Enter or Modify Reminder Templates
Explanation
This activity is used to enter reminder templates via the
Reminder Templates page. All customers entered
should be linked to a reminder template. Reminder templates are used for creating
reminders on outstanding balances. When a customer is entered for the first
time, a default template is provided. Only one template can be the default template,
but it can be replaced by another. When a new customer invoice is entered, the
reminder template entered for the customer is automatically linked to the invoice.
Changing a reminder template does not change individual invoices previously
entered. If there is a need to update reminder template for open invoices, the
function can be used in Customer/Payment page. Use the reminder
template you define instructions on how open items are loaded into the reminder
proposal. You can connect up to 99 reminder levels with associated text to a
single reminder template. You can select several print options to meet specific
needs regarding content and structure of the reminder printout.
- Fill in the number of days in the Accepted Delay field.
The Create Reminder toggle is enabled automatically.
- Enable Invoices Not Due if these are to be included
in the reminder. Enable Customer Credit Items if credit
invoices are to be included. Enable Invoices Reached Highest Reminder
Level if you want to include all invoices that has reached the highest
number of reminder levels of the reminder template. Enable Accrued
Interest if accrued interest is to be shown.
- Enter a threshold in Installment Amount Due below in Accounting
Currency, if an open item with amount due less than the threshold
shall be loaded into the proposal with status Excluded. If you leave this
field empty, Installment Amount Due below will not be checked when a reminder
proposal is created.
- Enter a threshold in Reminder Amount Due below in Accounting
Currency, if a payer with total amount due per currency and reminder
template less than the threshold shall be loaded into the reminder proposal
with status Excluded. If you leave this field empty, Reminder Amount Due
below will not be checked when a reminder proposal is created.
- Click on the New button in Reminder Levels section.
Enter a Title and Min Days to Next Reminder. Note that level 0 is given
automatically when the system is entered. The level is set by the system
in chronological order, depending on how many reminders are to be included
in the reminder template.
- Using Set Collection Level command button, specify which customer
shall be loaded into the reminder proposal with status Excluded for
that level. If the collection level has been reached for this particular
customer, the company can initiate a debt collection routine
.
- If Collection Level is enabled, specify Customer from
the Collection Identity drop down-list available in
Exclide from Reminder Proposal section, in order to activate the
check for that collection level.
- Specify the Layout ID to be used when printing reminders
from the drop-down menu from the Print Options section.
If one of the existing Reminder Layouts is indicated as default, it is displayed
by default.
- Enable the Print AR Contact Data, if the payer's AR
Contact with Name, Phone, Fax and Email should be printed in the reminder
report. If no AR Contact is defined for the payer then AR contact selected
as default in AR Contact page is printed in the reminder.
- Enable Print Notes if the notes of the invoice, credit
item, payment on account, payment in advance or difference item should be
printed in the reminder.
- Enable Text of Highest Level Only if only the reminder
text for the highest reminder level should be printed. The reminder text
of a lower level will not be printed in the reminder report and the
actual reminder level of the reminded item is printed in the report line.
- Enable Consider Credit Items for Reminder Text and Fee if you
want to print the reminder text and reminder fee of a lower level when credit
items are included in the reminder for the payer. The debit items of the
highest reminder level are deducted first by the credit items to lower the
reminder level to be used to print reminder text and fee. This is available
only if you enable Customer Credit Items.
Prerequisites
The entry of a reminder template requires that IFS/Payment is installed.
A new template can be entered at anytime.
System Effects
As a result of this entry, a new reminder templates can be used for sending
reminders for outstanding customer invoices and balances. When a new reminder
proposal is created, the due open items connected to the reminder template will
be loaded into the reminder proposal according to the parameter specified in
the reminder template. The reminder is printed with content and structure as
defined in the print options.