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Creating individual reminder routines for specific debtors enables you to optimize the handling of invoices due for payment and the issuing and distribution of reminders.
The reminder proposal functionality allows you to handle all details related to reminder routines in an easy way. You are also able to split proposals by, e.g. internal organisation or customer-related identifications. Most information driving a reminder routine is contained in the reminder rule which must be set up first and assigned to the debtor.
This panel presents an overview of all existing reminder proposals, including non-active proposals and those that have been updated and saved.
The Authority control (SECUR) is active for this routine. Make sure you have sufficient authority to perform the set-up procedures, or contact your System Administrator.
Options
Note: Multiple proposals may be selected for the options. In that case, the options are processed one by one consecutively.
| Change |
Note: This option cannot be used to change the selection criteria defined for a proposal. If necessary, you would have to delete the proposal and create a new one.
Select this option to:
- change the description of a proposal,
- view debtor and reminder details for a proposal,
- inactivate or activate a reminder,
- drill down to access detailed information of the documents included in a proposal and obtain the possibility to inactivate or activate documents,
- drill across to the A/R transactions enquiry and A/R credit info enquiry.
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| Display |
Select this option to:
- display debtor and reminder details for a proposal,
- drill down to display detailed information of the documents included in a proposal,
- drill across to the A/R transactions enquiry and A/R credit info enquiry.
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| Original selection |
Select this option to view the selection criteria and specification values entered when the reminder proposal was originally created. Note that once you have created a proposal, the entries cannot be changed. If necessary, you would have to delete the proposal and create a new one. |
| Print control list |
Select this option to print a control list in order to analyse the reminder proposal. You can print a complete or partial list as many times as you wish. The entered selection criteria and specification values are saved in the Template file and defaulted the next time you want to print a control list. Also note, that printing a control list does not change the proposal status. |
| Print reminders |
Select this option to make selections and print reminders included in the proposal. You can print a complete or partial proposal. The entered selection criteria and specification values are saved in the Template file and defaulted the next time you access the proposal. |
| Update |
Select this option to update the A/R and save all active reminders in the system. All reminders included in the proposal must been printed or sent electronically before update. Multiple proposals can be selected for update. |
Selection fields
The selection fields on this panel can be used separately or in combination with each other. If several fields exist on your panel, then the first field is always a positioning field.
The following selection types exist in tables, enquiries and files:
- Positioning
Used to display the sequential list, starting with the character or value that you have entered.
If only one positioning field exists on your panel, then it can be used in two ways. If you enter part of the value/code, the field will function as a positioning field. If you enter a complete value/code, the field will function as a direct access to that record.
Note: 'Work with' programs never give you a direct access.
- Exact match
Used to narrow down the number of records in a list. Only records that are equal to the value you have entered will be displayed.
- Search
Used to find a specific record in a list. Enter a search argument consisting of one or several characters. All records that hold the search argument that you have entered will be displayed.
Note: This selection type is primarily used for description-related fields (free text fields combining upper and lower case letters).
- Proposal no
- Displays the number of the reminder proposal. The number is automatically retrieved from Work with number series and cannot be changed.
- Status
- Displays the status of the reminder proposal.
The following reminder proposal statuses apply:
- Creation date
- Displays the date when the reminder proposal was created. The date is automatically retrieved and cannot be changed.
- Rem
- Displays the number of active reminders included in the proposal, i.e. reminders with status 0.
A reminder can have one of the following statuses:
- Last user
- Displays the user ID of the last person who accessed the proposal.
- Selection date
- Only shown if this column has been activated through the Edit columns feature. Displays the date that was used for selection of documents at proposal creation.
- Created by user
- Only shown if this column has been activated through the Edit columns feature. Displays the user ID of the person who originally created the proposal.
- Number of reminders
- Only shown if this column has been activated through the Edit columns feature. Displays the total number of reminders included in the proposal independent of the proposal’s reminder status.
- Number of due docs
- Only shown if this column has been activated through the Edit columns feature. Displays the total number of due documents gathered in all reminders that are included in the proposal, independent of the proposal’s reminder status.
Work with A/R reminder proposals, Deletion (FKR43008)
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Note: The proposal and all reminders, independent of status, included in the proposal will be deleted.