Suggest Reminder Lines Batch Job

Checks open customer ledger entries to determine if any payments are overdue based on the information in the reminder header. 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).

Important

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 FastTab, 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 also determine how the batch job is executed by filling in the fields on the Options FastTabs. Fill in the fields as follows:

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.

Include Entries On Hold: Insert a check mark in this field if you want the reminders to include a list of open entries that are on hold. If the field does not contain a check mark, entries that are on hold are not included on reminders. If the field contains a check mark, open entries on hold are listed at the bottom of the reminder. All open entries on hold (due as well as undue) will be listed.

Tip

For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.