Enter or Modify Reminder Layouts
Explanation
This activity is used to enter reminder
layouts. The reminder layout is connected to the layout ID to
the reminder template. In the Reminder Layouts window you
define which technical
report ID and optionally report layout name that can be used for printing
reminders. The following reminder reports (report ID) are available
- REMINDER_ITEMS_REM_REP
- REMINDER_ITEMS_REM2_REP
Prerequisites
- The reminder reports (report ID) and the report layout name must be installed
and defined in Solution Manager/Info Services.
- Contact your system administrator to enter a
report ID other than the reports listed above.
System Effects
The layout ID of Reminder Template/Print Option window
specifies which reminder layout has to be used to print the
reminders for a reminder template. The report ID and report layout name of the
reminder layout is then used to print the reminders when the reminder report is
ordered from Customer Reminder Proposal window.
Window
Reminder Templates
Related Window Descriptions
Reminder Layouts
Reminder Templates
Reminder
Templates/Print Options
Procedure
To enter a reminder layout:
- Open Reminder Templates window.
- Query for the reminder template for which you want to create reminder
layout.
- Chose the Print Options tab.
- Right-click and click Reminder Layouts.
- Click on New.
- Enter layout ID and a description for the reminder layout.
- Enter the technical report in report ID or select from the list of
values. Note: When report ID other than REMINDER_ITEMS_REM_REP and REMINDER_ITEMS_REM2_REP
should be used, the system administrator must be contacted.
- Enter a report layout name or select it from the List of Values.
- Select the Default check box if you want this reminder layout to be
displayed by default when a new reminder template is created.
- Click Save.
- Return to Reminder Templates, Print Options tab.
- Enter the layout ID for the new reminder layout.
- Click Save.