Field help (FGPFUPFRY)
Select an option to specify when reminders are sent.
Interval
Reminders are sent based on the reminder date of the open item. Each interval represents the number of days before the date an open item can appear in a reminder and on a reminder letter. You can assign a reminder charge for each interval level.
Note: The reminder charge amount is included in the FUPRC – Reminder management report if the RPTCODFUP – Reminder report code parameter (TRS chapter, FUP group) is set to FUPRC.
Threshold
Reminders are sent based on the due date of the open item. Each threshold defines the number of days past due and the gravity level for the text used in the reminder. For example, if the first threshold is 10 days and the second is 20 days, an open item 21 days late is sent a reminder with a gravity level of 2.
Thresholds cannot be associated with a reminder charge. Therefore, the Reminder charge field is disabled and there is no reminder charge included in the FUPRC – Reminder management report.
Reminder by invoice, Global reminder, and Global by level: The open item cannot have a gravity level greater than the corresponding threshold. This fail-safe prevents sending the same invoice twice during a period between two thresholds. If no thresholds are defined, this fail-safe does not apply.
Global by date: The fail-safe also does not apply. Each time a reminder is sent, the gravity level goes up with each validated reminder campaign.
All reminder types: Each time a reminder is sent, the gravity level goes up by one with each validated reminder campaign. Once the maximum reminder level is reached, the open items are no longer included in a reminder campaign.
Determining the gravity level
The reminder or gravity level goes up by one each time an open item is included in a validated reminder campaign. When the maximum level selected is reached, the open item is no longer included in future reminder campaigns.
Content for reminder letters or emails
For Remind by invoice, Global reminder, and Global by level reminder types, the content matches the gravity level.
For Global by date, the content matches the threshold level.
Example to illustrate how all these rules apply in a series of reminder campaigns
There are 4 customers with 4 different reminder types, but each customer has the same 30 December 2016 due date.
The same 3 thresholds apply to all the reminder types in this group: 1) 1 day 2) 10 days 3) 20 days
- First reminder campaign sent 15 January 2017 = 16 days late, threshold #2.
Customer #1: Reminder by invoice, gravity level 1, text 1
Customer #2: Global by date, gravity level 1, text 2
Customer #3: Global reminder, gravity level 1, text 1
Customer #4: Global by level, gravity level 1, text 1
- Second reminder campaign sent 15 January 2017 = 16 days late, still threshold #2
Customer #1: Reminder by invoice, gravity level 2, text 2
Customer #2: Global by date, gravity level 2, text 2
Customer #3: Global reminder, gravity level 2, text 2
Customer #4: Global by level, gravity level 2, text 2
- Third reminder campaign sent 15 January 2017 = 16 days late, still threshold #2
Customer #2: Global by date, gravity level 3, text 2
Customers #1, 3, and 4 are not included in this campaign because their gravity levels have reached the same level as the threshold levels (2). For these reminder types, the gravity level cannot be greater than the threshold level.
- Fourth reminder campaign sent 25 January 2017 = 26 days late, threshold #3
Customer #1: Reminder by invoice, gravity level 3, text 3
Customer #2: This one is not included because it reached the maximum threshold level of 3 at the previous campaign reminder.
Customer #3: Global reminder, gravity level 3, text 3
Customer #4: Global by level, gravity level 3, text 3
None of the customers in this reminder group can be included in a 5th reminder campaign because the maximum level for this reminder group is 3.