Subsidiaries Configuration for Dunning Letters in NetSuite

🚨 Problem: Configuring Dunning Letters in NetSuite

I’m Ron from Kolleno, the best NetSuite-compatible SuiteApp for collections, chasing payments, and reconciliation. In this tutorial, I’ll guide you through configuring the Dunning Letters Bundle in NetSuite. 📊📧

🛠️ Solution: Dunning Configuration in NetSuite

1. Introduction to Dunning Configuration:
   • When you install the Dunning Letters SuiteApp, a dunning configuration record is generated for each of your active subsidiaries. 📁
   • Whenever you activate an inactive subsidiary, the system generates a new corresponding dunning configuration record. 🔄
   • Similarly, each newly created subsidiary receives an automatically generated dunning configuration record. 🆕
2. Finding the Dunning Configuration:
   • Navigate to Setup > Dunning > Dunning Configuration. 🛠️
   • Here, you can see the dunning configurations for your subsidiaries. 🔍
3. Default Settings:
   • By default, new customers, invoices, and invoice groups are automatically assigned a dunning procedure if the option is enabled. ✅
   • To check or modify this, select a subsidiary’s dunning configuration.
4. Modifying the Configuration:
   • Modifying a dunning configuration record is optional and provides flexibility. 🤸‍♂️
   • If you prefer not to automatically assign dunning procedures for certain reasons, you can disable the automatic assignment here. 🚫
5. Important Notes:
   • If you delete a subsidiary, its corresponding dunning configuration record will also be deleted. 🗑️

That’s it—simple and straightforward! 🎯

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