Analyze Customer Reminder

Explanation

Use this activity to display statistical data about reminder proposals for which reminders have been printed or sent by email, fax or XML file. The analysis window allows you to query for reminders independent of the proposal ID and to display totals of reminded amounts, reminder fees and accrued interest with different groupings. The selection of reminder is performed on the reminded item which is the bottom level of the 3-level reminder statistic. The zoom-in dialog has options to group and summarize the result of queried reminders. The total amounts in the analysis windows are displayed in accounting currency. If you select check box Currency in the Zoom-In dialog, the analysis window will display the reminder totals per invoice currency. Cancelled reminder items are not included in the reminder totals.

Note: Since an invoice can be reminded in several levels, it is included in the analysis as many times as it was reminded. The amounts and number of items includes all levels of a reminded item. For example, if an invoice is reminded for level 1, 2 and 3, the number of items will be displayed with 3. Select the check box Reminder Level in order to display the analysis result per reminder level.

Prerequisites

This activity requires that reminders have been printed or sent to a reminder recipient by E-mail, fax or using an XML file. The reminders must not have been cancelled.

System Effects

As a result of this activity the selected information will be displayed.

Window

Customer Reminder Analysis

Related Window Descriptions

Customer Reminder Analysis

Procedure

To view customer reminder analysis per reminder recipient and reminder level:

  1. Open the Customer Reminder Analysis window.
  2. Search and query for the statistical reminder information that you want.
  3. Open the Zoom-in dialog box  if you want to group and summarize the reminder data. For e.g. select the  Recipient and Reminder Level check boxes.
  4. Click Ok. The totals per reminder recipient and reminder level will be displayed.

To view customer reminder analysis with Zoom-In

  1. Open Customer Reminder Analysis window.
  2. Search and query for the statistical reminder information that you want, e.g. select a country.
  3. Open the Zoom-in dialog box  if you want to group and summarize the reminder data. For e.g. select the Recipient and Reminder Level check boxes.
  4. Click Ok. The totals per reminder recipient and reminder level are displayed for the selected country.
  5. Open the Zoom-in dialog box to select the necessary parameters. For e.g. select the Reminder Date check box.
  6. Click Ok. The total amounts per reminder recipient, reminder level and reminder date for the selected country will be displayed.