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Create Reminders Batch Job

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Creates reminders for customers with outstanding balances. You must specify a document date to be used in the batch job.

The batch job uses information from the customer card to determine the relevant terms for the reminder. The batch job uses the reminder terms code and the fin. charge terms code assigned to the customer to determine the following for the reminder:

  • due date of the reminder

  • interest rates, if any

  • whether to include additional fees

  • whether to use any predefined text

  • whether to calculate interest

  • whether to post interest and additional fees

The reminder terms can be broken down further into levels, which provide the flexibility of using different terms on reminders depending on whether the reminder is the first, second or third notice to the customer.

When you run the batch job, the Grace Period field in the Reminder Level table determines when first and subsequent reminders will be suggested.

The batch job checks open customer ledger entries to determine if any payments are overdue. If the batch job finds one open customer ledger entry that has not been paid on time, it will insert all open customer ledger entries on the reminder lines (even if the entries are not yet due for payment).

Important

The batch job only inserts customer ledger entries that are in the currency represented by the currency code on the reminder header. The batch job creates one reminder per currency for which there is overdue customer ledger entries.

If you choose to calculate interest on reminders, and if the Interest Calculation field in the Finance Charge Terms table contains the option Closed Entries, the batch job will also calculate interest on the closed portion (paid amount) of open entries.

If you place a check in the Only Entries with Overdue Amounts field on the Options FastTab, the batch job will insert only open customer ledger entries for which payment is overdue.

You can define what is included in the batch job by setting filters. You can also determine how the batch job is executed by filling in the fields on the Options FastTab. Fill in the fields as follows:

Options

Posting Date: Enter the date that will appear as the posting date on the header of the reminder created by the batch job.

Document Date: Enter the date that will appear as the document date on the header of the reminder created by the batch job. This date is used for any interest calculations and to determine the due date of the reminder.

Only Entries with Overdue Amounts: Insert a check mark in this field if you want the batch job to insert only open customer entries with a due date earlier than the document date you indicated in the field above.

Include Entries On Hold: Insert a check mark in this field if you want the reminders to include a list of open entries that are on hold. If the field does not contain a check mark, entries that are on hold are not included on reminders. If the field contains a check mark, open entries on hold are listed at the bottom of the reminder. All open entries on hold (due as well as undue) will be listed.

Use Header Level: Insert a check mark in this field if you want the batch job to apply the condition of the reminder level to all the reminder lines.

Tip

For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.