Can IFS send customer reminders automatically when payments are late?? | IFS Community
Question

Can IFS send customer reminders automatically when payments are late??

  • 3 February 2020
  • 9 replies
  • 811 views

Badge +3
  • Sidekick (Customer)
  • 5 replies

Can IFS send  automatically e-mail reminders to customers when payments are late, rather than manually create and send those?


9 replies

Badge +2

Hi Janne,

There is a feature in IFS called “Reminders” you may need to setup them. Once you setup, you may use the reminders to automatically generate bulk emails including sending reminder emails for late payments.

You can setup multiple templates so for example, a different template for first time reminder, from second time or final reminders..

Hope this is helpful.

 

Userlevel 4
Badge +6

Hi Janne,

 

Although the reminder templates is the place to generate them (using the “Customer Reminder Proposal” screen shown below), IFS doesnt offer out of the box automation of the generation - you would need a custom event to perform this for you e.g. schedule it to run every day, every week, etc.

The other thing to note, as kpath mentions, you can have multiple templates, but it’s a one to one relationship between reminder template and customer record.

 

 

 

Userlevel 2
Badge +4

Hi Janne,

We have AR contact information added to customer/payment and output media is E-mail. And event  created for reminders, which will send the reminder to customers by e-mail.

Then reminder proposals are created and during printing, system will send reminder to customer instead of printing.

In reminder history, you’re able to see all created reminders.

Badge +3

Thank’s for answers. I ll check these options with team here.

Userlevel 4
Badge +8

Per Maaret’s comments:

We have AR contact information added to customer/payment and output media is E-mail. And event  created for reminders, which will send the reminder to customers by e-mail.

Then reminder proposals are created and during printing, system will send reminder to customer instead of printing.

In reminder history, you’re able to see all created reminders.

 

Can you explain a little more how to set-up the e-mail event?  How does the system know what email contact to send the reminder to?

Any information with this would be greatly apprecated!

Userlevel 3
Badge +3

Hi,

please check the IFS Help files on the topic e-mailing reports as pdf:s from IFS.

<your help files site location>/ifsdoc/documentation/en/Procurement/AboutEmailReports.htm

Basically, you use the pre-defined event PDF_REPORT_CREATED to control the mail format and you create a connected event action with type “e-mail” for this particular report. 

  • IFS/Connect has to be installed.
  • MAIL_SENDER connector has to be configured properly.

In Applications 9, I recall we had issues getting the reminders as pdf via this event, but I have no access to that environment any longer (switched jobs) so I can’t verify that remains an issue.

At the moment, I only have access to the IFS 10 Race environment, see below screenshot related to a Service Quotation report event for inspiration.

Please note that the help files specify which information is passed in each event parameter (PDF_PARAMETER1 through PDF_PARAMETER10) and also how the mapping of e-mail addresses is done.

 

Good luck!

//Lovisa

Userlevel 2
Badge +4

Our e-mail setups in Apps9 are like this, and pdf is attached to e-mails without problems. 

 

Br. Maaret

Userlevel 2
Badge +3

Hi All,

Hope the following will also help you.

Sometimes, there will be issues when you use Even Actions for sending e-mails as you cannot use the exact parameters that you want as PDF_PARAMETERS unless you do a customization.

Example: You cannot set customer ID (in core) as parameter when setting up an evet action for customer reminders and it leads the recipient to open the attached report to see the customer ID since you cannot add Customer ID on the Subject. So, it could be cumbersome if the reminders are sent to an intermediary person (Ex: Credit Analyst or somebody who manages the customer dues) before forwarding it to the customer.

For such instances we have suggested to use Report Rule and it had worked for such requirements..

So, alternatively, you can go for “Report Rule” option instead of event actions when sending customer reminders via email depending on the requirement. “Report Rule” functionality enables the user to extract specific set of data and send it to the defined email address.

Note:

If user intends to use “Report Rule”, event action created to send Customer Reminders should be disabled since separate emails will be generated from each end (from event action and Reporting Rule).

Kind Regards,

Rajith

Userlevel 4
Badge +9

Hi,

we are also working on sending the reminders per mail.

Unfortunately, there are few parameters fille, we would need for example the company.

But what I can recomment is:

Use the &notes in Subject:

 

Regards Martina

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