{"id":20476,"date":"2026-07-13T11:04:16","date_gmt":"2026-07-13T11:04:16","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=20476"},"modified":"2026-08-20T10:06:25","modified_gmt":"2026-08-20T10:06:25","slug":"how-to-configure-dunning-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-configure-dunning-in-idempiere\/","title":{"rendered":"How to Configure Dunning in iDempiere"},"content":{"rendered":"\n

The Dunning window defines an organization’s customer payment reminder policy for overdue receivables, made up of one or more escalating Dunning Levels.<\/p>\n\n\n\n

In retail, it is used to automate reminder letters for unpaid invoices, from a friendly first notice through fees, credit stop, and legal collection status.<\/p>\n\n\n\n

The Dunning definition itself does not send reminders; it is the policy the Dunning Run process applies when evaluating overdue invoices.<\/p>\n\n\n\n

Process Flow Diagram<\/strong><\/h2>\n\n\n\n
\"Tenthplanet-iDempiere-Dunning-Processflow\"<\/figure>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • A Dunning Name is mandatory on the header.<\/li>\n\n\n\n
  • A Dunning can contain multiple Dunning Levels.<\/li>\n\n\n\n
  • Each Dunning Level has its own overdue period, fee, and collection behavior.<\/li>\n\n\n\n
  • Print Text is mandatory on every Dunning Level.<\/li>\n\n\n\n
  • When Create Levels Sequentially is enabled, earlier levels must be reached before a higher level applies.<\/li>\n\n\n\n
  • Collection fees, Credit Stop, Payment Term changes, and Collection Status are all optional per level.<\/li>\n\n\n\n
  • Collection Status offers four options: Collection Agency, Dunning, Legal Procedure, and Uncollectable.<\/li>\n\n\n\n
  • The Dunning configuration itself does not generate reminders; it is the policy used by the Dunning Run.<\/li>\n<\/ul>\n\n\n\n

    Prerequisites<\/strong><\/h2>\n\n\n\n
      \n
    • Organization configured.<\/li>\n\n\n\n
    • Payment Term configured, if a level will use Set Payment Term.<\/li>\n\n\n\n
    • Dunning Print Format configured, if a custom print layout is required.<\/li>\n<\/ul>\n\n\n\n

      Configuration Steps<\/strong><\/h2>\n\n\n\n

      Step 1: Create the Dunning Header<\/strong><\/h3>\n\n\n\n

      The header names the policy and decides whether levels must be reached in order, before any individual reminder stage is defined.<\/p>\n\n\n\n

      Create a new Dunning record, enter the Name and Description, then set Active, Default, and Create Levels Sequentially as needed.<\/p>\n\n\n\n

      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Organization<\/td>CDC<\/td>Organization this dunning policy applies to<\/td><\/tr>
      Name<\/td>Standard Customer Dunning<\/td>Mandatory name identifying the policy<\/td><\/tr>
      Description<\/td>Customer payment reminder with three escalation levels<\/td>Optional description of the policy<\/td><\/tr>
      Active<\/td>Checked<\/td>Enables the policy for use<\/td><\/tr>
      Default<\/td>Checked<\/td>Uses this policy automatically when no other is specified<\/td><\/tr>
      Create levels sequentially<\/td>Checked<\/td>Requires earlier levels to be reached before a higher level applies<\/td><\/tr>
      Note: <\/strong>Name and, on each level, Print Text are mandatory; saving with either blank leaves the field outlined in red.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-Accounting-Dunning\"<\/figure>\n\n\n\n

      Step 2: Create the First Dunning Level<\/strong><\/h3>\n\n\n\n

      The first level is usually a low-pressure reminder, sent soon after the due date without any fee or credit restriction.<\/p>\n\n\n\n

      Add a new Level, enter the Name, Days after due date, Days between dunning, and Print Text, then leave Charge fee and Credit Stop unchecked.<\/p>\n\n\n\n

      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Name<\/td>Friendly Reminder<\/td>Label for this escalation stage<\/td><\/tr>
      Description<\/td>First payment reminder for overdue invoices<\/td>Purpose of this level<\/td><\/tr>
      Days after due date<\/td>5.0<\/td>How many days overdue before this level applies<\/td><\/tr>
      Days between dunning<\/td>5<\/td>Minimum days before the next reminder can be sent<\/td><\/tr>
      Show Not Due<\/td>Unchecked<\/td>Whether invoices not yet due are listed on the notice<\/td><\/tr>
      Show All Due<\/td>Checked<\/td>Lists all due invoices, not just the overdue one<\/td><\/tr>
      Charge fee<\/td>Unchecked<\/td>No collection fee applied at this level<\/td><\/tr>
      Print Text<\/td>Your payment is overdue. Kindly arrange payment.<\/td>Message printed on the reminder<\/td><\/tr>
      Note<\/td>First reminder sent to the customer.<\/td>Internal note about this level<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-Accounting-Dunning-1\"<\/figure>\n\n\n\n

      Step 3: Create the Second Dunning Level<\/strong><\/h3>\n\n\n\n

      The second level escalates the reminder by adding a fee, signalling to the customer that the account is now further overdue.<\/p>\n\n\n\n

      Add a new Level, enter the timing and Print Text as before, then check Charge fee and enter a Fee Amount, and set a Collection Status.<\/p>\n\n\n\n

      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Name<\/td>Second Reminder<\/td>Label for this escalation stage<\/td><\/tr>
      Description<\/td>Second notice for unpaid customer invoices<\/td>Purpose of this level<\/td><\/tr>
      Days after due date<\/td>15.0<\/td>How many days overdue before this level applies<\/td><\/tr>
      Days between dunning<\/td>10<\/td>Minimum days before the next reminder can be sent<\/td><\/tr>
      Charge fee<\/td>Checked<\/td>Applies a collection fee at this level<\/td><\/tr>
      Fee Amount<\/td>250.00<\/td>Fee charged when this level is reached<\/td><\/tr>
      Collection Status<\/td>Dunning<\/td>Collection status applied to the business partner at this level<\/td><\/tr>
      Print Text<\/td>Second payment reminder. Settle all outstanding invoices.<\/td>Message printed on the reminder<\/td><\/tr>
      Note<\/td>Second reminder with administrative fee<\/td>Internal note about this level<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-Accounting-Dunning-2\"<\/figure>\n\n\n\n

      Step 4: Create the Final Dunning Level<\/strong><\/h3>\n\n\n\n

      The final level is the last step before legal collection, so it typically applies a higher fee, stops further credit, and can force immediate payment terms.<\/p>\n\n\n\n

      Add a new Level, enter the timing and Print Text, check Charge fee with a higher Fee Amount, then check Credit Stop and Set Payment Term with the required Payment Term and Collection Status.<\/p>\n\n\n\n

      Field<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Name<\/td>Final Notice<\/td>Label for this escalation stage<\/td><\/tr>
      Description<\/td>Final Demand before legal collection<\/td>Purpose of this level<\/td><\/tr>
      Days after due date<\/td>30.0<\/td>How many days overdue before this level applies<\/td><\/tr>
      Days between dunning<\/td>15<\/td>Minimum days before the next reminder can be sent<\/td><\/tr>
      Charge fee<\/td>Checked<\/td>Applies a collection fee at this level<\/td><\/tr>
      Fee Amount<\/td>500.00<\/td>Fee charged when this level is reached<\/td><\/tr>
      Credit Stop<\/td>Checked<\/td>Blocks further credit to the business partner<\/td><\/tr>
      Set Payment Term<\/td>Checked<\/td>Overrides the business partner’s payment term<\/td><\/tr>
      Payment Term<\/td>Immediate<\/td>Payment term applied once this level is reached<\/td><\/tr>
      Collection Status<\/td>Legal Procedure<\/td>Collection status applied to the business partner at this level<\/td><\/tr>
      Print Text<\/td>Final payment notice, make immediate payment<\/td>Message printed on the reminder<\/td><\/tr>
      Note<\/td>Final collection notice before legal escalation.<\/td>Internal note about this level<\/td><\/tr>
      Note: <\/strong>Collection Status offers four values: Collection Agency, Dunning, Legal Procedure, and Uncollectable.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-Accounting-Dunning-3\"<\/figure>\n\n\n\n

      Step 5: Review All Dunning Levels<\/strong><\/h3>\n\n\n\n

      Reviewing all levels together confirms the escalation makes sense from first reminder through to final notice before the policy is used.<\/p>\n\n\n\n

      Open the Level tab on the Dunning header and confirm each level’s Days after due date, Fee Amount, and Print Text increase in severity in order.<\/p>\n\n\n\n

      Level<\/strong><\/td>Days after Due Date<\/strong><\/td>Fee Amount<\/strong><\/td><\/tr><\/thead>
      Friendly Reminder<\/td>5.0<\/td>0.00<\/td><\/tr>
      Second Reminder<\/td>15.0<\/td>250.00<\/td><\/tr>
      Final Notice<\/td>30.0<\/td>500.00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"TenthPlanet-iDempiere-Accounting-Dunning-4\"<\/figure>\n\n\n\n

      Step 6: Use the Dunning Configuration<\/strong><\/h3>\n\n\n\n

      The configured policy only takes effect once it is applied during an actual Dunning Run against overdue invoices.<\/p>\n\n\n\n

      Assign the Dunning policy to a Business Partner if required, then execute the Dunning Run process; the system evaluates overdue invoices against the configured levels and applies the matching rules.<\/p>\n\n\n\n

      Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
      Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
      Cannot save Dunning<\/td>Name not entered<\/td>Enter a unique Dunning Name<\/td><\/tr>
      Cannot save Dunning Level<\/td>Name or Print Text not entered<\/td>Enter both the mandatory Name and Print Text before saving<\/td><\/tr>
      Reminder level not applied<\/td>Overdue days do not satisfy the configured Days after due date<\/td>Verify the invoice’s overdue days against the level’s threshold<\/td><\/tr>
      Higher level not reached<\/td>Create Levels Sequentially is enabled but earlier levels were skipped<\/td>Ensure previous levels have already been generated before the next applies<\/td><\/tr>
      Credit Stop not enforced<\/td>Credit Stop not enabled on the applicable level<\/td>Enable Credit Stop on the Dunning Level<\/td><\/tr>
      Fee not applied<\/td>Charge fee unchecked or Fee Amount left blank<\/td>Enable Charge fee and enter a Fee Amount for the level<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Next Steps<\/strong><\/h2>\n\n\n\n
        \n
      • Assign the Dunning policy to applicable Business Partners.<\/li>\n\n\n\n
      • Create and complete Sales Orders and AR Invoices.<\/li>\n\n\n\n
      • Allow invoices to become overdue based on their payment terms.<\/li>\n\n\n\n
      • Execute the Create Dunning Run process.<\/li>\n\n\n\n
      • Review generated Dunning Notices and send reminders to customers.<\/li>\n\n\n\n
      • Continue through higher Dunning Levels until payment is received or the final stage is reached.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        The Dunning window defines an organization’s customer payment reminder policy for overdue receivables, made up of one or more escalating […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[58,10],"tags":[],"class_list":["post-20476","post","type-post","status-publish","format-standard","hentry","category-idempiere-accounting","category-idempiere-product"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20476","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20476"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20476\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20476"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20476"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20476"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}