Dunning wizard in Sales A/R.

Hi all,
       I am beginner of the Business One. Now i want how to do dunning wizard in sales A/R with screen shot.
Sudhakar Reddy.

Hi
Have you set up dunning levels ? If you are beginner ,please refer to elearning session which will help you to increase your knowledge .
if not ,Please use online help from help menubar  or Press F1 .
Hope this helps
Bishal

Similar Messages

  • Dunning wizard

    Hi all,
    I'm starting to use Dunning Wizard and I'm having a problem in step 5 (Recomendation Report).
    In Dunning Term and in Dunning Letter Method i want "One letter per BP". Also I have selected "Apply Letter Template by Highest Level ". In Dunning Levels, I have 3 Letter templates.
    I'm testing only with two costumers.
    When I reach step 5 I have costumer1 with 3 Invoices and Costumer2 with 1 invoice.
    I want to use Letter number 2 in both costumers. In Costumer1 I enter 2 Print Preview and no problem. Letter number 2 is printed.
    In costumer2 i also enter 2 but in Print Preview letter number 1 is printed. I want letter number 2.
    If the costumer has more than 1 document what I enter in the Level field is what I get in Print Preview. If the costumer has only 1 document what I enter in Level field is ignored and always letter number 1 is printed.
    I think that it's not correct.
    Does anybody now some workaround?
    Best Regards,
    Augusto Sila

    Hi Gordon,
    Thank you for your answer.
    I don't understand this logic.
    In costumer1 I have 3 Invoices and the highest level is 1. If I change to 2, this indicates that I want to print the Letter number 2, SAP B1 changes this to the Highest Level and prints letter number 2.
    In costumer2 I also want to print letter number 2 but SAP B1 doesn't let me because I only have 1 document. I think this isn't correct.
    I want to print letter number 2 for costumer2.
    Regards,
    Augusto Silva

  • Dunning wizard print layout issue.

    Hi every one
    I need some help regarding the dunning wizard layout. Iu2019m having an issue where the last line in layout duplicates itself 4-6 times.  The weird thing is that first lines are fine but only the last one that does it.
    Kind regards
    Søren

    Hi
    I solved the problem. But the issue was when i ran the dunning wizard the layouts messed up. For example if I had a dunning letter with 3 lines (overdue documents). The last line would copy itself 4-6 times (it would show the last document 4-6times so the total lines in the dunning letter would be 7-9 lines). But I solve the issue. Somehow the attention person (which I got from the contact persons (ocrp) and not from the document contact person (oinv) ) did the issue. When i switch it to the oinv the issue was gone.
    kind regards
    Søren
    Edited by: Bundgaard Søren Hollænder on Jan 26, 2009 9:56 AM

  • Dunning wizard print layout

    hi there
    i am interested in the dunning wizard to modify it in order to bring me the results from the OCQG table
    to be more specific, i have modified the Dunning All printout but i cannot bring the property name of the customer that exists in the Properties tab(it is checked)
    do you have any idea how can i bring this data to the prinout?
    thanks in advance
    Vasilis

    Hi Vasilis,
    Property tab info is too hard to be available to PLD. The link is too weak because there are 64 individual fields to represent each property.
    Thanks,
    Gordon

  • Dunning wizard question

    Client is running SAP B1 2007 PL 41.
    Step 3/6 in Dunning Wizard: Business Partners - Selection Criteria
    Issue - no business partners are able to be added to table that displays BP Code and BP Name.  Using the standard 30/60/90 dunning terms and customers should be showing up in this table judging by the customer receivables aging report where there are many customer entries in the 31-60; 61-90; 91-120 categories.
    When trying to add customers to this table in the dunning wizard, I simply click the 'Add' button and then 'OK' in order to potentially select all the customers - but none show up.
    Anyone have any ideas?  Each customer does have a unique credit limit...
    Thanks,
    Paul

    Hi Paul,
    Is this client recently upgrade to PL41?
    If it works before upgrade, you have to check all their setting to ensure if the dunning terms are still working.
    Thanks,
    Gordon

  • Dunning wizard - Finance charge

    Hello,
    I ran the dunning wizard and printed out the dunning letter. Even though the interest is being calculated correctly [TtlopnIntr column in DWZ2 table], it does not update the BP Account Balance. Also when printing out the report, the ‘Amount Due’ column in the report shows the open sum and not open sum + interest. At the BP level, I have activated the ‘Include Interest’ checkbox and put in the bank interest percentages.
    Could you please advise ASAP.
    OR
    If there is any other way to handle finance charges, please advise.
    Thanks & Regards,
    Bhavita
    Edited by: Darius Heydarian on Mar 26, 2008 5:22 PM

    Bhavita,
    I'm running into the same problem also.  Check out SAP note 1059948.
    Symptom
    When using the Dunning Wizard there has been an interest and a fee per letter defined. However, after running the wizard and printing the dunning letter with interest and a fee added to the total, it is not possible to find this balance in the business partner balance.
    Other terms
    business partner balance, journal entry, credit, debit, missing information, dunning level
    Reason and Prerequisites
    SAP Business One Functionality
    A Dunning Letter has successfully been created and printed with an interest, a fee or both.
    Solution
    The interest/fee that is printed on the Dunning Letter will not make an entry on any account. It is only printed. If the interest/fee is paid, it should be recorded manually in the system. This is a system definition.
    I have 30K plus customers - 500 of which have overdue amounts... am I supposed to manually create journal entries for all customers now?  This is the dumbest thing I have ever seen in any software program ever!  Don't make it look like you support a business process in a software solution when you don't.  I have no idea how I'm going to try and explain this one to my customer...

  • Reset an Dunning Wizard / Rework

    Hi all,
    is it possible to reset an Dunning  Wizard run ?
    If an customer do an dunning wizard run and after the execution
    he see that something is wrong is there a chance to reset /rework the dunning run ?
    Kind regards
    Gerhard Bienen

    Hi Gerhard Bienen,
    I am afraid only if you can restore the db to the status before Dunning Wizard run.
    Thanks,
    Gordon

  • Missing Functionality: Dunning Wizard - We need table CRD1

    Hello,
    Missing Functionality: Dunning Wizard - We need table CRD1 in the dunning PLD templates!!!
    This Workaround is impossible.
    As a workaround I suggest to store this information in the UDFs that you would create on the OCRD table that is exposed in the dunning PLD templates.

    keine Antwort ist auch eine Antwort

  • Sorting of Dunning Wizard and Payment Wizard

    Dear Development,
    we have the following business situation.
    1) We create a Dunning Wizard or Payment Wizard.
    2) We make a printout of all selected business partner and documents in Step 5 of the DW or PW.
    3) The chief decides which payments should be done.
    4) We have to unslect or select the checkboxes again.
    5) The problem is now, it is quite difficult to find out the correct business partner related to the printout.
    We need a filter functionality or a sorting algorithm for all columns. Thanks a lot for your help.
    Regards Chris

    Hello Chris,
    Thank you for your input. It's quite clear and reasonable. Unfortunately, sorting and filtering feature is quite difficult to implement on multi-level/hierachical grids in SAP Business One; for the time being, this logic is not supported but we will consider it for one of the next major releases.
    I guess ideally the 'Find' control could help better. That we can consider as well. What do you think?
    Peter Dominik
    B1 Solution Management

  • Problem with Dunning wizard

    After the excution of Dunning wizard, I get the following error :
    18/03/2009  19:06:51: Could not commit transaction '' (DWZ2)
    Now,
    I don't see the register dunning transaction, but all the business partner has been signed has dunned.
    I need know to understand what is my problem and this error, and to restore back the situation to the time before the error.
    Giuseppe

    HI,
    The error message is typically caused by approval procedures. Could you
    please ask the customer to try the following:
    1. Check the approval templates.
    2. Log on with the approver user (designed approver in the template).
    3. Go to the Approval Templates Setup window, Terms tab.
    4. If the radio button 'when the following applies' is checked, please
    check if any box was checked on the 'Choose' column and if the Ratio
    'Undefined type' is selected. If so, either select a ratio and define
    a value, or uncheck the box.
    5. Check the last line in the Terms tab ('Undefined type') and make sure
    it is not checked.
    6. Click on Update.
    If the above does not solve the issue, then this may be related to Note
    1258519 which is an application error fixed in 2007A, P44.
    Also there is a workaround on the Note 1258519.
    Regards
    Vikas
    SAP Business One Forums Team

  • Dunning Wizard - Adding customers not working

    Hi all,
    We're trying to run the dunning wizard, but are unable to add customers in step three. There are no error messages. The BP Properties dialogue box appears when the 'Add' button is clicked, we can select customers , but when 'OK' is clicked, no customers appear in the list. If we click 'Next', it says 'no customers were selected' in the system messages. I have attempted this user the manager account, and another colleague has tried it with the same results and he has superuser.
    Cheers,
    Nick
    B1 8.08

    Hi,
    You need to check every customer profile to see whether Dunning Term field in Business Partner Master Data >> Payment Term Tab is defined or not. Make sure assign with dunning term.
    Your problem will be solved.
    Hope this helps,
    TVSon

  • Dunning Wizard and Interest

    Hi everyone,
    I have the automated dunning wizard how to guide and things seem to work fine and I get the process.
    Problem is... I don't see anything after I run the wizard.  No accounts receivable entry, nothing in incoming payments, nothing.  It shows in history but that's pretty useless if you want to receive the interest.
    Is this dunning wizard system just an escalating scare tactic?  Not sure why it isn't actually adding any interest.
    Also to note, does this have anything to do with the payment terms Interest % on Receivables?  This field seems to do nothing.
    Any help would be appreciated, no theoretical answers, hopefully someone has actually been using this process.
    Thank you!
    Mike

    Hi Mike,
    You may check SAP Note Number: 1059948 and 950583 for explanation.
    Thanks,
    Gordon

  • Dunning wizard and due date

    Hello
    We experience something wrong after running the dunning wizard : all invoices with a due date before 31st of October are not shown...
    Does anyone know how this can be corrected ? Is it due to the new year and different account period ?
    Thank you

    Hi,
    What is your financial year setting?
    Thanks,
    Gordon

  • Dunning Wizard - Withholding Tax

    Hi All,
    SBO 2007 SP1 PL 07 or SBO 8.8 SP0 PL 11
    The Dunning Wizard doesn't work for the A/R Invoice having the withholdin tax.
    It includes the withholding tax in the amount to have. This is wrong!
    Have you any idea how to fix this?
    Simona
    Edited by: Simona Bossi on May 26, 2010 11:19 AM

    Hi Sekar,
    I Reproduced the same scenario till delivery and used Doc. Gen wiz  as target document as A/R Invoice it worked fine.
    Settings BP and Item both we set to Witholiding tax Liable. The Invoice had withholdig tax amout added generated by the DGW.
    Could you check in for the list of BP in DGW (Document generation wizard)
    Business Partner --> Accounting tab --> Tax sub-tab --> WT taxes allowed and check if  you have one WT checked.
    Let meknow if this works.
    Regards,
    Rakesh

  • Dunning Wizard - Interest calculated

    Hi Experts,
    The interest tjhat the dunning wizard calculates on a specific BP, How does it get allocated to that BP balance? i.e does it automatically get added to the BP balance or do you need to go post it manually via journal entry or what?
    Thank you.
    Kind Regards,

    Hi,
    You can check Note No. :   1059948 regarding the issue mentioned by you where the your enquiry is clarified.
    Hope it helps.
    Kind Regards,
    Jitin
    SAP Business One Forum Team

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