Escheatment Notice templates

Document Output Management is used in Escheatment Notice to generate output documents.

Select Cash > Administration > Setup > Payment > Cash Payment Formats.

To use the IDM functionality, select the Use IDM Template check box on the Remittance Options tab.

This table shows the location of template to use when setting up IDM templates:

Output document Sample document template location Upload IDM template location Set up IDM template location
Escheatment Notice Cash > Administration > Setup > Documents and Printers > Sample Document Templates for Cash Management Cash > Administration > Setup > Documents and Printers >IDM Templates Cash > Administration > Setup > Cash Structure > Cash Codes > Cash Code > Document Templates tab