Defining a correspondence process setup

  1. Select System > Batch Processing > Lookup Correspondence Process Setups.
  2. Click Add above the Correspondence Process Setup grid.
  3. Specify a name for the correspondence setup in the Name field and a description in the Description field.
  4. Select the type of correspondence process that you're defining from the Type list.
    You can select one of nine options. Bill Run, Delinquency, Collections, Lien, Direct Debit Run, Penalty Run, NSF, and Budget Billing are intended for specific types of output in Infor Public Sector Billing. Report is a more general option that you can use for other types of correspondence, such as email notifications for a service request type.
  5. Select the delivery method for this correspondence setup from the Delivery Option list.

    You can set up correspondence for delivery by mail, email, or both. Depending on the option that you select, Infor Public Sector shows up to five report fields.

    The Subject Report, Attachment Report, and Body Report fields are all used for email delivery. For example, you might specify a summary report in the Subject Report field and a more detailed report in the Body Report field. The content of the subject report is displayed in the subject line of the email, and the full report is displayed in the body.

    The Print Report field is for mail delivery. You can use the View Report field to select a report to use for viewing the correspondence within Infor Public Sector.

    Note: If you select Use Contact Preference Settings, Infor Public Sector will hide the Delivery Options list and instead use the delivery option specified for each contact who receives the correspondence. You can select the contact's delivery preference when creating or editing a contact information record.

    If you select EMail or Both as the delivery option, Infor Public Sector also shows the Send E-Mail Content as Attachment and Attach to Record check boxes.

    If you select Send E-Mail Content as Attachment, the correspondence will be attached to the email rather than included in the body.

    If you select Attach to Record, the correspondence will be added as an attachment to the associated record in Infor Public Sector. If you select this check box, the EDM Setup and Attachment Formula fields are also displayed. Use the EDM Setup field to specify the EDM provider that the correspondence will be added to. Use the Attachment Formula field to specify a formula that determines whether the correspondence is attached to the record.

  6. For each type of correspondence output that you want to set up, specify a general report in each report field as needed.
  7. In the Create After Days and Send After Days fields, specify the number of days Infor Public Sector will wait before creating and sending the correspondence.

    Correspondence output in Infor Public Sector is in three stages. First, when completing a process that includes correspondence, Infor Public Sector adds a correspondence schedule, indicating that a set of correspondence is ready to be generated. After the number of days specified in the Create After Days field, Infor Public Sector then creates the correspondence. To send the correspondence when you create it, you can specify 0 in the Send After Days field. If you specify a number of days greater than 0, Infor Public Sector will wait that many days to send the correspondence after it is created.

    By default Infor Public Sector only counts weekdays that are not holidays. You can also include weekends and holidays by selecting the Include Weekends and Include Holidays check boxes.

    Note: Correspondence output is a batch process in Infor Public Sector, so you must also set up a Correspondence Schedule task in the Batch Manager.
  8. To save the correspondence output in the file system, select the Save Correspondence in File System check box.
    Note: When you select Save Correspondence in File System, the Output File Path field is displayed, and is required. You must enter a path here, but it is important to note that this path is not actually used to store correspondence. Instead, Infor Public Sector uses the path specified in the Report File Export Path on the Global Report Settings node in the Reports Manager.

    This is a known issue, and will be fixed in a future release.

  9. Click Save.