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:

1. Open Reminder Templates window.
2. Query for the reminder template for which you want to create reminder layout.
3. Chose the Print Options tab.
4. Right-click and click Reminder Layouts.
5. Click on New.
6. Enter layout ID and a description for the reminder layout.
7. 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.
8. Enter a report layout name or select it from the List of Values.
9. Select the Default check box if you want this reminder layout to be displayed by default when a new reminder template is created.
10. Click Save.
11. Return to Reminder Templates, Print Options tab.
12. Enter the layout ID  for the new reminder layout.
13. Click Save.