Dunning Type
How to use Dunning Type in Customer Billing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create sales invoices from the applicable sales or delivery records, review taxes and due dates, and submit after checking. Allocate payments through Payment Entry and inspect the receivable reports for the remaining balance.
This page is a record page in Finance & Accounting → Customer Billing. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Dunning Type, Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Dunning Type from Finance & Accounting → Customer Billing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Dunning Typedunning_type | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Defaultis_default | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Dunning Feedunning_fee | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate of Interest (%) Yearlyrate_of_interest | Float Optional | Enter a numeric value using the required unit and precision. |
dunning_letter_textdunning_letter_text | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dunning Letter Text |
Income Accountincome_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Child tables
dunning_letter_text — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Languagelanguage | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Language |
Is Default Languageis_default_language | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Body Textbody_text | Text Editor Optional | Letter or Email Body Text |
Closing Textclosing_text | Text Editor Optional | Letter or Email Closing Text |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.