Select Reminder Proposal Options

Explanation

This activity is used to select the options required to create the reminder proposal.  

Prerequisites

This activity has no prerequisites.

System Effects

This activity has no system effects.

Window

Customer Reminder Proposal

Related Window Descriptions

Create Reminder Proposal/Options
Create Reminder Proposal
Customer Reminder Proposal

Procedure

1. Open the Customer Reminder Proposals window.
2. Right click and then click Create Reminder Proposal option and select the Options tab window.
3. If Include is selected from the Advance/Prepayment Invoices list then both advance payment and prepayment invoices will be included in the proposal. If Exclude is selected from the Advance/Prepayment Invoices list then either advance payment or prepayment invoices will be excluded from the proposal. Otherwise if Only is selected from the Advanced/Prepayment Invoices list then only advance invoices or prepayment invoices will be included in the proposal.
4. Select the Exclude Advance Payments check box if you want to exclude all the advance payments from the proposal.
5. Select the Run In Background check box if you want to create the reminder proposal as a background job.