Difference between revisions of "Accounting Finance:Reminders-Customer Collections"
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[[File:Reminders2.png|500px]] |
[[File:Reminders2.png|500px]] |
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| − | *Single-click a reminder note and press '''Enter''' |
+ | *Single-click a reminder note and press '''Enter''' or Double-click a reminder note to view details |
[[File:Reminders3.png|500px]] |
[[File:Reminders3.png|500px]] |
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*Single-click a document and press '''Enter''' to change status from 'Active' to 'Inactive' and vice versa |
*Single-click a document and press '''Enter''' to change status from 'Active' to 'Inactive' and vice versa |
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| − | **Press '''F10''' to activate all transactions |
+ | ''**Press '''F10''' to activate all transactions |
| − | **Press '''F11''' to inactivate all transactions ''NOTE: the system recalculates the total reminder amount as you change document status'' |
+ | **Press '''F11''' to inactivate all transactions ''NOTE: the system recalculates the total reminder amount as you change document status'''' |
| + | * |
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**Press '''F12''' to move back to previous screen(Reminder Note selection) |
**Press '''F12''' to move back to previous screen(Reminder Note selection) |
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| − | *Press '''F3''' in order to move to start printing and updating procedures |
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| + | ==Creating a New Proposal== |
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| − | [[File:Reminders4.png|500px]] |
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| − | * |
+ | *Click '''Delete proposal''' → Press '''Enter''' → '''Selection''' |
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| − | [[File:Reminders5.png|500px]] |
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| − | |||
| − | *Check '''Print/Update''' box → Press '''Enter''' |
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| − | ''The system automatically updates the other fields when you create a proposal'' |
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| − | |||
| − | [[File:Reminders6.png|500px]] |
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| − | |||
| − | *Change Printer queue to '''LP05''' → Press '''Enter''' |
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| − | |||
| − | [[File:Reminders7.png|500px]] |
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| − | |||
| − | *Click '''Delete proposal''' → Press '''Enter''' |
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''The system automatically updates the other fields when you create a proposal'' |
''The system automatically updates the other fields when you create a proposal'' |
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Revision as of 12:12, 5 April 2017
Overview
A reminder is a document sent to the debtor to inform them of their outstanding debt. There are 3 stages of issuing a reminder:
- The system makes a proposal of reminders to issue according to your selections. You can print a control list to show the proposal
- You make changes and print new control lists until you are satisfied with your proposal
- You print the reminders in the debtor’s language. The system updates the reminder degree on the invoices in the Accounts Receivable.
Create Reminder Proposal
- Go to ASW Fastpath → Cash Management → Credit Management Tasks → Work with Reminders
- Click Selection and press enter (Note: When no proposal exists, choose Selection. If Selection is greyed out and a new proposal needs to be started, check the Delete proposal box and press Enter)
- The system automatically updates the other fields when you create a proposal
Proposal Selection
- Enter the selection parameters (optional) (Note: if the due date + reminder grace days are greater than the calculation date a customer will be selected)
- Press Enter
- Press F5 to refresh
- Click Maintenance and press Enter
Proposal Maintenance
- Single-click a reminder note and press Enter or Double-click a reminder note to view details
- Single-click a document and press Enter to change status from 'Active' to 'Inactive' and vice versa
**Press F10 to activate all transactions
- Press F11' to inactivate all transactions NOTE: the system recalculates the total reminder amount as you change document status'
-
- Press F12 to move back to previous screen(Reminder Note selection)
Creating a New Proposal
- Click Delete proposal → Press Enter → Selection
The system automatically updates the other fields when you create a proposal