The reminder system allows e-mail, letter of fax messages to be sent to the AR/AP if deliveries are not made, or made after the tolerated time range after the expected date. Reminders are sent in different levels by considering the delayed time.
Level definition should be made for the reminders to be sent to AR/APs when deliveries are delayed. This operation is performed using the "Shipment Reminder Level Determination" option located under the Operations menu of the Purchasing module.
Reminder levels should be defined first in order to perform level determination. Reminder levels for late deliveries and the number of allowed days for each level are recorded using the Reminder Levels option located under the Definitions menu of the System Settings module. Up to 5 reminder levels can be defined.
Reminder levels are defined collectively for selected AR/AP records. Conditions to be applied are specified on the filter lines of the Shipment Reminder Level Determination window.
Filter | Value |
|---|---|
Transaction Date | Group |
AR/AP Code | Group / Range |
AR/AP Aux. Code | Group / Range |
Level | Up to Level 1 / Up to Level 2 / Up to Level 3 / Up to Level 4 / Up to Level 5 |
Method | Next to the Highest Assigned Level / According to Delay Day |
Transaction Date: Indicates the date on which the level was defined.
AR/AP Code and Aux. Code: The filter options used to specify AR/AP records to which reminders will be sent by code and auxiliary code. AR/AP records are selected by defining groups and ranges.
Reminder Levels: Indicates the level of late shipments for which the reminders will be sent. Levels to be processed in level determination are checked and selected.
Method: This filter line is used to specify how the reminder level definition will be done. The method filter line contains the following options.
- Next to the Highest Assigned Level
- According to Delay Day
When Next to the Highest Assigned Level is selected as the method, the level definition is performed for the next level after the last level assigned to the AR/AP.
When According to Delay Day is selected, reminders are defined by days allowed. Payment transactions are scanned, and reminders are sent for payments not performed on due date by processing the number of days specified on reminder levels.