Notification_Setup Description

To prevent the creation of receivables (by customer items), the BC system offers the functionality of Notifications before the maturity of receivables. Through it, the User can generate and send Notifications by e-mail before the due date of receivables in order to prevent the customer's receivables and thus the quantification of potential penalties.

The modification for OneCore connects this functionality with financing contracts.

Code lists can be searched from the hub role via the main search.

The code lists are:

• Code list: "Code Notification Terms"

• Code list: "Financing Product List"

• Code list: "Detail Contract Status"

• Customer Setup

• Set up Job Responsibility on the Contact Card

Notification Term Code

Code list: "Code Notification Terms" is used to enter the basic settings of the Notification conditions.

• Code

  • Notification Code

  • Entered manually by the user

• Description

  • Description/name of the code Notification

  • Entered manually by the user

• Notification Period

  • Time period for how many days before the due date of the receivable to be generated Notification

  • Entered manually by the user

• Attachment Report ID

  • The user selects a report from the report table Notifications attachment (4047034)

• E-mail Attachment Name

  • The Name of the e-mail attachment with the list of notified items will be added

  • Entered manually by the user

• Email Body Layout Code

  • Report layout code for email compose

  • Entered manually by the user

• Email Body Layout Description

  • OC automatically completes according to the Layout Code of the email body

  • Non-editable

• Email Subject Text

  • Text content to the subject line of the email

  • Entered manually by the user

• Add into Notifications

  • Choose from: All, Installments, Customer Ledger Entries

  • All - includes all customer items as well as unposted payments,

  • Payments - only lines of the payment calendar,

  • Customer ledger entries - only customer ledger entries of the Invoice and Finance Charge type

  • Manually selected by the user

• Job Responsibility Code

  • It is used to select contacts (Person type) of the customer to whom notification e-mails will be sent

  • If the customer does not have a Contact of the Person type to whom the type of Job Responsibility would be entered, emails with Notifications will be sent to the e-mail address that the customer has filled in on the Contact card

  • Manually selected by the user

Financing Product List

The code list is used to select Financing Products on which Card it is possible to set the Notification Term Code.

Detailed Contract Statuses

The code list is used to set the detailed status of the contract. In this code list, it is also possible to set in which detailed contract statuses it is possible to generate Notifications before the due date of receivables.

• Code

  • Detailed Contract Status Code

• Description

  • Description/Name of Detailed Contract Status

• Notify Contracts

  • Default N

  • Changes the user to A if they want to be able to generate Notifications on the contract in the given detailed status

Customer Setup

On the Customer Card in the Payments tab, it sets:

• Do not notify contracts – set to No by default – no notifications will be generated for any customer receivable on all of their contracts

• Notification Term Code – the user selects the Notification Code according to which Notification Code the receivables will be generated

Set up job responsibilities on the Contact card

On the Contact Card of the Person type, which is created for the customer, first enter the e-mail address to which the generated Notifications will be sent.

Job Responsibility is then set up via the Contact – Job Responsibility option.

•  Job Responsibility Code

  • The user selects from the Job Responsibility table the Job Responsibility that is set in the Notification Terms

• Job Responsibility Description

  • The description will be completed by the OC automatically, according to the selected Job Responsibility Code

• Valid From

  • Empty by default

  • User fills in manually

• Valid To

  • Empty by default

  • User fills in manually