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@Clarisa De Torres-Oracle , Thank you. Given that, it appears that the criteria for Level rule Days Overdue =1; will not generate recurring monthly reminders after the first instance? For example, an invoice that is currently past due 10 days received a Dunning letter this month when the dunning level and procedure was…
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Hi @Clarisa De Torres-Oracle , This has been sorted. Thank you for your responses. It is a Customer dunning procedure, I created a new procedure and bulk assigned it to the customer. When I re- run the customer evaluation, it then worked. My assumption why it didn't worked in yesterday run is because of the inactivated…
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Thanks for your response, however this involves hundreds to thousand customer records. Can that be done via csv update?