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  13. Maintain a reminder proposal

Maintain a reminder proposal

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You can do the following with a proposal after creation:

  • Inactivate/activate reminders within a proposal.
  • Inactivate/activate documents included in a reminder.
  • You can at any time change a proposal’s description, but should you need to change anything else, then you would have to delete the proposal and create a new one.
  1. Select the Work with A/R reminder proposals menu item.
  2. On the Overview panel, select the proposal you want to maintain and click Change.
  3. You access the All reminders detail panel with all reminders that are included in the selected proposal. You have the following options:
    • Select a reminder and click Documents to view the documents that have been retrieved and connected to the reminder.
    • Select an active reminder and click Inactivate to make the reminder inactive.
    • Select an inactive reminder and click Activate to make the reminder active again.
    • Select a reminder and click A/R trans enq or A/R credit info to drill down to A/R transaction enquiry and A/R credit information details.
    • Click Change sequence to specify what information you want to be the main sequence which will be presented in the first column of the panel. Debtor and currency information is the default ascending sort order.

    Here, select a reminder and click Documents.

  4. You access the All documents detail panel showing all the documents that are related to the selected reminder. You have the following options:
    • Click Shift amounts to toggle between Remaining amounts/Original amounts/Reminder amounts due. The panel subheading differs accordingly.
    • Select an active document and click Inactivate to make the document inactive.
    • Select an inactive document and click Activate to make the document active again. Note: You cannot activate a document that is inactivated due to a stop code. The stop code must be removed from the document first. And, if the reminder is inactive, you cannot activate or inactivate an included document.
    • Select a document and click A/R trans enq to drill down to A/R transaction enquiry details.
    • Click Change sequence to specify the order in which you want the documents to be presented on the panel. The default sort sequence is on days in descending order plus on document type and document number.

    Click OK and exit the routine.

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