Hi ,
Does anyone know from where the ‘Our Reference’ field is fetched to Customer Reminder Printout.
Thanks
Solved
Customer Reminder Printout- Our Reference
Best answer by Gayathrie Thiruvalluvar
Hi Gayan,
Thank you for further clarifying.
If a contact within your company is needed to be added, yes, you should use the “AR Contact” field. These contacts can be defined in the AR Contact window [Financials > Payment Basic Data > General Payment > AR Contact].
If you prefer to add the AR Contact at the customer level, then the field can be updated with the relevant AR contact.
If it is kept blank, and there is an AR Contact marked as ‘default’ in the AR Contact window, that contact will get added to the reminder.
Note: Please read the help text on the default check box. Marking an AR Contact as default could result in the contact getting added to other documents sent to customer as well, not just the reminders.
“AR Customer Contact” relates to the contact at the customer end who will be handling the documentation sent, and would not suit your requirement.
However, the reminder printouts can handle both info. [as shown below]
Best regards,
Gayathrie
IFS Global Support
This topic has been closed for comments
Hi Gayan,
Is the core reminder format being used, or a customized one?
Since the IFS App8 version, the AR Customer Contact [who can be defined in the Customer >Payment tab] gets added to the reminder printout, when the “Print AR Contact” is checked in the used reminder Template.
The AR Customer Contact replaced the Our Reference.
Best regards,
Gayathrie
IFS Global Support
Hi Gayathrie,
Thanks for the response.
I guess this is a Customized Layout.
The requirement is show a person inside our company as a reference. I am just thinking whether we can use AR Contact for that.
What is the difference between “AR Contact” and AR Customer Contact” ?
Does AR Contact means someone internal?
Thanks
Hi Gayan,
Thank you for further clarifying.
If a contact within your company is needed to be added, yes, you should use the “AR Contact” field. These contacts can be defined in the AR Contact window [Financials > Payment Basic Data > General Payment > AR Contact].
If you prefer to add the AR Contact at the customer level, then the field can be updated with the relevant AR contact.
If it is kept blank, and there is an AR Contact marked as ‘default’ in the AR Contact window, that contact will get added to the reminder.
Note: Please read the help text on the default check box. Marking an AR Contact as default could result in the contact getting added to other documents sent to customer as well, not just the reminders.
“AR Customer Contact” relates to the contact at the customer end who will be handling the documentation sent, and would not suit your requirement.
However, the reminder printouts can handle both info. [as shown below]
Best regards,
Gayathrie
IFS Global Support
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