Update Reminder Template in Invoices per Customer
Explanation
This activity is used to update the reminder template in invoices for a customer.
When the reminder template for the customer is changed, the existing invoices
can be updated using the new reminder template of the customer at the same time.
You can update the reminder/interest info when the modified customer information
is saved.
You can either perform the update of reminder templates in invoices directly
when the customer data are saved (procedure A) or separately with command button
option in this page Customer/Payment.
To perform the update when customer data are saved:
- Open Customer page and click on the Payment
tab.
- Enter in Reminder Template another template ID or select another
template ID from the list of values.
- Click Save.The
Customer will be saved with a new reminder
template ID.
- An Information message will be raised, whether you want to update reminder/interest
info of invoice installments with the new reminder template. Click Yes,
if you want to proceed or click No if you don't want to update.
- An information message will be displayed with the updated number of
reminder/interest info.
To perform the update using the command option:
- Open Customer page and click on the Payment
tab.
- Use command button and click Update Reminder/Interest Info with Reminder
Template to open .
- An information message is raised, whether you want to update reminder/interest
info of invoice installments. Click Yes, if you want to proceed or
click No if you don't want to update.
- An information message will be displayed with the updated number of
reminder/interest info.
Prerequisites
Unpaid or partially paid invoices must exist for the customer.
System Effects
The reminder/interest info of unpaid and partially paid invoices are updated
with the new reminder template of the customer. When a customer reminder proposal
is created, the invoice is loaded into the proposal based on the reminder template
updated in reminder/interest info of the invoice.