Selecting customers for advanced dunning letter notification

Advanced Dunning Letter Selection evaluates open receivable invoices for a company or company group and identifies past‑due invoices based on each customer’s dunning process code. For qualifying invoices, it creates DunningLetterHeader and DunningLetterDetail records to stage data for printing or further processing.

Unlike DunningLetterSelect, which evaluates customers using aggregated aging totals, Dunning Letter Selection works at the invoice level. It evaluates each open invoice, determines the dunning level, checks whether the grace period is exceeded, and escalates the dunning level as needed, providing more granular and configurable control.

Select > Receivables > Processing > Credit And Collections.
On the Dunning Letters panel, select Advanced Dunning Letter Selection.
Specify this information:
Company

Specify the receivables company to process. You must specify either Company or Company Group but not both.

Company Group

Specify a General Ledger company group that processes all member companies. It cannot be used with Company, Process Level, Process Level Group, or Aging Filter.

Process Level

Specify a Receivable Process Level. When specified, the selection includes only invoice details assigned to this process level. This cannot be used with Process Level Group. Invoice details must have a ReceivableProcessLevel value.

Process Level Group

Specify a Receivable Process Level Report Header. When specified, the system resolves all process levels in the group and includes invoice details that match any of them. Cannot be used with Process Level. Invoice details must belong to the group.

Include Credits
Specify the Include Credits value. The default is "N".
- N - Do not include credit memos transactions (C) and evaluates only invoices and debit memos for dunning.
- Y - Include credit memos and negates their amounts, netting them against the customer’s dunning totals.
Reselect
Specify the Reselect value. The default is "N".
- N - No purge (select only). The job creates new DunningLetterHeader and DunningLetterDetail records. If records already exist, the job errors for a single company or skips the company when using a Company Group.
- Y - Purge and reselect. Before processing, the job deletes all existing DunningLetterHeader and DunningLetterDetail records for the company, then reruns the selection. Use this option to rerun selection after correcting data or changing parameters..
Dunning Date

Specify Dunning Date. The date used to determine whether invoices are past due. The job compares this date to each invoice’s due date plus the Days Between Dunning Levels to determine qualification. If blank, the system uses the current date.

Aging Options

This is optional. Only available when Company is entered, not Company Group. When enabled, includes or excludes specific aging periods from the dunning selection. An invoice’s aging period is determined based on days past due and the company’s aging configuration.

Select Aging Periods
This is only visible when Aging Options is enabled. Each checkbox represents an aging period defined for the receivable company.
- For standard aging (4 periods): Periods 1–4 map to the company’s age period day ranges, and Period 5 is the “Over” bucket.
- For expanded aging (7 periods): Periods 1–7 map to the company’s age period day ranges, and Period 8 is the “Over” bucket.
The labels dynamically display the company’s aging day ranges (for example, 0–30, 30–60), and clearing a period excludes invoices in that range from the dunning letter.
Click Submit.