DC1 Help Centre 12.0

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Before you can create a reminder proposal to be used for reminder issuing, you need to define a rule and assign it to the applicable debtor. The reminder rule controls the whole reminder routine for the debtor, such as how many reminders can be sent, when they should be sent, etc. The following describes the order in which you should enter the requested rule parameters.

Select the Work with reminder texts menu item.
On the main panel, click Add.
You access the detail panel. First you need to specify the reminder text that should be written on each reminder. In order to identify the text, you create a code to which you connect the text. Complete the following fields:

Reminder text code: Enter a code to identify the text that should be printed on the reminder to which you attach this code.

Description: Enter a description of the reminder text code.

Click OK.

You access Edit text, Reminder texts. On this panel you have the following options:

You can specify the text that should be printed on the reminder. The text should reflect the severity of the reminder degree. See step 5 below.
You can set up text sets to either translate the same text into several languages, or use different text for different rules and degrees. See Text sets for details.
You can enter variables to automatically retrieve corresponding system values into the reminder text during printout. See Reminder text variables for details.

For more details about the options, see the Panel help. A general description of the Text Editor is found in About working with texts in the Text Editor.

Enter the applicable reminder text and click OK to continue adding more text codes. Note: It is important that you have decided beforehand how many degrees should be allowed for this debtor and also how the reminder text should reflect their severities, in order for you to know how many text codes you need to create. Click Back to exit the routine when you are ready.

What to do next?
When you have created the number of text codes you need and produced the connected texts, then you define the reminder rule:

Select the Work with reminder rules & degrees menu item.
On the main panel, click Add.
You access the detail panel. Complete the following fields:

Reminder rule: Enter a code to identify the reminder rule.

Description: Enter a description of the rule.

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. A maximum of nine degrees is allowed.

Reminder stop code: Enter 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: Any changes made to a document in the Working with 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, 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.

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 method (specified in the Method field below) are used to calculate how to treat the days between reminders.

Method: Enter a code to control which last reminder date should be used when selecting documents for a reminder proposal. Note: See section Days between reminders for a complete description of the available methods.

Grace days: Enter the number of days after due date allowed to pass before the first reminder is sent out.

For more details about other fields, see the Panel help.

Click OK.

You access Work with reminder degrees. The system has automatically created one record per number of degrees (which you specified in Highest degree in the previous step) indicating the maximum number of reminders allowed to be sent for this reminder rule. For each degree, you attach the applicable text code with the connected text created in the previous steps:
Select the first degree and click Change.
You access the detail panel. Complete the following fields:

Description: The description from the reminder rule is defaulted, but can be changed.

Reminder header: Optionally, enter the text that should be written in the header of the reminder that is issued from this rule and degree, if you want it to be different from the standard text header which is pre-defined in the PRTF/DSPF translation file. The text can be maintained and translated. This makes it possible to have different header text on a reminder depending on the rule and degree.

Reminder text code: Enter the code that represents the text that should be printed on all reminders issued with the selected degree.

Alert message: Indicate if an alert message should be sent at update of proposal when this degree is reached.

Click OK.

Select the next degree in the reminder rule and attach the applicable text code according to the previous steps. When you have finished all degrees, exit the routine.

What to do next?
You have defined a reminder rule which will control the reminder routine for the debtor. Now you need to assign it to the applicable debtor. See Assign a reminder rule to a debtor for instructions.