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Administrator Guide
Last Updated: 2025-05-30
Set Up Workflow Notifications for Dunning Letter Emails

Set Up Workflow Notifications for Dunning Letter Emails

Security: Configure the
Dunning Letter Email Event
 business process and security policies in the Customer Accounts functional area.
See:
You can configure workflow notifications in the business process to email dunning letters to your customers. Workflow notifications enable you to define:
  • Email templates.
  • Times to trigger the email event.
  • Conditions and rules for emailing to suit your business needs.
  • Security groups that can access this task.
  • Email options and recipients.
  • Email or SMS messages.
  • Attachment behaviors.
  1. Access the
    Business Process Definitions for Business Object
     report.
  2. On the
    Business Object
     prompt, select your organization.
  3. Click
    OK
    .
  4. On the
    Business Process Definition
     column, select
    Dunning Letter Email Event
    .
  5. On the
    Notifications
     tab, select
    Business Process
    Edit Notification
     from the related actions menu on the
    Notification
     column in the
    Custom Notifications
     grid.
    If you don't see this option, create a new custom notification by selecting
    Business Process
    Add Notification
     from the related actions menu of the business process definition.
  6. Click
    OK
    .
  7. Complete the
    Edit Workflow Notification
     task:
    Option Description
    Override Email Template
    Select the notification template that defines the appearance and content of your email.
    Triggers
    Select the business process status or the time to launch the event.
    Conditions and Rules
    Configure rules to determine whether or when Workday should send the notification.
    Repeat On
    Workday automatically sets this prompt to
    Dunning Letters to Be Emailed
    .
    Workday prevents you from emailing your dunning letters when you have:
    • More than 1 customer in the print run group.
    • An invalid repeat-on configuration.
    Recipients
    Select 1 or more recipients to send the emails to. You can specify additional emails in the
    Email Addresses
     section.
    Workday also sends emails to the bill-to contacts you define on the customer profile. 
    Groups
    Select 1 or more security groups that can execute this task.
    Email Option
    Select:
    • Default
       to send emails to both home and work email addresses for a billing contact.
    • First Work, then Home
       to first send a notification to the work email address. If you don't set any work email address but have at least 1 home email address, Workday sends the notification to the home email address.
    • Home Only
       to send 1 notification only to the home email address. If you haven't defined a home email address, Workday doesn't send the notification. When you have more than 1 home email addresses, Workday sends the email to the primary home email address.
    • Work Only
       to send 1 notification only to the work email address. If you haven't defined a work email address, Workday doesn't send the notification. When you have more than 1 work email, Workday sends the email to the primary work email address.
  8. Complete the
    Attachment(s)
     section of the task:
    Attachment Option
    Attachment Flag Specified on an Invoice
    Result
    Attachments Linked to Invoice
    N/A
    Workday includes all attachments associated with the customer invoice in the email and ignores the attachment flag you specify on the invoice.
    Select this option if you generate your invoices using third-party software.
    Attachments Not Provided To Customers
    N/A
    Workday doesn't provide any direct or referenced attachments to customers.
    PDF for Printing Run Business Process Notifications
    • Provide to Customer
       is
      True
    • Print with Invoice
       is
      True
    Includes all attachments in the PDF file when you print the invoice.
    Attachments provided To Customers But Not Included In Printing Run
    and
    PDF for Printing Run Business Process Notifications
    • Provide to Customer
       is
      True
    • Print with Invoice
       is
      False
    Prints all the invoices in 1 PDF file and includes all attachments separately in the email notification for each invoice.
    Attachments Not Provided To Customers
    and
    PDF for Printing Run Business Process Notifications
    • Provide to Customer
       is
      True
    • Print with Invoice
       is
      True
    • Print with Invoice
       is
      False
    Prints an invoice and includes only those attachments in the resulting pdf that have the
    Print with Invoice
     flag on.
    Workday sends the attachments that don't have the flag on separately in the email notification.
    Attachments Not Provided To Customers
    and
    PDF for Printing Run Business Process Notifications
    • Provide to Customer
       is
      False
    • Print with Invoice
       is
      False
    Prints all invoices in 1 PDF file and includes attachments flagged for internal purposes separately in the email notification.
  9. Click
    OK
    .