Notification_Function Description

Generate Notifications

The task is available via search: Calculate/Send Notifications.

Options Tab

• Notification Date – OC will automatically add a working date

• Generate notifications (boolean) – set to YES by default

  • If Y – generates a Notification

  • If N – does not generate a Notification

• Send notification emails (boolean) - set to YES by default.

  • If Y – generates emails with Notifications

  • If N – generates Notifications, but without e-mails

• Filter: Customer

  • No. – set the filter for the numbers of customers for whom you want to generate Notifications. If the field is not filled in, a Notification will be generated for all customers who meet the condition

  • Add filter – to generate the report, it is possible to add any other filter to customers for generating the report, for example: Notification Term Code, Legal Subjectivity Code," etc.

• Filter: Financing Contract Header

  • No. – set the filter for the numbers of the contracts for which we want to generate Notifications. If the field is not filled in, a Notification will be generated for all contracts that meet the condition

  • Add filter – To generate the report, it is possible to add any other filter per customer to generate the report, for example: "Framework Agreement Numbers," etc.

• Buttons/Functions

  • Schedule – use this function to set the task to run later

  • OK – The function will start generating Customer Notifications according to the set filters

  • Cancel – Close the Request form for generating the given report

List of generated Notifications

After confirming OK in the dialog box above, Notifications will be generated. We can open the Notifications table via search.

Meaning of the field:

• Entry No.

  • It can have the following values:

    • Blank — only for the line of text (opening or closing)

    • Account – for a reminder fee

    • Customer Ledger Entry – Reminder Item

    • Line fee – if the reminder also contains a line charge

• Contract No.

  • Customer Contract No.

• Contract Line Type

  • The OC will be filled in depending on whether it is an installment or another open receivable

• Contract Line No.

  • The OC will fill it in, depending on which line of the contract it is

• Customer No.

  • The OC will add the customer number

• Customer Name

  • The OC will add the name of the customer

• Customer Entry No.

  • The OC fills in the number of the customer item for which the notification was created

• Amount Including VAT

  • The OC will add the notified amount of the receivable, including VAT

• Currency Code

  • Is the currency in which the customer's entries exist

• Contract Line Notified

  • Flag that the notification was made before the payment above the financing contract line was posted (the notification is no longer performed after the payment is posted)

• Cancelled on change

  • If there is a change in the Customer Number, Due Date or the amount of the receivable (e.g. when cancelling an installment and posting a new one), the original notification is marked with this flag and a new notification is generated according to the valid data.

• Maturity date

  • Due date of the item/payment at the time of creation of the notification

• E-mail Addresses Used

  • List of e-mail addresses to which the notification was sent

• Notification Date

  • Date when the notification was created and is to be sent

• Notification Period

  • Number of days before the due date the notification is sent

  • The information is added from the Notification Conditions.

• Notification Term Code

  • Notification term code that was used to notify the receivable/installment to the contract

• Sent

  • Flag whether the notification has been sent

• Date Sent

  • The date the notification was sent

• Time Sent

  • Time when the notification was sent

Sending a Notification

If you check the Send Notification emails boolean in the task: Calculate/Send Notifications, Notifications will be automatically sent to all clients who meet the conditions of the Notification.

Notification e-mail

The notification e-mail is sent to the e-mail addresses that have been filled in on the Contact of the Person type for the given customer and have set up the corresponding Job Responsibility. If this Job Responsibility is not entered on the Contact of the Person type for the given customer, the Notification will be sent to the e-mail address specified on the Customer Contact Card in the Communication tab.

Open

E-mail attachment

Open

Report Scheduler Settings – Calculating/Sending Notifications

Through the Calculate/Send Notification task, it is possible to set up the Scheduler for automatic generation of Notifications before the due date of receivables.

• Report ID

  • Adds OC automatically

• Report Name

  • Adds OC automatically according to the report ID

• Description

  • Adds OC automatically according to the report ID

• Report Output Type

  • Empty

  • non-editable

• Printer Name

  • Do not fill in, as only reports, e-mails will be generated

• Next Boot Date Formula

  • Entered manually by the user

• First Starting Date and Time

  • Entered manually by the user

• Expiration Date and Time

  • Entered manually by the user

  • If the Date and Time are not entered, Notifications will be generated indefinitely

• Buttons/Functions

  • OK – The function will start generating Customer Notifications according to the set filters

  • Cancel – Close the Request form for generating the given report

Deletion of a notification

The Notification deletion task can be started via the search: Notification deletion.

• Maximum Row Generation Time

  • Entered manually by the user

• Maximum Number of Rows

  • Entered manually by the user

• Maximum Number of Documents

  • Entered manually by the user

• Buttons/Functions

  • Schedule – use this function to set the task to run later

  • OK – The function will start the deletion of generated Notifications

  • Cancel – Close the Request form for generating the given report