Dunning Level Definitions

About Dunning Notices

Dunning is the process of communicating with customers to collect overdue balances.

These communications can progress from gentle reminders to more aggressive letters as accounts become more overdue.

Use dunning levels to establish your company’s collection process. The dunning level defines the range for days overdue and commensurate invoice amounts and acts as a filter when you go to print or email dunning notices.

You can assign different printed document templates for each level using PRINTTEMPLATENAME or email templates using EMAILTEMPLATEKEY. This allows you to alter the tone of the letter based on how overdue the customer is or how much they owe.

Printing of dunning notices is done through the Intacct application.

Get Dunning Definition Object Definition

lookup

List all the fields and relationships for the dunning object:

<lookup>
    <object>DUNNINGDEFINITION</object>
</lookup>

Parameters

Name Required Type Description
object Required string Use DUNNINGDEFINITION

Get a Dunning Definition

read

        <read>
            <object>DUNNINGDEFINITION</object>
            <keys>150</keys>
            <fields>*</fields>
            <returnFormat>xml</returnFormat>
            <docparid></docparid>
        </read>

Parameters

Name Required Type Description
object Required string Use DUNNINGDEFINITION

Create Dunning Definition

create

Create a dunning definition:

        <create>
            <DUNNINGDEFINITION>
                <DUNNINGDEFINITIONID>Level-2</DUNNINGDEFINITIONID>
                <CURRENCY>USD</CURRENCY>
                <PRINTTEMPLATENAME>AR Dunning Notice - Standard</PRINTTEMPLATENAME>
                <EMAILTEMPLATEKEY>2</EMAILTEMPLATEKEY>
                <NOTICESEQUENCE>AA</NOTICESEQUENCE>
                <MINDAYS>1</MINDAYS>
                <MAXDAYS></MAXDAYS>
                <MINAMOUNT></MINAMOUNT>
                <MAXAMOUNT></MAXAMOUNT>
            </DUNNINGDEFINITION>
        </create>

Parameters

Name Required Type Description
DUNNINGDEFINITION Required object Object to create

DUNNINGDEFINITION

Name Required Type Description
DUNNINGDEFINITIONID Required string The title to use for the dunning level being created
CURRENCY Optional string Currency filter for dunning notice
PRINTTEMPLATENAME Required string Print template for dunning notice
EMAILTEMPLATEKEY Optional number Email template for dunning notice
NOTICESEQUENCE Required string Document sequence for dunning notice
MINDAYS Optional number Minimum number of days overdue for a dunning notice to be sent by the system
MAXDAYS Optional number Maximum number of overdue days for a dunning notice to be sent by the system
MINAMOUNT Optional number Minimum overdue amount for a dunning notice to be sent by the system
MAXAMOUNT Optional number Maximum overdue amount for a dunning notice to be sent by the system

To find what email or print templates are available to assign to a particular dunning level, use the Email template API

Update Dunning Definition

update

        <update>
            <DUNNINGDEFINITION>
                <RECORDNO>150</RECORDNO>
                <DUNNINGDEFINITIONID>Level5</DUNNINGDEFINITIONID>
                <CURRENCY>USD</CURRENCY>
                <PRINTTEMPLATENAME>AR Dunning Notice - Standard</PRINTTEMPLATENAME>
                <EMAILTEMPLATEKEY>2</EMAILTEMPLATEKEY>
                <MINDAYS>1</MINDAYS>
                <MAXDAYS></MAXDAYS>
                <MINAMOUNT></MINAMOUNT>
                <MAXAMOUNT></MAXAMOUNT>
                <NOTICESEQUENCE>AA</NOTICESEQUENCE>
            </DUNNINGDEFINITION>
        </update>

Parameters

Name Required Type Description
DUNNINGDEFINITION Required object Object to create

DUNNINGDEFINITION

Name Required Type Description
CURRENCY Optional string Currency filter for dunning notice
PRINTTEMPLATENAME Required string Print template for dunning notice
EMAILTEMPLATEKEY Optional number Email template for dunning notice
NOTICESEQUENCE Required string Document sequence for dunning notice
MINDAYS Optional number Minimum number of days overdue for a dunning notice to be sent by the system
MAXDAYS Optional number Maximum number of overdue days for a dunning notice to be sent by the system
MINAMOUNT Optional number Minimum overdue amount for a dunning notice to be sent by the system
MAXAMOUNT Optional number Maximum overdue amount for a dunning notice to be sent by the system

To find what email or print templates are available to assign to a particular dunning level, use the Email template API

Delete Dunning Definition

delete

        <delete>
            <object>DUNNINGDEFINITION</object>
            <keys>151</keys>
        </delete>

Parameters

Name Required Type Description
object Required string Use DUNNINGDEFINITION
key Required string Record number of dunning definitionx` to delete

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