Page 1 - How do I Create Dunning Letters_JobAid_FINAL_Neat

Creating Dunning Letters

How do I Create Dunning Letters?

Overview Policy: (University) Monthly

Emory uses three types of customer correspondence for Accounts statements are generated and sent to
Receivable: Statements, Dunning Letters, and Follow Up Letters. customers having an outstanding balance.
Billing users run job requests in Compass to generate these Past due accounts are reviewed monthly
documents. Correspondence may be delivered to the customer as and follow-up collection efforts are made.
email or standard mail. The delivery preferences are setup when Departments are provided Aged
the Customer Contact is added to the system. For more Receivable reports monthly for their
information, see the How do I Maintain Customer Contacts job aid. review. Once an account becomes six
months past due, the invoice is charged
Dunning Letters are a series of letters communicating overdue back to the department.
receivables to a University or Healthcare-Hospitals customer.
Typically these letters are configured to include more aggressive http://policies.emory.edu/2.29
language as the overdue receivables continue to age.

For University customers (ARGAR), three separate processes are required to create and print dunning letters.

Extract Dunning Delete Dunning Letter Print Letters
Letter Info (Review step)

For Healthcare customers (AREHI, AREMH, AREUH), you only need to run the Extract Dunning Letter Info job.
This job extracts past due receivables and creates the dunning letter.

Navigation
Accounts Receivable > Customer Interactions > Dunning Letters > Extract Dunning Info

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1. Enter a Run Control ID.

 You can add a new Run Control ID on the Add a New Value tab, if needed.

2. Click the Search button.

Emory Confidential and Proprietary Last Revised on 11/18/2016 Page 1 of 10
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