Setup >  A/P-A/R accounting >  Reminders >  Reminder texts  

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Use this function to create and amend the text of reminder letters that you send to customers to remind them about overdue debts or items on their accounts. You design the letters. Each letter consists of a detail section and a footer. You can create different severities of letter with Level 1 representing the least severely worded letter and each subsequent level a more severely worded letter.

To categorize the letters you can base them on the recipient's language, a reminder group, the type of reminder and the reminder level.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

 For reminders letters of type 'By mail' you must enter your text directly into the screen editor. Do not type your text into the source (html) editor.

Entry screen

Fields

The following fields are present on this tab :

Block number 1

Code controlled in the language table making it possible to define the language of a business partner.

Used to associate the reminder text to a reminder group (itself associated with a set of customers).

There are two specific cases:

  • the case where a reminder group is not associated with a text,
  • or the case where a reminder group is associated with texts of a different type from the type to be applied (different or not parameterized),

the software uses the reminder text without group whose reminder type corresponds to the one that is looked for.
  • Reminder type (field TYPTXT)

Default reminder type initialized according to the reminder type of the associated group.

  • Reminder level (field LEVFUP)

Reminder level

Header text

  • field TXT1

 

Footer text

  • field TXT2

 

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Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation