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:

1. Open Customer Reminder Proposals window.
2. Select the proposal for which the reminders should be printed. Right-click and click Print Reminder to open Order Reminder Report dialog box.
3. 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.
4. 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.
5. 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.
6. 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.
7. Select the check box Run In Background if the printouts should be created with a background job.
8. Click OK to complete the operation.