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Dunning_States

Overview

A Plan can have one of the following dunning states:

  • In Progress: The Master Plan Instance (MPI) is currently in a dunning state.  
  • Completed:  The balance of the Master Plan Instance was not paid in full and dunning/collection attempts were unsuccessful.
  • None:  The Master Plan Instance is not currently in dunning. 

You can view and manually change the Dunning State from the Plans screen of a specific Plan Instance.

Viewing and/or Editing the Dunning State

Getting Here: Select an Account > Plans > Plan Instance ID

Dunning States Overview.png

  1. Click Dunning State. The following screen displays:  

​​dunning-state-dropdown-3.png

  1. Select the new Dunning State from the Dunning State dropdown. 

Note: When a Master Plan Instance is manually placed into dunning, the Plan is placed into Dunning Step 1 as defined in the dunning process for the Master Plan Instance.  Refer to Create a Dunning Process for more information. 

  1. Select the step in the dunning process that the MPI should move to from the Move to Dunning Step dropdown. 

Do either of the following:

  1. Enter the number of days to wait before moving to the next dunning step in the Days Until Next Dunning Step text box.

    OR
     
  2. Enter the date on which to move to the next dunning step in the Next Dunning Step Begins On text box.
  1. If the dunning step that you selected includes a late fee, specify whether to charge or suppress it by selecting or deselecting Automatically Charge Late Fee of NN.
  2. If the dunning step that you selected includes an email notification, specify whether to send or suppress it by selecting or deselecting Send notifications to customer using updated dunning step schedule.
  3. Enter your comments into the mandatory CSR Comments field that displays.   

DunningScreen.png

  1. Click Save.  

       Aria will complete dunning actions on the MPI based on the schedule and options that you specified.

Notes:

  • If you selected Automatically Charge Late Fee of NN, Aria will immediately charge the customer the late fee.
  • If you selected Send notifications to customer using updated dunning step schedule, Aria will immediately email the notification to the customer.
  • If you changed an MPI's dunning state from None to In Progress but the MPI does not have a balance due, then Aria will move the MPI out of dunning on the date on which the next dunning step begins.This applies to MPIs associated with either payment type: net terms or electronic.​
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