Print Payment Reminder
Explanation
Use the Print Payment Reminder activity to print reminders.
Reminder status of Customer
Reminder Proposals must be acknowledged before reminders can be printed.
Only invoices with Included status are printed in reminders. For each
reminder recipient, template, and currency, separate reminders are printed.
For regular customers, the reminder recipient is the customer or payer
of the invoices included in the proposal (when the Send Reminder to Other
Payer option is selected in the Payment\Misc
Payment Info tab). For a one-time customer, each invoice
address ID is a separate recipient. The invoices included are set
up and sorted by reminder level and due date on the individual reminders. If
credit invoices and prepayments are included, they are shown last. Accrued interest
is shown for each reminder level confirmed except reminder level zero (0). The
reminders are printed by using the print options defined in the reminder templates.
This includes also the reminder report and report layout. If a reminder fee
is specified in the reminder template, the fee is printed in the reminder according
to the highest reminder level printed in the reminder. You can also specify
the values for the substitution variables Payments Deadline and Payments Included
Until to be printed in the reminder text. The creation of the reminder printouts
can be executed online or as a background job. The reminder proposal is deleted automatically
when Print Reminder is executed.
When the print reminder is executed the reminder(s) will
be sent depending on the information connected to the AR Customer Contact and
Output Media; Printout, Email, Mail to Fax and XML. If you select the
Batch Printout option the report will collect all reminders within the
same Output Media, Language and reminder template and have it printed on the
the same PDF. The sort by function can be used to sort the reminders in batches
either by Customer ID or AR Contact.
Prerequisites
A reminder proposal must have been confirmed before it can be printed.
The following prerequisites should be met in order to send reminders using
output media:
- IFS/Print Server and IFS/Connect has to be installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- If the reminder for a regular customer should be sent as an Email, select
E-mail from the Communication Method field in the Customer/Comm
Method tab and specify the receiver's e-mail address in the Value
field for the respective customer. The customer AR Customer Contact
should be entered using list of values in the Customer/Payment
tab. And also select E-mail as the output media type from
the Customer/Payment tab. For a one-time customer, the output
medium E-Mail together with communication method E-Mail and
an E-Mail address must be connected to the address ID of the reminder
recipient. This can be set in the one-time specific information connected
to the invoice(s).
- If the reminder for a regular customer should be sent using Mail to
Fax, select Fax Server from the Communication Method filed
in the Company/Comm Method tab and specify the fax server
in the Value field for the company. In the Customer/Comm
method tab fax should be selected as communication method and the receiver's
fax number should be specified in the Value field for the respective
customer. The customer AR Customer Contact should be entered using
list of values in the Customer/Payment tab. And in the
Customer/Payment tab select Mail to Fax as the output
media type. For a one-time customer, the output medium Mail To Fax
together with communication method Fax and a Fax address must
be connected to the address ID of the reminder recipient. This can be set
in the one-time specific information connected to the invoice(s).
- If the reminder for a regular customer should be sent as an XML file,
in the Customer/Comm Method tab a communication method and
a corresponding Value for the communication method should be added.
The customer AR Customer Contact should be entered using list of
values in the Customer/Payment tab. And in the Customer/Payment
tab select XML as the output media type. For a one-time customer,
the output medium XML together with AR Customer Contact information
must be connected to the address ID of the reminder recipient. This can
be set in the one-time specific information connected to the invoice(s).
System Effects
When a reminder is printed:
- The invoice installment in Reminder/Interest Info
per Customer Invoice is updated with a new reminder date and reminder
level.
- Statistical information about the reminder proposal and reminders are
created to be viewed in Customer Reminder History
and Customer Reminder Analysis. Only reminder items which
were printed as due are included to the statistical information.
If Batch Print out is selected in the Print Reminder option:
- The batch printout on reminders connected to the output media type
Email and Mail to Fax will be individual printouts.
- The output media Printout and XML will be included in
the same printout depending on the output media, language and reminder template.