Maconomy Workspace Client Help

Change Reminder Selection Single Dialogs Workspace

Use this workspace to change existing reminder selections.

Use the Select Reminder Criteria workspace to create reminder selections.

As implied, a reminder selection is only a selection. This means that you can only change existing selections in this workspace. When you use the Approve Reminders action, Maconomy creates a reminder letter journal that contains entries for the customer and general ledger, respectively. After you approve it, you cannot change the reminder selection.

Maconomy calculates reminders based on the interest charge/reminder principle that you specify in the Company Specific Payment Information workspace for each company-specific customer. You can also review that principle in this workspace, but you cannot change it here.

The workflow for creating reminder letters is as follows:
  1. Create the reminder selection.
  2. Check the reminder selection.
  3. If needed, edit the reminder text in the Change Reminder Texts workspace.
  4. Approve the reminder selection.
  5. When you approve the reminder selection is approved, Maconomy automatically prints a reminder letter.

You can approve the reminder selection in this workspace or in the Approve Reminders workspace, where you can also reprint reminder letters.

The Change Reminder Selection tab displays information about the company-specific customer and possible terms that you entered in the Company Specific Payment Information and Interest Charge/Reminder Principles workspaces. The Interest Charge/Reminder Principle island, which displays information about the selected interest charge/reminder principle, also shows the reminder limit which, once exceeded, results in the creation of reminder letters to the company-specific customer in question. If the company-specific customer's overdue payments are less than the specified amount, you cannot create a reminder letter. The A/R Entries sub-tab displays information about the entries that are associated with each company-specific customer.

If you change the reminder level of a reminder selection, and if you created a reminder-specific reminder text for the current reminder selection, Maconomy issues a message saying that the specific reminder text should be changed by using the Get Reminder Text action. If you change the reminder level for a reminder selection to which you assigned a predefined reminder text as specified in the Reminder Texts workspace, Maconomy automatically changes the reminder text that you assigned to the reminder selection.

Maconomy can also create a batch of reminder selections based on a range of customers. You do this in the Reminder Selection workspace.

You revise automatically created selections in this workspace, whereas you can approve a batch of reminder selections in the Approve Reminders workspace.