Dunning Letters in R12

[nagesh]

Hi,

How to do setup Dunning Letters in R12.

Could any one please reply.

Thanks in advance.

Nagesh

[vamdande]

Dear Nagesh,

Below are the summerized details of setup activity need to be performed for Dunning Letters Setup in R12.


1 System Administrator Creation of User Account and
Addition of Responsibilities to user Account
1. HR MANAGER
2. CRM Resource Manager
3. Collections Agent
4. Collections Administrator
5. XML Publisher Administrator
6. System Administrator

2 HR Manager EMPLOYEE Creation

3 Receivables Manager 1. Defining Collectors
2. Customers - Create Account Profile,
Profile Amounts, Contact Details and Primary Role as Dunning

4 CRM Resource Manager 1. Dunning Group
2. Resource Import
3. Role Assignment and
4. Assignment of Resource to Group



5 XML Publisher Administrator Template Creation using Application (Collections) and Data Definition (Collection XML Data Source.

6 Collections Administrator 1. Manage Template Query - Assigning Queries to Template at all Query Levels Like
A. Account
B. Bill to
C. Customer and
D. Delinquency
2. Setup Check List
A. Collections Setup -> Operations Setup
B. Collections Method Setup
-> Create Scoring Component
-> create Scoring Engine
-> Create Dunning Plan

once done with setup part run concurrent requests
IEX: Scoring Engine Harness
IEX: Send Dunnings for Delinquent Customers

regards
vamsee

[quote]Hi,

How to do setup Dunning Letters in R12.

Could any one please reply.

Thanks in advance.

Nagesh

<i><div align="right">Originally posted by nagesh

[nagesh]

Dear Vamsee,

Thanks a lot for detail steps.


Thanks,
Nagesh

[gaurav.shah]

Steps for Generating Dunning Letters.
Steps for generating dunning letters for a customer
1) Create a dunning letter set receivable resp->setup->print)
2) Create a customer profile and attached the Dunning letter set
3) Create a customer and attached the above created customer profile class
4) Defining Dunning letters if do not want to use standard Letters and sample output
5) Generate Dunning Letters