Dunning Letters

11/14/2017 Document 1994169.
Having Problems Sending Or Delivery Dunning Letters in Fusion Apps ? (Doc ID 1994169.1)
In this Document
Goal
Solution
APPLIES TO:
Oracle Fusion Advanced Collections Cloud Service - Version 11.1.8.0.0 and later
Oracle Fusion Advanced Collections - Version 11.1.8.0.0 and later
Information in this document applies to any platform.
GOAL
Having Problems Sending Aged Dunning Letters in Fusion APPS ?
SOLUTION
This note explains what you need to setup, review and run in order to Send Aged Dunning Letters to your customers without
using Advanced Collections.
This is an example for Release 9 and above as some processes do not exist in earlier versions and some features are
enhanced.
For Releases prior to Release 8, please refer to this document for overview of the steps.
1. Setup/review Aging Methods:

Navigator: Setup and Maintenance > All Tasks > Manage Aging Methods
Set the aging method you want to use. In this example Delinquency Bucket will be used.
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2. Setup/review Collectors:
Navigator: Setup and Maintenance > All Tasks > Manage Collectors
3. Setup/review Dunning Configuration:

Navigator: Setup and Maintenance > All Tasks > Manage Dunning Configuration
Query the dunning configuration: In this example Aged Dunning will be used
Click on the dunning configuration row to review the details
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4. Setup/review Collections Preferences:

Navigator: Setup and Maintenance > All Tasks > Manage Collections Preferences
Be sure you have entered aging method and email information
5. Setup/review Customer:
Navigator: Receivables > Navigator: Billing > Manage Customers
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Be sure you have this information on the Account Profile
Be sure you have this information for the account contact on Communication Tab
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Be sure you have this information on the account site details
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Be sure you have this information on the site profile
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Be sure you have this information for site contacts on Communication Tab
6. Review the Scoring formulas:

Navigator: Setup and Maintenance > All Tasks > Manage Collections Scoring
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Delinquency Status Determination exists by default. So, no setup is needed. This is only for information purposes
Click on the Delinquency Status Determination to see the details
7. Setup/review the Customer Collections Information

Navigator: Receivables > Collections > Customer
Be sure you have this information at Account profile
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Be sure you have this information at Account Contact Tab
Be sure you have this information at Account Communication Tab
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Be sure you have this information at Site profile
Be sure you have this information at site Contact Tab
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Be sure you have this information at Account Communication Tab
8. Create a transaction:
Navigator: Receivables > Billing > Create Transaction
The idea is to have or to be sure you have at least one delinquency entry. In this example, enter an old transaction 17-JUN-
2014 as todays date is 18-MAR-2015
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Be sure you have the transaction completed

Now, you need to run some processes
9. Run Refresh Receivables Transactions for Customer AccountXY Summaries

Navigator: Tools > Scheduled Processes
10. Run Collections Scoring

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Results of Collections Scoring process
11. Run Update Collections Summary Data

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Results of Update Collections Summary Data
12. Run Validate Customer Dunning Setup Report

This report is to see any setup issue on the customer that you want to generate the dunning letters
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Results of Validate Customer Dunning Setup Report
Review the report generated
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If you have an error here, you need to fix all the errors first and then continue. Do not continue if you have an error on
this report
Example of one report with errors:
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13. Review the collections information:

Search by customer and go to Transactions Tab
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Finally, send the Dunning
14. Run Send Dunning Letters

Be sure you are using the right customer, dunning configuration and business unit
This process will generate an additional process called Dunning Delivery. That is the process will send the dunning letters to
the customer
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Review the report generated for Dunning Delivery
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Your Customer will receive an email like this:
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The file attached on the email, is the same as the report generated on the output for Dunning Delivery
15. Review the dunning history:

Query by customer and go to History Tab
Didn't find what you are looking for?

11/14/2017 Document 1994169.1

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11/14/2017 Document 1994169.

Having Problems Sending Aged Dunning Letters in Fusion APPS ?

1. Setup/review Aging Methods:

3. Setup/review Dunning Configuration:

Click on the dunning configuration row to review the details

4. Setup/review Collections Preferences:

Be sure you have entered aging method and email information

Be sure you have this information on the Account Profile

Be sure you have this information on the account site details

Be sure you have this information on the site profile

6. Review the Scoring formulas:

Click on the Delinquency Status Determination to see the details

7. Setup/review the Customer Collections Information

Be sure you have this information at Account profile

Be sure you have this information at Account Contact Tab

Be sure you have this information at Account Communication Tab

Be sure you have this information at Site profile

Be sure you have this information at site Contact Tab

Be sure you have this information at Account Communication Tab

Be sure you have the transaction completed

9. Run Refresh Receivables Transactions for Customer AccountXY Summaries

10. Run Collections Scoring

Results of Collections Scoring process

11. Run Update Collections Summary Data

Results of Update Collections Summary Data

12. Run Validate Customer Dunning Setup Report

Results of Validate Customer Dunning Setup Report

Review the report generated

Example of one report with errors:

13. Review the collections information:

Search by customer and go to Transactions Tab

Finally, send the Dunning

14. Run Send Dunning Letters

Review the report generated for Dunning Delivery

Your Customer will receive an email like this:

15. Review the dunning history:

Query by customer and go to History Tab

Didn't find what you are looking for?

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