Dunning letter level configuration

The DunningLetter entity defines the behavior at each escalation level within a Dunning Process Code. Each record is uniquely identified by the combination of FinanceEnterpriseGroup, DunningProcessCode, and DunningLevel. This structure allows different escalation behavior at each level. For example, Level 1 can include a gentle reminder with no fee, Level 2 can include a firmer notice with a small fee, and Level 3 can include a final demand that flags the customer for credit agency reporting. When the Selection Job runs, the Selection Job evaluates open invoices for each customer against the defined dunning levels for the assigned process code. The Selection Job progresses through the levels in order and checks whether sufficient time has passed, based on DaysBetweenDunningLevels, for each invoice to qualify for the next level.

The DaysBetweenDunningLevels field is central to the selection process.

For each open invoice, the system calculates:

Invoice due date + DaysBetweenDunningLevels ≤ Dunning date. If the condition is true, the invoice qualifies for the dunning level. If the condition is false, the invoice is not past due long enough and is skipped for the level.

For example, assume an invoice due date of January 1. Assume that DaysBetweenDunningLevels is 30 and the dunning date is February 15. January 1 + 30 results in January 31. January 31 occurs before February 15, therefore the invoice qualifies.

If the dunning date is January 20, the invoice does not qualify.

The system performs this calculation independently for each dunning level. This calculation allows the system to determine the appropriate escalation level for each invoice.

Field Reference for DunningLetter

FinanceEnterpriseGroup

Part of the composite key that scopes dunning levels to the enterprise group.

DunningProcessCode

Part of the composite key that links the level to its parent Dunning Process Code.

DunningLevel

Part of the composite key that defines the numeric escalation level. For example: 1, 2, 3.

DaysBetweenDunningLevels

Number of days after the due date (or previous dunning level) before an invoice qualifies for this level.

DunningExtractIndicator

Controls which invoices appear on the dunning letter:

OnlyDunnedInvoices (1): shows only invoices that qualify at this level
AllOpenInvoices (2): shows all open invoices for the customer

DunningFeeAmount

Fee amount for this dunning level, applied only if the customer’s AssessDunningFee flag is enabled.

DunningFeePrintLocation

Defines where the dunning fee is applied (required):

DunningLetter (1): shows on the letter
CustomerInvoice (2): adds to the customer invoice
InterestChargeInvoice (3): adds to an interest charge invoice

SendToCreditAgency

Indicates whether to flag the customer for credit agency reporting at this level. This is a required field.

SendTransactionsToCreditAgency

Indicates whether to include transaction details in credit agency reporting at this level. This is a required field.

IsoLocale

Defines the language/locale for the dunning text at this level, linking to DunningTextCode to retrieve the correct version.

DunningTextCode

Defines the text code for the letter body at this dunning level. Must reference a valid DunningTextCode record. This is a required field.