A reminder proposal is created based on the reminder rule and reflects the debtor’s overdue payments situation at the time of creation. Once you have printed and sent all reminders and updated the proposal, then the proposal is completed and no longer maintainable. To monitor the same debtor’s overdue situation later, you have to create a new proposal.
- Select the Work with A/R reminder proposals menu item.
- You access Work with A/R reminder proposals, Overview. The Overview panel is the main reminder proposal panel. It contains the A/R reminder proposal file in which all created proposals are stored. From this panel you perform most of the tasks in this routine.
- You access the first Add proposal panel. On this panel, you can select on several parameters which control debtor and reminder conditions. For detailed information about the different selection panels in this routine, see the Panel help. Click Next.
- You access the second Add proposal panel. On this panel you can further select on parameters that control the selection of documents that should be included in reminders that are to be issued from the proposal you are creating.
- Selection date
- Today’s date is defaulted, but can be changed. The date in this field is used to determine which document should be considered as due and selected for the proposal. See Date handling in the reminder routine for more information.
- Highest degree
- Set to YES to only include reminders that have reached the highest degree according to the applied reminder rule. Set to NO to only include reminders which have not reached the highest degree. If you leave the field blank, then all reminders are included in the proposal.
- Negative reminders
- NO is defaulted indicating that only reminders with either a zero or a positive total amount should be included. Set to YES to only include reminders with a negative total amount. If you leave the field blank, then all reminders are included in the proposal. If negative reminders are included, then they are created as inactive.
- Note: The minimum total remaining amount limit set up for reminders in Work with currencies will be considered only for positive reminders. Reminders below the limit are created as inactive.
- Incl non-due doc
- Indicate if documents which did not pass the due date should be included in the reminder proposal as well. If non-due documents are included, then documents that are due, but within grace days limit, will be selected and included in the reminder total.
- Print control list
- Indicate if you want to print a control list of the reminder proposal you are creating. See the Panel help for a description of the options that exist for printing a control list and what the differences are. Note: Printing a control list will not change the proposal status.
You create a reminder proposal by entering selection criteria and specification values on two subsequent panels. Click Add.
In the Specification section of this panel, by completing the following fields, you are able to control other aspects of the reminder proposal creation:
In the bottom part of the panel, specify the following:
Click OK. The system automatically creates the reminders (i.e. one reminder per debtor/currency combination) and retrieves the documents which are overdue for payment according to your selections and connects them to each applicable reminder included in the proposal. You return to the Overview panel where the reminder proposal is stored. Exit the routine.