Notification_Setup Description

To prevent the creation of receivables (by customer entries), the BC system offers the functionality of Notifications before the maturity of receivables. Through it, the user can generate and send Notifications by e-mail before the due date of receivables in order to prevent the customer's receivables and thus the quantification of possible penalties.

the modification for OneCore connects this functionality with financing contracts.

code lists can be searched from the hub role via the main search.

the dials are:

• code list: "Code Notification Terms"

• code: "Financing Product List"

• code list: "Detail Contract Status"

• Customer Setup

• Set up job responsibilities on the Contact card

NOTIFICATION Term Code

code list: The "Code Notification Terms" is used to enter the basic settings of the Notification conditions.

• CODE

  • NOTIFICATION Code Entered

  • Manually by the user

• Description

  • Description/name of the code Notification

  • Entered manually by the user

• Notification Period

  • the time period for how many days before the due date of the receivable should be generated Notification

  • Entered manually by the user

• ATTACHMENT Report ID

  • THE user selects a report from the reports table Notification attachment (4047034)

• E-mail Attachment Name

  • E-mail Attachment Name with List of Notified Items

  • Entered manually by the user

• EMAIL Body Layout

  • CODE Report layout code for email compose The

  • User manually enters

  • a lookup into the Report Layout List

• Email Body Layout Description

  • OC automatically completes according to the Email Body Layout Code

  • Non-editable

  • lookup to Report Layout List.

• Email Subject Text

  • Text content in the subject line of the email

  • Entered manually by the user

• Include to Notification

  • CHOICE of options: All, Payments, Customer Ledger Entries

  • ALL - includes all customer entries and payments that have not been posted yet,Payments

  • - Only payment calendar lines,Customer

  • Ledger Entries - only customer entries of the Invoice and Finance Charge type

  • Manually selected by the user

• JOB Responsibility Code

  • It is used to select contacts (of the Person type) of the customer to whom emails with notifications will be sent

  • If the customer has not created a Contact of the Person type to which the type of Job Responsibility would be specified, emails with Notifications will be sent to the e-mail address that the customer has filled in on the Contact card

  • Manually selected by the user

FINANCING Product List

the code list is used to select Financing Products on which Card it is possible to set the Notification Term Code.

Detail Contract Statuses

the code list is used to set the detailed status of the contract. In this code list, it is also possible to set in which detailed contract statuses it is possible to generate Notifications before the due date of receivables.

• CODE

  • DETAILED Contract Status Code

• Description

  • Detailed Contract Status Description/Name

• Notify Contracts

  • Default N

  • Changes the user to A if they want the contract to be able to generate Notifications in the given detailed status

Customer Setup

On the Customer card, in the Payments tab, it sets:

• Do Not Notify Contracts – set to No by default – no Notifications will not be generated for any customer receivable on all of their contracts

• NOTIFICATION Term Code – the user selects the Notification Code according to which Notification Code the receivables will be generated.

Set up Job Responsibility on the Contact card

On the Contact Card of the Person type, which is created for the customer, first enter the e-mail address to which the generated Notifications will be sent.

Then the Job Responsibility is set via the Contact – Job Responsibility option.

•  JOB Responsibility Code

  • THE user selects from the Job Responsibility table the Job Responsibility that is set in the Notification Terms

• Job Responsibility Description

  • The OC will fill in the description automatically, according to the selected Job Responsibility Code

• Valid From

  • Empty Default

  • USER fills in manually

• Valid To

  • Default Blank

  • USER fills in manually