Dear All,
Can some explain how the Update Follow-up message work?
I've configured a message group, Defined Credit analist and Credit managers.
Add Message groups to the users and defined then as Credit Analist or group.
Added an invoice line note
Run the update follow-up message but nothing happens.
I expected a notification.
How does this work?
Reagrds Raymond
Hi,
I’ve seen this a few times from co-workers.
If I remember correctly - you need two things for the difference notice. You have the difference code, but do you also have the box checked to print the difference notice?
This is found in the mixed payment matching transactions area in mixed payment.
If the box is unchecked, I’ve seen that many times - it’s very easy to skip that box.
Best regards,
Thomas
Hi Thomas,
Thanks you for your reaction.
But I’m looking for the behavior of this
With this set-up
And assigned this Message group to to users
When I run
Update follow up message nothing happens?
So i'm looking for explaination.
How does this work?
Regards Raymond
Hi,
Sorry, It looks like I posted that reply on the wrong issue. My bad.
Follow up messages can work for credit notes and customer follow up.
For example enter a credit note with a follow up date December 1. When the process is run, the follow up process is triggered and you see the data. Event server can then trigger a communication or the user can review the screen. Customer can also have a follow up date (next review date).
Then see the messages.
Event server - Sample - Configure these to send the communication (email or other).
Best regards,
Thomas
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