Related topics
- Authority handling in the reminder routine
- Date handling in the reminder routine
- Define a reminder rule
- Processing reminder proposals
Reminder rules form the basis of the A/R reminder proposal functionality. This panel shows the reminder rules that already exist in your system.
Note:
Options
| Degrees | Select this option to work with reminder degrees. |
Selection fields
- Rule
- This column lists the codes which identify the existing reminder rules.
- High
- Displays the highest degree of reminders allowed for the rule.
- Rs
- Displays the reminder stop code defined for the rule, if applicable.
- Int
- Indicates if accrued interest for each invoice should be printed on reminders issued from the rule.
- Betw
- Displays the number of days that must pass, after a reminder has been sent out, before the reminder degree can be updated again for the same document. See Date handling in the reminder routine for further details.
- Method
- Displays a code indicating the method defined for the rule to control which last reminder date should be used when selecting documents for a reminder proposal. See Date handling in the reminder routine for further details.
- Grace
- Displays the number of days after due date allowed to pass before the first reminder is sent out.
Work with reminder rules (FKR42004)
On this panel you establish the parameters that should form the reminder rule.
Note:
Function keys
| Degrees | Work with reminder degrees connected to the rule. In enquiry mode, access the Reminder degrees enquiry to view the connected reminder degrees. |
- Reminder rule
- Enter a code to identify the reminder rule. For existing rules, this code cannot be changed.
- Highest degree
- Enter the highest degree of reminders allowed for this rule. This value indicates the number of reminders that can be sent to a debtor to which the rule is assigned.
- Reminder stop code
- A code from Work with stop codes defining which stop code (reason code why a document is stopped from further processing) should be assigned on the documents that have reached the highest reminder degree at update.
Note that any changes made to a document in the Maintain A/R transactions routine after it has been included in a proposal, or if you enter a stop code on a document in an existing proposal, this will not affect the proposal. However, if you enter a reminder stop code on a document before you create the proposal, then it will not be included.
- Interest
- Indicate if you want the accrued interest for each invoice to be printed on the reminders issued from this rule. The number of overdue days that is printed for each invoice will be the actual number of days from the day after due date (or last interest calculation date) up to the reminder date. But, the interest amount will be, according to the interest calculation used, the interest per started day, week, month, or will be the fixed rate. The interest amount will be printed even if it cannot be invoiced according to the minimum interest amounts stated for the currency in Work with currencies.
- Days between rem
- Enter the number of days that must pass, after a reminder has been sent out, before the reminder degree can be updated again for the same document. This value and the selected reminder method are used to calculate how to treat the days between reminders. See Date handling in the reminder routine for further details.
- Method
- Enter a code to control which last reminder date should be used when selecting documents for a reminder proposal. See Date handling in the reminder routine for further details.
- Grace days
- Enter the number of days after due date allowed to pass before the first reminder is sent out.
Work with reminder rules, Copy (FKR42005)
- Rule
- Displays the reminder rule you selected to copy.
- New rule
- Enter a code to identify the new reminder rule you are creating.