Defining Customer Correspondence Options Concept Defining Customer Correspondence

Defining Customer Correspondence Options Concept

Defining Customer Correspondence Options

Defining Customer Correspondence Options Step 1 Begin by navigating to the General Info page. Click the Customers menu.

Defining Customer Correspondence Options Step 2 Click the Customer Information menu.

Defining Customer Correspondence Options Step 3 Click the General Information menu.

Defining Customer Correspondence Options Step 4 Click in the Customer ID field.

Defining Customer Correspondence Options Step 5 Enter the desired information into the Customer ID field. Enter "50034".

Defining Customer Correspondence Options Step 6 Click the Search button.

Defining Customer Correspondence Options Step 7 Use the General Info page to add or review a customer's name and level information, and assign associated roles.

Defining Customer Correspondence Options Step 8 Use the Date Added field to enter the date when you enter the customer in the system. It defaults to the current system date. In this exercise, retain the date shown here.

Defining Customer Correspondence Options Step 9 Use the Since field to specify that the customer has been a customer since a certain date. It defaults to the current system date. In this case, retain the date shown here.

Defining Customer Correspondence Options Step 10 Use the Type field to identify customer categories in reports. In this scenario, User 1 represents manufacturing customers.

Defining Customer Correspondence Options Step 11 Click the Correspondence Selection link.

Defining Customer Correspondence Options Step 12 The Correspondence Selection link displays the Customer Hierarchy page. Use this page to display the Correspondence Customer Hierarchy section and other customer relationships and to access the Correspondence Options page.

Defining Customer Correspondence Options Step 13 Access the Correspondence Options page. Click the General Info Links list.

Defining Customer Correspondence Options Step 14 Click the 0040 - Correspondence Options list item.

Defining Customer Correspondence Options Step 15 Use the Correspondence Options page to select name and address information to use in statement, invoice, and letter headers. You can also override remit to location default values from the business unit.

Defining Customer Correspondence Options Step 16 Click the Add a new row button.

Defining Customer Correspondence Options Step 17 Use the Effective Date field to keep a history of any changes that you make to the correspondence options, and to enter changes that go into effect on a future date. In this case, it defaults to the current system date.

Defining Customer Correspondence Options Step 18 Click the vertical scrollbar.

Defining Customer Correspondence Options Step 19 Use the Remit to Type field to select the remit to address for Open Item statements or remit to address for Balance Forward statements.

Defining Customer Correspondence Options Step 20 Click in the Bank field.

Defining Customer Correspondence Options Step 21 Enter the desired information into the Bank field. Enter "USBNK".

Defining Customer Correspondence Options Step 22 Use the Dunning ID field to determine when to exclude items from correspondence and when not to send the letter or statement. Click in the Dunning ID field.

Defining Customer Correspondence Options Step 23 Enter the desired information into the Dunning ID field. Enter "BYLVL".

Defining Customer Correspondence Options Step 24 Select the Dunning Hold check box if you do not want to send Dunning letters to the customer. People. Soft populates the Dunning hold date based on the system date.

Defining Customer Correspondence Options Step 25 Click in the Statement ID field.

Defining Customer Correspondence Options Step 26 Enter the desired information into the Statement ID field. Enter "MODEL".

Defining Customer Correspondence Options Step 27 Select the Statements Hold check box if you do not want to send statements to the customer.

Defining Customer Correspondence Options Step 28 Click in the Administration ID field.

Defining Customer Correspondence Options Step 29 Enter the desired information into the Administration ID field. Enter "ADMIN".

Defining Customer Correspondence Options Step 30 Click in the Finance ID field.

Defining Customer Correspondence Options Step 31 Enter the desired information into the Finance ID field. Enter "FIN".

Defining Customer Correspondence Options Step 32 Click in the Penalty ID field.

Defining Customer Correspondence Options Step 33 Enter the desired information into the Penalty ID field. Enter "PNLTY".

Defining Customer Correspondence Options Step 34 Click the General Info link.

Defining Customer Correspondence Options Step 35 Click the Remit From Selection link.

Defining Customer Correspondence Options Step 36 Use the Customer Hierarchy page to view the Remit From Customer Hierarchy section and other customer relationships.

Defining Customer Correspondence Options Step 37 Click the General Info link.

Defining Customer Correspondence Options Step 38 Click the Corporate Selection link.

Defining Customer Correspondence Options Step 39 Use the Customer Hierarchy page to view the Corporate Customer Hierarchy section and other customer relationships.

Defining Customer Correspondence Options Step 40 Click the Save button.

Defining Customer Correspondence Options Step 41 You have successfully defined customer correspondence options. End of Procedure.