  The AR statement is retrieved from the Infor Document Management (IDM) application, along with the AI-generated email. By default, the Attach statement check box is selected. However, you can clear this check box to send the email without an attachment. You can click the AR statement to view the details related to the statement in a separate browser tab. If an AR statement is not available for the customer in IDM, the AR statement not available warning message is displayed.

  You must specify the Email address, Activity, and click Send to email the letter to the customer. An activity is created after the dunning letter is sent, with one of these activity codes:

  • Action Item
  • A/R Collection Call(ION)
  • Incoming call
  • Outgoing call
  • Dunning letter sent
  • Follow-up

  The generated dunning letter is saved in the Infor Document Management (IDM) application for future reference.