Change Reminder Selection Tab

Customer Island

Field	Description
Customer No.	This field displays the customer number. The field cannot be changed in this window. The name and the first address line for the company-specific customer are also displayed. The fields are copied from the window Company Specific Customer Information Card and cannot be changed in this window.
Currency	This field displays the standard currency of the company-specific customer.
Blocked	This field displays whether or not the company-specific customer has been blocked for payment. If the field is marked, the company-specific customer has been blocked for payment. If this is the case, sales orders and/or invoices cannot be created for the customer in question. If the corresponding field in the window Company Specific Payment Information has been marked, Maconomy automatically marks this field. The field cannot be changed in this window.
Reminder Text Group	This field displays the reminder text group assigned to the current customer. The reminder text group is copied from the window Company Specific Payment Information and cannot be changed in this window.

Selection Criteria Island

Field	Description
Next Reminder Level	In this field you can enter a reminder level range. The reminder selection and the reminder letter will include only the open entries which will have the reminder level in the new reminder level in this range. Example: if you specify range from 1 to 2, the reminder selection and reminder letter will include all open entries currently having reminder level 0 or 1. When this reminder selection will be approved, all selected open entries will have reminder level 1 or 2. Choosing 0 (default) disables any filters.

Field

Description

Next Reminder Level

In this field you can enter a reminder level range. The reminder selection and the reminder letter will include only the open entries which will have the reminder level in the new reminder level in this range. Example: if you specify range from 1 to 2, the reminder selection and reminder letter will include all open entries currently having reminder level 0 or 1. When this reminder selection will be approved, all selected open entries will have reminder level 1 or 2. Choosing 0 (default) disables any filters.

Payment Information Island

Field	Description
Payment Terms	This field displays the payment terms associated with sales orders to the current company-specific customer. The payment terms are used for calculation of overdue invoice amounts. The payment terms of the company-specific customers are selected in the window Company Specific Payment Information.
Credit Limit	This field displays the credit limit of the current company-specific customer. The amount is copied from the field “Company Level, Base” in the window Company Specific Payment Information. If you try to create a sales order, a quote or an invoice for the current company-specific customer, and the sum of the customer’s invoice balance and order balance is greater this amount, Maconomy shows an error message. However, it is still possible to create sales orders to the current customer. The value is copied from the window Company Specific Payment Information. If the current customer should be blocked for payment, so that it is not possible to create sales orders, quotes and invoices for that customer, you can mark the field “Blocked” in the window Company Specific Payment Information.
Automatic Reconciliation	This field displays whether or not Maconomy reconciles payments with the first-in invoices based on due dates. If the field is marked, Maconomy automatically reconciles payments with invoices, that is, open invoice entries will be closed. If the payment amount is greater than the customer’s invoice balance, Maconomy will not perform automatic reconciliation of payments with invoices. If this is the case, payment entries are registered as open entries and the reconciliation should be done manually.

Field

Description

Payment Terms

This field displays the payment terms associated with sales orders to the current company-specific customer. The payment terms are used for calculation of overdue invoice amounts.

The payment terms of the company-specific customers are selected in the window Company Specific Payment Information.

Credit Limit

This field displays the credit limit of the current company-specific customer. The amount is copied from the field “Company Level, Base” in the window Company Specific Payment Information. If you try to create a sales order, a quote or an invoice for the current company-specific customer, and the sum of the customer’s invoice balance and order balance is greater this amount, Maconomy shows an error message. However, it is still possible to create sales orders to the current customer.

The value is copied from the window Company Specific Payment Information.

If the current customer should be blocked for payment, so that it is not possible to create sales orders, quotes and invoices for that customer, you can mark the field “Blocked” in the window Company Specific Payment Information.

Automatic Reconciliation

This field displays whether or not Maconomy reconciles payments with the first-in invoices based on due dates. If the field is marked, Maconomy automatically reconciles payments with invoices, that is, open invoice entries will be closed. If the payment amount is greater than the customer’s invoice balance, Maconomy will not perform automatic reconciliation of payments with invoices. If this is the case, payment entries are registered as open entries and the reconciliation should be done manually.

Company Island

Field	Description
Settling Company	This field shows the name of the settling company.
Base Currency	This field displays the currency used as base currency in the company specified in the field “Settling Company” above.

Account Statement Island

Field	Description
Last Statement No.	This field displays the number of the last historic statement printed for the current company-specific customer. Historical customer statements are printed in the window Print Historical Customer Statement.
Date of Last Statement	This field displays the date of the last creation of a historic statement for the current company-specific customer. Maconomy automatically updates this field and it cannot be changed in this window.

Status Island

Field	Description
Last Reminder Approval Date	This field displays the last date of approval of a reminder selection for the company-specific customer. The field is automatically completed by Maconomy and cannot be changed in this window.
Customer Reminder Level	This field displays the current reminder level of the company-specific customer. The company-specific customer’s reminder level equals the highest reminder level specified on an entry for the current customer. The reminder level is raised by 1 for each time a reminder is sent to the customer. The field is automatically updated by Maconomy and cannot be changed in this window. The reminder level is reset to zero, if the company-specific customer does not have reminder entries due.
Current Reminder Level	This field displays the current reminder level of the company-specific customer. The company-specific customer’s reminder level equals the highest reminder level specified on an entry for the current customer. The reminder level is raised by 1 for each time a reminder is sent to the customer. The field is automatically updated by Maconomy and cannot be changed in this window. The reminder level is reset to zero, if the company-specific customer does not have reminder entries due.
No. Entries Prompted	This field displays the number of entries that have been prompted for inclusion in a reminder letter to the company-specific customer. When creating reminder selections, Maconomy checks how many entries should be included in the reminder letter to the current customer. The field is automatically updated by Maconomy and cannot be changed in this window.
Reminder Charge	This field displays the reminder amount charged to the company-specific customer. The amount is copied from the interest charge/reminder principle assigned to the current customer, which is displayed in this window if at least one entry has been included in a reminder letter to the customer.
Suggested Interest Sum	This field sums up the interest of all customer entries in the table part of the window, and thus shows the outstanding interest sum for the company customer in the card part of the window.

Interest Charge/Reminder Principle Island

Field	Description
Interest Charge/Reminder Principle	This field displays the name of the interest charge/reminder principle assigned to the current customer. An interest charge/reminder principle is assigned to a customer in the island Interest Charge/Reminder Control in the window Company Specific Payment Information. The contents of the remaining fields in this island are copied from the assigned interest charge/reminder principle. Interest charge/reminder principles are maintained in the window Interest Charge/Reminder Principles.
Charge Interest	This field displays whether or not overdue invoices for the current company-specific customer are subject to interest charge. If this field is marked, overdue invoices for the customer are subject to interest charge.
Reminders	This field displays whether or not the company-specific customer should be sent reminder letters, if the current customer has overdue payments that have passed their due date.
No. of Days Since Last Calculation	This field displays the minimum number of days that may pass before a reminder letter is created to the current customer.
Paym. Terms on Reminder	This field shows the payment terms selected for reminders on the interest charge/reminder principle in question.
Currency	This field displays the standard currency (Std. Currency) and Reminder Principle Currency types for the company-specific customer.
Reminder Charge	These fields display the reminder charge specified on the current interest charge/reminder principle in the customer’s currency and in the currency of its interest charge/reminder principle, respectively.
Reminder Limit	These fields display the reminder limit specified on the current interest charge/reminder principle in the customer’s currency and in the currency of its interest charge/reminder principle, respectively. If the company-specific customer’s overdue invoice balance is less than the specified amount, reminder letters will not be created to the customer.

Balance Island

Field	Description
Balance, Currency	This field displays the current balance of the company-specific customer. The amount is displayed in the customer’s standard currency. The balance is updated in connection with posting of journals with references to the current customer. The field is completed automatically and cannot be changed in this window.
Balance, Base	This field displays the current balance of the company-specific customer. The amount is displayed in the customer’s base currency. The balance is updated in connection with posting of journals with references to the current customer. The field is completed automatically and cannot be changed in this window.

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