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 check box 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 check
box 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 dialog box:
- 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.
Window
Customer Reminder Proposals
Related Window Descriptions
Customer Reminder Proposals
Order Reminder Report dialog box
Procedure
To print payment reminders:
- Open
Customer Reminder Proposals window.
- Select the proposal for which the reminders should
be printed. Right-click and click Print Reminder to open Order
Reminder Report dialog box.
- The Reminder Print Date displays by default
the reminder date of the proposal. The reminder print date can be changed
and is only printed in the reminder. The new reminder date of the
installment in Reminder/Interest Info per Customer Invoice is updated with
the reminder date of the proposal.
- Enter a date in Payment Deadline if in the
reminder printout the substitution variable <PD> of the reminder text should
be replaced with this date.
- Enter a date in Payments Included Until if
in the reminder printout the substitution variable <PI> of the reminder text
should be replaced with this date.
- Select the Batch Printout check box if you want to print the
reminders as a batch. And select Recipient ID or AR Contact
using the Sort By List if you want to sort the printouts.
- Select the check box Run In Background if
the printouts should be created with a background job.
- Click
OK to complete the operation.