Customer master dunning fields

The CompanyCustomer record configures dunning behavior for each customer. It controls participation in Advanced Dunning, the escalation process code, the letter delivery method, and the correspondence language. The Selection Job reads these fields to determine eligibility. The File Update Job updates the tracking fields after each cycle.

The dunning-related fields fall into three functional groups:

Dunning Enablement - Controls whether the customer is dunned and how.
Language and Delivery - Controls the language, delivery method, and recipient routing for dunning letters.
Last-Dunning Tracking - Read-only fields updated by the system to record the most recent dunning activity.

Dunning Enablement Fields

These fields determine whether a customer participates in Advanced Dunning and how the system processes their invoices.

AutomaticDunning

Sets the master switch for dunning eligibility. The Selection Job skips customers if this field is not set to Yes. Enable this field for the customer to receive dunning letters.

DunningProcessCode

Assigns the customer to a dunning process code that defines escalation levels. The Selection Job requires a valid code to determine applicable levels. If the code is blank or invalid, the customer appears on the Error Report.

MultipleDunningLetters

Controls letter generation per dunning level.

Yes - Creates one letter for each qualifying level.
No - Creates a single letter for the highest qualifying level only.

DunningLetterIndicator

Controls transaction inclusion in dunning selection.

Enables selection of customer transactions when active.
Requires valid setting with AutomaticDunning for transactions to be selected.

AssessDunningFee

Controls application of dunning fees.

Yes - Applies the fee from the matching dunning level.
No - Suppresses the fee regardless of level configuration.

DunningCycle

Assigns the customer to a dunning cycle for scheduling. The Selection Job processes only customers in the selected cycle.

Language and Delivery Fields

These fields control the language of the dunning letter text and how the generated letter is delivered to the customer.

LanguageCode

Specifies the customer’s dunning language. The Print Job uses it to select the matching DunningTextCode (by IsoLocale) for the letter text.

CreditAnalyst

Specifies the assigned credit analyst. The value is carried to DunningLetterHeader and appears on reports for follow-up identification.

EmailAdvancedDunningLetter

Controls email delivery of dunning letters.

Yes - Sends the letter via email (using IDM if enabled).
No - Skips email delivery for the customer.

PrintAdvancedDunningLetter

Controls printed copy generation of dunning letters.

Yes - Generates a printed copy (can be combined with email for dual delivery).
No - Does not generate a printed copy.

AdvancedDunningLetterFromAndReplyToEmail

Specifies the “From” and “Reply-To” email addresses for dunning emails. Uses company-level default if not set.

AdvancedDunningLetterEmailOption

Controls recipients of emailed dunning letters.

0 - Sends to customer and all flagged contacts.
1 - Sends to flagged contacts only.

Last-Duning Tracking Fields

These fields update during the dunning cycle and show the latest dunning activity for the customer, including the last date, level, and amount.

LastDunningLetter: The last dunning letter sent to the customer. Updated by the File Update Job after each cycle.
LastLetterDate: The date of the last dunning letter. This is updated by the File Update Job and indicates how recently the customer was contacted.
LastDunningLetterTextCode: The text code from the most recent dunning letter and is updated by the File Update Job, so you can see which template was last sent.
LastDunningLetterNumber: The dunning level of the most recent letter (for example, 1, 2, or 3). Updated by the File Update Job and shows the customer’s current escalation level.
LastDunningLetterDate: The date of the most recent hard dunning letter. Updated by the File Update Job and may differ from LastLetterDate when multiple levels are processed.
LastDunningLetterAmount: The total past-due amount on the most recent dunning letter. Updated by the File Update Job and shows the outstanding balance at that time.