Document Layout

Accounts Receivable > Administrative Transactions > Generate Dunning Letters

Document Layout

The initial display of the Generate Dunning Letters is a simple lookup screen.

Generate Dunning Letters Lookup search definition

Title	Description
Report Option	Required. Select to generate letters based on Processing Organization or Billing Organization.
Processing/Billing Chart Code	Required. Enter the Chart Code of the Processing or Billing Organization for which dunning letters will be generated. This field will default to the users chart.
Processing/Billing Organization Code	Required. Enter the Organization Code of the Processing or Billing Organization for which dunning letters will be generated.
Collector	Used to search for award associated with a specific AR collector. Enter a user’s principal name or use the lookup to find one.
Agency Number	Used to search for awards associated with a specific agency. Enter a valid value or use the lookup to find one.
Account Number	Used to search for awards associated with a specific account.
Customer Number	Used to search for award associated with a specific customer number. Enter a customer number or use the lookup to find one.
Proposal Number	Used to search for awards assigned to a specific proposal number. Enter a proposal number or use the lookup to find one. When KFS is not integrated with Kuali Coeus, the Proposal and Award will be the same number.
Total Amount	Used to search for awards by the Award’s Total Amount.
Dunning Campaign ID	Used to search for awards by the Dunning Campaign ID. Enter a valid value or use the lookup to find one.
Aging Bucket	Used to search for awards whose invoices fall within a specific aging bucket. Select a value from the dropdown.
Invoice Document Number	Used to search for a specific invoice number.

After entering search criteria, click the button. The system displays the search results beneath the search fields. Only Awards for which you are qualified to collect on will display.