Cancel Reminder per Proposal

Explanation

This activity is used to cancel all reminders which were printed or sent by a specific customer reminder proposal. The cancellation of a reminder sets back the reminder level and last reminder date of the invoice installments to the values before the reminder was printed. This information can be viewed using the Reminder/Interest Info per Customer Invoice window. Only the latest reminder of an invoice installment can be cancelled. You can also cancel reminders for a reminder proposal although reminders of one or more recipients have been already cancelled. Cancelled reminders will be then ignored. After a reminder has been cancelled the due items can be reminded again with the same reminder level.

Prerequisites

Reminders must have been printed or sent to a recipient. There should be at least one recipient in the reminder history of the reminder proposal for which the reminder has not 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 Cancelled check box will be selected in the Reminder History Details window if a reminder has been cancelled for a recipient. Also the previously reminded items will be indicated as cancelled in the Invoices per Reminder window and will be updated with dated along with the user who cancelled the reminders.
• Cancelled reminders are no longer displayed in Customer Reminder Analysis window.

Window

Customer Reminder History

Related Window Descriptions

Cancel Reminder
Customer Reminder History

Procedure

1. Open the Customer Reminder History window.
2. Select the reminder proposal that needs to be cancelled.
3. Right-click and click Cancel Reminder to open the Cancel Reminder dialog box.
4. The Proposal ID of the reminder proposal is displayed for which the reminders should be cancelled.
5. Select the Run in Background check box, if the cancellation should be performed in the background.
6. Click Ok to cancel the reminder or click Cancel to close the dialog box.