Reminders

This chapter covers everything you need to know about reminders in TRASER DMS 365. The chapter is divided into the following sections:

• Defining Reminder Level Texts
• Canceling Issued Reminders
• Viewing Documents and Information via Reminders
• Resetting Reminder Levels

Defining Reminder Level Texts

This section describes how to define individual reminder level texts. You can define as many reminder levels as needed for each term, though most companies typically use just two or three. The first reminder will use the settings of the first reminder level. When a reminder is sent out, its level number is recorded on the reminder entries, which are then linked to the specific customer ledger entries. If a follow-up reminder is needed, the highest level number from the existing reminder entries is identified. The new reminder will use the conditions from the next level. You can define texts for these reminder levels that will be printed on reminder documents. For example, you can state that the first reminder level on the printed reminder document says Payment Reminder instead of Reminder 1.

To define a reminder level text, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Reminder Terms.
• From the table, select one of the reminder terms for which you want to define the reminder level text or define a new reminder term first.
• Click Levels in the menu bar.
• The reminder levels for the selected reminder term is displayed.
• In the Reminder Level Text column you can enter a text for the corresponding reminder levels. This text will be printed as a headline on the reminder document.

You have successfully entered a reminder level text. From now on, the text that was entered in the Reminder Level Text column will be displayed in the reminder documents that were assigned this reminder term. This section describes how to cancel an issued reminder.

Canceling Issued Reminder

This section describes how to cancel an issued reminder. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Issued Reminders.
• Select the reminder you would like to cancel.
• To cancel a reminder, click Home > Cancel....
• Before canceling, please compare the document number with the number of the reminder you want to cancel.
• If you really want to cancel the reminder, click on OK.
• The page Issued Reminders is displayed again. The Canceled checkbox is activated for the selected reminder.

You have successfully canceled the issued reminder. The next section describes how to view documents and information via reminders.

Viewing Documents and Information via Reminders

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.
• Open the reminder from the list for which you would like see the changes on the documents.
• Open the FactBox in the open reminder card by pressing ALT+F2.
• The information in the FactBox change depending on the document you have selected on the Reminders page.

You have successfully viewed the documents and information for the reminder lines.