The initial display of the Generate Dunning Letters is a simple lookup screen.
Generate Dunning Letters Lookup search field definitions
Title |
Description |
Account Number |
Used to search for awards associated with a specific account. |
Agency Number |
Used to search for awards associated with a specific agency. 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. |
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. |
Customer Number |
Used to search for award associated with a specific customer number. Enter a customer number or use the lookup to find one. |
Dunning Campaign ID |
Used to search for awards by the Dunning Campaign ID. Enter a valid value or use the lookup to find one. |
Invoice Document Number |
Used to search for a specific invoice number. |
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. |
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 Kuali Financials is not integrated with Kuali Research, the Proposal and Award will be the same number. |
Report Option |
Required. Select to generate letters based on Processing Organization or Billing Organization. |
Total Amount |
Used to search for awards by the Award’s Total Amount. |
After entering search criteria, click the Search button. The system displays the search results beneath the search fields. Only Awards for which you are qualified to collect on will display.
More: