Cancelling Reminders and Reversing Reminder Levels
If a reminder is issued, the reminder level in the relevant customer ledger entry moves up to match the value that was entered in the reminder. If you created a reminder by accident, you can always cancel the reminder. If you cancel a reminder, the reminder level of the customer ledger entry will be moved down by one level. If you create and issue a new reminder for the same customer ledger entry, the reminder level will either move up or stay the same.
The contents of this chapter are divided into the following sections:
- Canceling Issued Reminder,
- Viewing Documents and Information on Reminder Lines,
- Reversing Reminder Level.
Canceling Issued Reminder
This section describes how to cancel an issued reminder.
Proceed as follows to cancel an issued reminder:
- Use the quick search (ALT+Q) to find the page Issued Reminders.
- The page Issued Reminders is displayed.
- Select the reminder you would like to cancel.
- To cancel a reminder, click Process > Cancel.
- The Canceling Issued Reminders window is displayed.
- Before cancaling, please compare the document number with the number of the reminder you want to cancel.
- If you really want to cancel the reminder, click OK in the Canceling Issued Reminders window.
- The page Issued Reminders opens. The Canceled check box is activated for the selected reminder.
Note
The flag indicating that the reminder has been canceled can also be found on the Reminder/Fin. Charge Entries page and in the posting line of the issued reminder.
You have successfully canceled the issued reminder.
Viewing Documents and Information on Reminder Lines
You can access documents and other information via the Reminders page.
To view documents and other information on a certain reminder line, proceed as follows:
- Use the quick search (ALT+Q) to find the page Reminders.
- The page Reminders is displayed.
- Choose the reminder from the list for which you would like to change the document.
- Open the factbox pane using the shortcut ALT+F2 or click on the factbox icon on the right-hand side.
- The information in the factbox pane change depending on the document you have selected on the Reminders page.
| Information | Description |
|---|---|
| Entry No. | Please click on the coloured number to open the Customer Ledger Entry page. |
| Document | Please click on the coloured number to open the document that belongs to the selected reminder line. |
| Due Date | Here you can see the due date of the reminder line. |
| Payment Discount Date | Here you can see the payment discount date of the reminder line. |
| Reminder/Finance Charge Entries | Please click on the coloured number to open the reminder/finance charge entries. |
| Applied Entries | Please click on the coloured number to open the applied customer ledger entries. |
| Detailed Entries | Please click on the coloured number to open the detailed entries. |
| SEPA Tracking | Please click on the coloured number to open the SEPA tracking. |
| Last SEPA Tracking | Please click on the coloured number to open the SEPA tracking page. |
Reset Reminder Level
On the Cust. Ledger Entry page, you will find a column called Last Issued Reminder Level that will show the last reminder level of a customer ledger entry. If a reminder is canceled, the reminder level of the customer ledger entry will be moved down to a lower level.
- Use the quick search (ALT+Q) to find the page Cust. Ledger Entries.
- The page Cust. Ledger Entries is displayed. As soon as a reminder is registered, a reminder level will be added to the customer ledger entry. The value will match the reminder level that was entered in the Last Issued Reminder Level column before the last reminder was registered. In this example, level 3 was entered.
- If a reminder has been cancelled, the level in the customer ledger entry will move down by one.
- If a reminder is issued again for this customer ledger entry, the reminder level remains at level 2and would not move up automatically unless a different reminder level was entered in the reminder.