Dunning run functionality

Answered

Miroslav Fabrici

• May 29, 2015 06:51

Dunning functionality is working great and it helps a lot.
What would make it even better is option to send pdfs of documents involved in that dunning run.
It happens that customer says that he doesnt have that invoice/invoices at all , that he didnt receive it in the email etc.
We would welcome option to send those pdfs along with the dunning letter directly when generate dunnig reports but option with possibility to send them afterwards (after customer call) is OK as well . So after customer informs us, would be great to be able to choose desired Dunning run and certain BPs and documents involved in that run would be automatically generated as pdfs and attached to the email.

Vote

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• Official comment

  

  Naama Aharoni

  • June 03, 2015 10:09

  Hi Miroslav,

  Of course. In the B1 Print and Delivery Report Configuration for the Dunning Wizard, you will find the Email Action. In there there is an option to attach additional documents. In case you are looking into attaching different document for different BP's, you would need to create separate Dunning Letter Report Configurations and attach them to the right BP (or any other rule based on what is defined in the Report Selection menu).

  Hope this is more clear :)
• 

  Naama Aharoni

  • June 02, 2015 10:27

  Hi Miroslav,

  That is possible withing the B1 Print & Delivery module. You can get more information in the following link: http://www.boyum-solutions.com/the-boyum-pack/b1-print-and-delivery/

  Thanks, Naama
• 

  Miroslav Fabrici

  • June 02, 2015 10:41

  Hi Naama,
  could you be just a tiny bit more specific? I think that i do know how P&D works but i cant think of any way how to get desired result..
  Just a small hint which way to look..:-)
  thanks in advance..
• 

  Daniel Thomas

  • July 26, 2017 14:43

  Hi Namma,

  I would like to send the dunning letter in HTML format as shown below instead of PDF attachment. 

   

  

  Please let me know is it possible.

  Thanks & Regards,

  Daniel Thomas
• 

  Yaremi Miranda Lopez

  • July 27, 2017 16:20

  Hello Daniel,

  I just created a Ticket in our HelpCenter.
• 

  Daniel Thomas

  • July 27, 2017 16:44

  Hi Yaremi....

  Thanks for your quick response and creating ticket.

  Thanks & Regards,

  Daniel Thomas

   

   
• 

  Bas Romeijn

  • January 07, 2022 09:57

  Dear Boyum,
  
  

  Is there a standard SQL query available that makes it possible to add copy invoices to the dunning email? Or do you have tips on how to do this? This question has been asked many times before, but I can't find a suitable answer anywhere.

  Thank you in advance.
  
  Bas Romeijn
• 

  Support

  • April 21, 2022 01:09

  I have created two reports for dunning, one send the statement and the other contains all invoices (in one report)

  Set you report configuration to have both reports in two lines, create a report action for each and select the report actions to consolidate.

  That will send one email with both reports

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