Correspondence processes

Each correspondence setup identifies a process that outputs correspondence, such as a bill run or a delinquency run, and lists up to five reports to be used under different conditions.

For example, some customers might prefer to receive their monthly bills through email, while other customers want printed bills in the mail. In that case, you would create a Bill Run correspondence setup and add a separate report for each output. You would specify the email report in the Body Report field and the print report in the Print Report field. For the same bill run, the correct report is created for each customer based on the customer’s delivery preference.

Note also that you can define multiple correspondence setups for the same processes. You might not want to use the same format for all bill types, for example, so you could define several different correspondence setups for bill runs. You can then use the Bill Type setup form to indicate which setup will be used for each bill type.

Finally, you can specify whether you want to save correspondence in your file system, and whether you want to attach correspondence to the associated records in Infor Public Sector. For example, you might want to attach bill outputs to the corresponding bill records in Infor Public Sector.