Receivables & Collections

Get Involved. Join the Conversation.

Topic

    Sathya Kannan
    Delinquent invoices are not being selected by Send Dunning...
    Topic posted November 28, 2018 by Sathya KannanBlue Ribbon: 750+ Points, last edited January 30, 2019, tagged Allocations, Collections, Financials, Receivables, Reports 
    385 Views, 16 Comments
    Title:
    Delinquent invoices are not being selected by Send Dunning Letters job
    Summary:
    Error - A dunning letter is not generated because there are no valid transactions to be included in the dunning letter.
    Content:

    Any idea why Delinquent invoices are not getting selected by the dunning ESS job? All the dunning configurations are OK and customer has delinquent invoices that needs dunning letters to be sent.

    Comment

     

    • Felix Beaudoin

      Hey Sathya!

      Did you run the Collections Scoring ESS job with status of "Delinquency Status Determination"?
      There are a few processes to run before you can actually identify the transactions as delinquent and send the dunning letters to customers.

      Also, the customer configuration is very picky. Did you create a contact responsibility of dunning as well as an account responsibility of dunning for that contact?

      Let me know, thanks!
      Regards,
      Felix

      • Sathya Kannan

        Thanks Felix.

        We usually don't run any process before we run 'Send dunning letters' and it used to work. Also, the customer contact and accounts have got Dunning as responsibility.

         

        Regards,

        Sathya Kannan

        • Felix Beaudoin

          Hey Sathya!
          When was the last time you ran the dunning process and on which release? Ever since R12, I have had to run this process to identify the delinquencies for dunning letters.
          As for the customer configuration, can you please share a few screenshots of the contact configuration and the customer profile?
          Thanks!
          Felix

          • Sathya Kannan

            It was successfully completed only in Jan 2018 and we use Staged Dunning not Aged Dunning.

            • Felix Beaudoin

              Ok! Then can you please share the configurations for the "Manage Dunning Configurations" and "Manage Collections Preferences" pages?

              Thanks!

              • Sathya Kannan
              • Sathya Kannan
              • Sathya Kannan
                • Felix Beaudoin

                  Thanks Sathya!
                  In this last screenshot, if you want to email dunning letters, you should switch the "Correspondence Method" to Email instead of Print.
                  Give that a try and let me know if it works after.
                  Regards,
                  Felix

                  • Sathya Kannan

                    Thanks Felix but the error that pop up is "There are no transactions to be included in Dunning" also, the dunning preferred method should be taken from Customer's profile instead of the Preference Set?

                    • Felix Beaudoin

                      For the "There are no transactions to be included in Dunning" is because the ESS job has not been run to flag the transactions as delinquent. This is the Collections Scoring I was talking about.
                      As for the preferred method, both need to be enabled. I know it is strange but Dunning configurations are picky like that!

                      • Sathya Kannan

                        Thanks Felix but making correspondence set to EMAIL didn't help :(

                        • Felix Beaudoin

                          Shoot. In that case, please raise an SR with Oracle and provide them all the information in this thread. They should be able to pin-point the issue without too much hassle.
                          One other thought I had is that the Dunning Letter which was customized did not get uploaded correctly. When uploading a custom template, you absolutely must go to the seeded template, click More, click Customize and then upload the template. If not, it will not work.
                          Let me know how everything goes.
                          Cheers!
                          Felix

    • Shashank Rathi

      Hi Felix,

      Thanks for your inputs. We have a client where the majority of the customers do not have any contact defined. Can we not use Dunning feature then?

      Thanks

      Shashank

      • Felix Beaudoin

        Hey Shashank!

        So far, I have been unable to generate Dunning letters for customers without contacts. You can definitely give it a shot and setup the Customer Profile to send dunning letters and then add the site purposes of "Dunning" and "Correspondence". If it does not work after this setup, try setting-up a dummy contact that is just the client's name with the phone number of the company. Give it the Dunning and Correspondence purpose as well for the contact point and the Contact Responsibilities.

        Let us know how that goes.

        Regards,
        Felix