Suggest Reminder Lines Batch Job

On the basis of the information on the reminder header, this batch job checks open customer ledger entries to determine if any payments are overdue. You must specify a document date on the reminder header to be used in the batch job and enter a reminder terms code and a finance charge terms code on the reminder header.

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

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 due for payment yet).

Attention

The batch job first deletes any existing lines in the reminder before inserting the new lines created by running the batch job.

The batch job only inserts customer ledger entries that are in the currency represented by the currency code on the reminder header. If you invoice a customer in more than one currency, you must create a reminder for each currency.

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 mark in the Only Entries with Overdue Amounts field on the Options tab, 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 set additional fields on the Customer and Cust. Ledger Entries tab by clicking the Field field and then clicking the AssistButton that appears to the right of the field. You can also determine how the batch job is executed by filling in the fields on the Options tabs. Fill in the fields as follows:

Reminder

No.: Enter the reminder numbers to be included in the batch job. To see the existing reminder numbers, click the Filter field, and then click the AssistButton that appears to the right of the field.

Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.

Cust. Ledger Entries

Document Type: Select the document type to be included in the batch job. To see the options, click the AssistButton that appears to the right of the field.

Click the up-arrow at the lower left-hand corner of the window to see the result of the filters you have defined for the table.

Options

Only Entries with Overdue Amounts: Place 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 on the reminder header.

Click the OK button to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.