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I need help!
Our template is set up to where it should print out a 2nd to 6th reminder if the invoice is still open.
The first reminder is sent fine, it’s only the next week where nothing happens. For reminders 2, 3, 4 etc.
What do I have setup incorrect? I have the Cust ID, Cust Group, Payer, AR Contact and Currency in the STD template.
Best answer by Ralph Gericke
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Hi Stephanie,
Did you check the reminder template? On Reminder Levels, you can specify Min Days to Next Reminder. If it is set to for example 20 days for level 2, this means that level 2 reminders will not be created within the first 20 days after you have created level 1 reminders.
Kind regards, Paul
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I will look into that. Thanks! I’m not familiar with IFS as this is the first time I’ve used it. The company I am working for just started using it about 18 months ago, so we have a few things we need to work out. This is one of them. If it’s not what you mentioned, is there something else it could be?
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Hi Stephanie,
On page Reminder/Interest Information Invoice per Invoice you can see for each invoice when last reminder was send and what level was used. You can also update the values manually. If needed, you can set it to a date further back in time. If you then create a new reminder proposal, it should be included for next level.
Kind regards, Paul
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I have mentioned that the field Reminder Level be added, and it has recently been added - Could this be the reason why levels 2-6 are not being sent? I know that with IFS, something won’t take effect immediately because of its tied history.
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Kind regards, Paul
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Hi
This is the Invoices per Reminder Proposal screen:
And here is the Reminder/Interest Info per Customer
Regarding this invoice, it wasn’t paid until 1/19, but was due on 1/6, which in theory should have generated the first Invoices not due, the initial 7 days past due on 1/17. Anytime an invoice is generated on a reminder whether it’s due or not, it won’t print out again in the future, even if it remains unpaid.
I have other examples, but am feeling like you are probably pulling out your hair.
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Hi StephaniAJ,
as Paul mentioned the reminder process is finalized when the reminders are printed. As long as you have a reminder proposal in Reminder Proposal screen the Customers/Invoices are not updated with the reminder level. And they cannot be included in another reminder proposal. The screenshot from above shows the details of the reminder proposal. So I assume the the proposal hasn’t been Acknowleged and the reminders have not been printed.
Make sure that the Proposal is Acknowledged
And after Reminders are printed:
After Printing there should be no Reminder Proposal be available.
If you have OLD Proposal(s) still sitting in the Customer Reminder Proposal screen I would recommend to delete all of them and start over with a new one and follow the steps mentioned above.
After printing the Reminder per Customer you will find the “proposal” in the Customer Reminder History. You can simply review the content of the proposal and its content or cancel the whole proposal or customers from the proposal. (Cancellation will set the invoice to the reminder level before these reminder has been printed)
The process is shown in the IFS Documentation. You can use F1 to access at it shows the relevant information and activity diagramms from the functionality that you are using.
Hope this helps
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All of these reminders have been Acknowledged and I hit SEND. Instead of SEND do I need to hit Print? Is that what the issue is???
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Hi Stefanie,
it looks like :) - where do you have a Send function? Most probably it is a kind of customization? Usually sending reminders by email is connected with an “Event” that is doing the job when the reminders are printed. In the customer you setup on the payment tab how he should receive his reminder.
When creating the reminder document (print) a pdf is created based on a specific layout.
The event for sending out the reminder by email is checking if a this layout is used and the customer is setup to receive the reminder by email. It will then email the reminder automatically to the specified email address. The ones that should be printed are usually send to a specified printer.
If you have a test environment you can print one of the proposal that you acknowledged.
Kind regards
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We have not been hitting Print, as we figured that SENDing the reminders were the same thing. We don’t print ANY invoices or statements, they are ALL emailed.
So this isn’t the answer as to why my levels are past 1 are not generating.
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I am having difficulty with Reminder Templates. I can get the first one sent, stating that they are 7 days past due, but after that, nothing generates for that past due invoice. It could be 6 months later and that same invoice is still past due, but the customer only received the ONE notification. What am I doing wrong? I saw a topic where you have the setup instructions, which ours appear to be correct. I don't know what to do. Below are my levels
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Hi StephanieAJ,
in IFS Standard there is usually no send functionality. Can you please provide a screenshot, where it is located? In IFS Standard there is only a Print Option.
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Did you hint print proposal or print reminder? Print proposal will only print the overview of the invoices from the proposal. Print reminder prints/sends and updates the reminder level on the invoice. After print reminders the proposal should dissappear from this screen
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Hi Stephanie,
as far as i understood your process you are never using the RMB <Print Reminder>.
You use a selfcreated (not by yourself, but by someone from your company) RMB instead.
Your RMB <Send Reminders> is not completing the reminder proposal process, defined in IFS Application.It is not updating the reminder level on the invoices and releasing them to be used in another proposal some weeks later. As long as the invoices are in a proposal, they cannot be used for another proposal some weeks later.
In the standard reminder process of IFS the RMB <Print Reminder>
You need to check with your IT Department or IFS Consultant how the original idea was to complete the process. This should be described in the solution documentation which is usually created during the implementation by the customer.
Attached you will also find a setup guide which might be helpful.
Kind regards
Ralph
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I appreciate your help on this. We have 4 companies in this software, all of them are receiving their updated PDF reminder now with no issues, EXCEPT 1. All I changed was the parameters and hitting the print button.
For some reason, when the customer receives their PDF, they can’t open it as it says “The file has no pages”
When I go to the report archive, however, it is there and then I have to save and email it to the customer that way. Do you know why 1 company would do that and not all of them? How do I fix this?
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