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This activity allows you to view the dunning details generated for the customer. You can retrieve the dunning details by carrying out the search using the code identifying the customer, the billing point, the amount overdue from the customer, the number identifying the customer, the currency of the document, the date on which the amount is due from the customer, the code identifying the finance book in which the entries are posted, the date on which the dunning letter was generated and the dunning level. The system retrieves the dunning details based on the search criteria.
Select the “View Dunning Details” link under the “Credit Management” business component.
The “View Dunning Details” page appears.
Enter the following fields in the “Search Criteria” group box to search for the dunning details.
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Customer Code From |
The starting codes in the range of customer codes from which the details are to be retrieved (Alphanumeric, 16). The system retrieves the customer codes that are greater than or equal to the code specified here. |
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If this field is left blank and “To” field is entered, then the system retrieves the customer code from the first customer code till the code specified in the “To” field. | |
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To |
The ending codes in the range of customer codes till which the details are to be retrieved (Alphanumeric, 16). The system retrieves the customer codes that are less than or equal to the code specified here. The code specified must be greater than or equal to the code specified in “Customer Code From” field. |
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If this field is left blank and the “Customer Code From” is entered, then the system retrieves the customer code from the code specified in the “Customer Code From” field till the last customer code available. | |
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Billing Point |
Use the drop-down list box to select the billing point where the document has been raised. |
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Overdue Amount From |
The starting amount in the range of overdue amount to be received from the customer (Decimal). The system retrieves the documents whose over due amount is greater than the value specified here. |
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To |
The ending amount in the range of overdue amount till which the details are to be retrieved (Decimal). The system retrieves the documents with overdue amount less than or equal to the value specified here. The amount specified must be greater than or equal to the amount entered in the “Overdue Amount From” field. |
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Currency |
Use the drop-down list box to select the currency of the document. The system lists the currencies mapped to the login organization unit. |
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Doc. No. From |
The starting number in the range of document numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the document numbers that are greater than or similar to the value entered here. |
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If this field is left blank and the “To” field is entered, then the system retrieves the documents starting from the first document till the document specified in the “To” field. | |
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To |
The ending number in the range of document numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the document numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Document No. From” field. |
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If this field is left blank and the “Document No. From” entered, then the system retrieves the documents starting from the number specified in the “Document No. From” field till the last voucher. | |
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Doc. Type |
Use the drop-down list box to select the document type. The document types available are “Order Based Invoice”, “Direct Invoice”, “Debit Note”, and “Transfer Debit Note”. The system displays “All” by default on launch of the page. |
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Due Date From |
The starting date in the range of due date from which the details are to be retrieved (Date Format). The system retrieves the documents with the due date greater than or equal to the date specified here. |
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To |
The ending date in the range of due date till which the details are to be retrieved (Date Format). The system retrieves the documents with the due date less than or equal to the date specified here. The date specified here must be greater than or equal to the date specified in the “Due Date From” field. |
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Finance Book |
Use the drop-down list box to select the code identifying the finance book in which the entries are to be posted. The system lists the finance book mapped to the login organization unit. The system displays the finance book that has been set as default in the “Set Function Defaults” of this business component on launch of the page. |
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Overdue Days From |
The starting day in the range of overdue days from which the details are to be retrieved (Integer). The system retrieves the document whose over due days are greater than or equal to the days specified here. |
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To |
The ending day in the range of overdue days till which the details are to be retrieved (Integer). The system retrieves the documents whose over due days are less than or equal to the days specified here. The days specified here must be greater than or equal to the days specified in the “Overdue Days From” field. |
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Sort By |
Use the drop-down list box to select the order in which you want to retrieve the results. The options available are “Document Type”, “Customer Code” and “Overdue Days”. The system displays “Overdue Days” by default on launch of the page. |
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Dunning Date From |
The starting date in the range of dates during which the dunning letter was generated (Date Format). The system retrieves the dunning details whose date are greater than or equal to the date specified here. |
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To |
The ending date in the range of dates till which the dunning details are to be retrieved (Date Format). The system retrieves the dunning details whose dates are less than or equal to the date specified here. The date specified here must be greater than the date entered in “Dunning Date From” field. |
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Customer Group Code From |
The starting codes in the range of customer group codes from which the details are to be retrieved (Alphanumeric, 16). The system retrieves the customer codes in the customer group codes of type ‘Dunning’ that are greater than or equal to the group code specified here. |
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If this field is left blank and “To” field is entered, then the system retrieves the customers from the first customer group code till the group code specified in the “To” field. | |
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To |
The ending codes in the range of customer group codes till which the details are to be retrieved (Alphanumeric, 16). The system retrieves the customer codes in the customer group code that are less than or equal to the group code specified here. The code specified must be greater than or equal to the code specified in “Customer Group Code From” field. |
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If this field is left blank and the “Customer Group Code From” is entered, then the system retrieves the customer code from the group code specified in the “Customer Group Code From” field till the last customer Group code available. | |
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Dun Level From |
The starting level in the range of dunning levels from which the details are to be retrieved (Integer). If this field is left blank then the system displays “1” by default. |
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To |
The ending level in the range of dunning level till which the details are to be retrieved (Integer). If this field is left blank then the system displays “10” by default. |
Click the “Search” pushbutton to retrieve the dunning details.
The system displays the following fields in the “Dunning Details” multiline:
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Doc. Type |
The type of the document. |
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Doc. No. |
The number identifying the document. |
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Currency |
The transaction currency of the document. |
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Customer Code |
The code identifying the customer. |
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Term No. |
The number identifying the payment term for the document. |
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Due Date |
The date on which the receivable is due from the customer. |
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Overdue Amount |
The amount that is overdue from the customer. |
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Overdue Days |
The number of days the amount is overdue from the customer. |
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Dunning Level |
The level at which the dunning letter was generated. |
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Dunning charges |
The dunning charges debited on the customer. |
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Dunning Date |
The date on which the dunning transaction was recorded |
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Finance Book |
The code identifying the finance book in which the accounting entries are posted. |
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Billing Point |
The organization unit from where the document has been raised. |
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Customer Group Code |
The code identifying the customer group. |
