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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 |
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