Invoice Delivery (Email and Print) and Dunning Run

2014-10-02 - Print Invoice Run and Dunning Run

• Introduction
• 0:00:30 Printing and/or emailing a single Invoice
• 0:04:00 Print Invoice Process
  • 0:06:00 typical enhancements to the Print Invoice Process - only print non-printed invoice
  • 0:06:30 controlling who gets what (email, print, or both) automatically
  • 0:07:15 reprinting the last Invoice Print run
  • 0:09:00 introducing the concept of a Print Run
  • 0:11:00 Question about re-creating Invoices as they originally existed vs with current changes
  • 0:12:30 Introduce the concept of archives to capture the state of a print out at that moment in time. Every time you print, it creates a snapshot copy for future reference.
  • 0:15:00 Review the code/process
• 0:17:15 Dunning, Dunning Run, and Print Dunning Results
  • 0:18:15 Review the Dunning setup window - set BPs with the correct dunning options.
  • 0:21:00 Execute a Dunning Run
  • 0:21:45 Execute a Print/Export Dunning Leters
  • 0:23:30 Difference between BP window =>BP_Loc tab => tab Pay From and Invoice fields. How they matter to Dunning.
  • 0:24:30 Review of Running Run results
• 0:26:30 How do you set communication preference (Notification Type) for a user? Does the Invoice Print or Dunning  Print take this field into account?