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NetSuite Tutorial | Create Pause Reasons for NetSuite Dunning Letters Bundle

  Рет қаралды 44

Kolleno

Kolleno

Күн бұрын

Want to improve your operational efficiency? Find out more about how NetSuite integrates with Kolleno here 👉 www.kolleno.co...
In this tutorial, I'm going to show you how to create custom pause reasons for dunning activities in NetSuite, tailored specifically to your business needs. You may find that the default reasons provided by NetSuite don't fully cover all scenarios you encounter, such as negotiating new contracts or handling specific customer interactions.
To start, navigate to 'Setup', then 'Dunning', and 'Dunning Pause Reasons' within NetSuite. Here, you'll see a list of all the default reasons available. To add a new reason, click on 'New Dunning Pause Reason'. You'll need to provide a name and a description for the new reason-something indicative of the circumstances under which you'd use it, like 'Negotiating New Contract'.
Additionally, you can define sub-options under each reason to further specify the nature of the pause, such as 'Yearly Contract Negotiation' or 'Monthly Review'. These sub-options can also include their own descriptions. Remember, if a reason becomes obsolete or temporarily unnecessary, you can mark it as inactive instead of deleting it, preserving the traceability of past actions.
This customization allows for greater flexibility in how you manage dunning processes, ensuring they align more closely with your operational needs. If you're looking for even more advanced features and seamless integration with NetSuite, consider exploring solutions like those offered at Kolleno.
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Пікірлер: 3
@kolleno
@kolleno 2 ай бұрын
Want more NetSuite training? 👉 www.kolleno.com/netsuite-training/
@rizwanmohamed1918
@rizwanmohamed1918 2 ай бұрын
Hi, Is this option available only to the administrators or if it can be done by any user who has access to netsuite. 2: would you pls guide on the steps from home page to let us know how arrive at this page where you show in the beginning of your video. Thanks ❤
@kolleno
@kolleno 2 ай бұрын
Hello! An admin first needs to install the Dunning Letters bundle. Please have a look here: www.kolleno.com/install-and-activate-netsuite-dunning-letters-bundle/
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