Cancel Reminder per Reminder Recipient

Explanation

This activity is used to cancel a reminder sent to a specific recipient. If the reminder is cancelled, the reminder level and the last reminder date of the invoice installment will be reversed back to its original state. I.e. The original state of the reminder at the time it was printed or sent.  This information will be displayed in the Reminder/Interest Info per Customer Invoice window. Only the latest reminder of an invoice installment can be cancelled. After a reminder has been cancelled for a set of invoices for a given recipient you can send a reminder again to the same recipient using the previously cancelled reminder level if necessary. The due items of the recipient can be reminded again with the same reminder level.

Prerequisites

The reminder must have been printed or sent to the recipient. The reminder must not have been cancelled.

System Effects

• The reminder level and last reminder date are set back per invoice installment to the level and date before the reminders were printed or sent to the recipient.
• The reminder of the recipient in Reminder History Details window will be marked as cancelled. Also the previously reminded items are indicated as cancelled in Invoices per Reminder window and updated with date and user who cancelled the reminder.
• The cancelled reminder is no longer displayed in Customer Reminder Analysis window.

Window

Customer Reminder History

Related Window Descriptions

Cancel Reminder
Customer Reminder History
Reminder History Details

Procedure

1. Open the Customer Reminder History window.
2. Select the reminder proposal that includes the reminder which should be cancelled.
3. Right-click and click Reminder History Details to open the Reminder History Details window.
4. Select the recipient for which the reminder should be cancelled.
5. Right-click and click Cancel Reminder to open the Cancel Reminder dialog box. The Proposal ID of the reminder proposal and the Recipient ID and name are displayed for which the reminder should be cancelled.
6. Select the check box Run in Background, if the cancellation should be performed in the background.
7. Click OK to cancel the reminder or click Cancel to close the dialog without further action.