Past Due XML Letter

Use the Past Due Letter routine to print past due notices for customers who have overdue balance amounts for the aging period specified.  In addition, during this routine Edifice updates the customer's past due notice tracking and their past due status each time a letter is printed.  For more information, see the Customer Inquiry.

Tips:  

• For the sequence and timing of the past due steps, see Past Due Procedures.

• During installation, the letter format is defined using your specifications.  For more information, contact NDS Support.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening the Past Due XML Letter routine, click More.

   

  1.  Click Processes from the Menu.

  2.  Click Past Due.

  3.  Click XML Letter.
  
  Or, use the keyboard shortcut:  [ALT] [p] [p] [x].
   

  Past Due XML Letter Window Example:

  

• Choosing the letter selections, click More.

   

  Past Due Letter Prompts
  Services	To select the services to print, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click Check All . Note:  The Past Due Parameter may limit the services that print on the journal.
  Sort	To choose a sort option, click to select the appropriate button. Sort Options: Customer ID - Prints past due notices in Customer ID order. Book/Sequence# - Prints past due notices in Sequence Number order within Book Number order. Zip Code - Prints past due notices in customer Zip Code order. Last Name - Prints past due notices in customer last name order.
  	To begin printing, click Print, or press [ENTER]. Keyboard shortcut:  [ALT + p] Or, to view to the screen, click Print View . Or, to  escape from the print routine, click Cancel . Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  Note:  A sample of the printed Past Due XML Letter is not available because it is uniquely tailored to your installation.