Correspondence processes

After you've defined general reports in the Reports Manager, use Lookup Correspondence Process Setups to assign reports to specific 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.

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.

Note: There is a known issue when you save correspondence in the file system. When you select this option an Output File Path is displayed, and is required, but this path is not actually used. Instead correspondence is saved to the path specified in the Report File Export Path on the node in the Reports Manager.

Correspondence output is a batch process, so you must also set up a Correspondence Schedule task in the Batch Manager. See the Infor Public Sector Batch Processing Administration Guide.