Create Reminder Proposal
Explanation
This activity is used to create a reminder proposal. This involves specifying criteria for
selecting invoices to be included in the reminder proposal e.g. currency and reminder template, and general data
such as the reminder date. You can open/enter a new proposal even if another proposal exists. However, the same
invoice or prepayment will not be loaded in more than one proposal at the same time. A proposal can be created only
if at least one invoice is due for payment per the reminder date, i.e. per agreed terms of payment. Apart from the
general selection criteria of the proposal and the proposal options, the reminder template on each invoice
installment controls also whether the installment is loaded into the proposal. The include parameters and the
reminder levels of the template are the decisive criteria to load the due item into the proposal. In addition the
exclude parameters of the reminder template are used to load due items into the proposal with status
Excluded in order to avoid to print reminders automatically for certain invoices, prepayments or payer. The
reminder proposal calculates accrued interest on each invoice per the interest template if this option is also
selected in the reminder template.
Reminder proposals can be created online or as a background job. You can also schedule a task to
create reminder proposals at regular intervals automatically. A substitution variable can be selected for the
reminder date which is replaced with a real date when the scheduled task creates a new reminder proposal.
To create a reminder proposal:
- Open Customer Reminder Proposals page.
- Use command button and click Create Proposal to open the Create Reminder Proposal dialog.
- Select the Substitution Variable option in Date/Substitution Variable group option if the reminder
date should be set according to the selected substitution variable at the time the proposal is created. Select a
substitution variable for the Reminder Date field.
- Open the Selections tab.
- The Template ID field by default displays the default AR selection template. Change the Template ID to
use another AR selection template or select a template using the List of Values if necessary.
- Click New and select a value for the Selection Object ID field using the List of Values if the
selection object to be used is not displayed. The description for the Selection Object Description field
will be automatically displayed.
- Select an operator from the Operator list for each selection object.
- Enter a value in From Value for the selection object which should be used as a selection
criterion.
- If you have selected the operator Between then enter a value each for From Value and To
Value fields.
- The Values Exist option will be selected, if you have selected the Incl Specific Values or
Excl Specific Values operator .
- Use command button and select the Define Includes/Excludes Values option and select any items from
Define Includes/Excludes option.
- Select the Options tab window.
- Select with the Advance/Prepayment Invoices list whether Advance/Prepayment Invoices should be
included or excluded or if only those items should be loaded into the reminder proposal.
- Select the Exclude Advance Payments option if you want to exclude all the advance payments from the
proposal.
- Select the Run In Background option if you want to create the reminder proposal as a background
job.
- Click Ok to create the proposal online or click Schedule to create a scheduled task to be
executed at a later time or in a regular interval in the background.
Prerequisites
In order to perform this activity, at least one customer invoice that is due for payment must exist.
System Effects
As a result of this entry, a reminder proposal is created. The status of the reminder proposal will be
Created.