Has anyone modified the dunning module to send cur...
# administrationc
Chris
11/01/2021, 6:43 PMHas anyone modified the dunning module to send current invoices in addition to past due invoices?
A year ago our finance team was asking about the ability to send invoices to multiple email addresses and I built out a workflow to handle that (no idea why NS doesn't have this). Now they are asking about customer statements, but unfortunately my workflow won't support that.
Our ACS contact said using Dunning module (we already have it) could support that, but I was reading through it and it seems like it could possibly be adapted to send out current invoices as well as reminders for past due. This means I could get away from the sort of clunky workflow/mass update method we currently utilize to send emails out.
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KevinJ of Kansas
11/01/2021, 7:08 PMYes, you can send out current invoices with the dunning module - but I'd express some caution around how you configure it.
KevinJ of Kansas
11/01/2021, 7:09 PMIt should be noted that figuring out how to do it the first time wasn't super easy, but it wasn't terribly challenging. I think I spent the better part of 40 hours the first time for even the basics, and I started with a very good understanding of custom records and scripting and the documentation.
KevinJ of Kansas
11/01/2021, 7:10 PMSo if you are thinking of getting it to self implement, make sure you've enough time to adequately do it. Much of the time - I find clients don't already have a clear process out and then they want to spend a bunch of time wordsmithing/adjusting.
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Chris
11/01/2021, 7:25 PMWell the finance team is currently using the Dunning (1,2,3) templates, but they are just sending them via invoice email. I was thinking I could setup a couple more templates for the Net 30,45,60 customers since it looks like the Dunning Level Rule support negative numbers.
However I am just trying to understand the Level system. I thought I'd be able to apply the template to a level, but it seems that it's set in the dunning procedure.
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KevinJ of Kansas
11/01/2021, 8:27 PMThat's actually a part of the reason I suggest care - it requires a few additions/edits to your process. Don't want to break existing processes
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Eric B
11/01/2021, 8:52 PMI built a suitelet that allows you to select a customer and then it displays a list of all invoices for that customer from which you can select the invoices you want to send out to a list of email addresses you enter as comma separated values.
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