Correspondence processes
Each correspondence setup identifies a process that outputs correspondence, such as bill runs or delinquency runs, 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.
This table describes the different types of correspondence processes that you can configure, and how they are associated with other types of records:
| Process | Description |
|---|---|
| Bill Run | Outputs customers’ bills. Use the Correspondence Setup field in Bill Type Setup to specify the correspondence process to use for a particular bill type. |
| Budget Billing | Outputs warning notices and removal notices for customers on budget
billing plans. Use the Warning Notice and Notice fields in Budget Billing Plan to specify the correspondence processes to use. |
| Collections | Outputs collections notices. Use the Correspondence Process Setup field in the Notices grid in Collections Setup to specify the correspondence process to use. |
| Delinquency | Outputs delinquency notices. Use the Correspondence Process Setup field in the Notices grid in Delinquency Setup to specify the correspondence process to use. |
| Direct Debit Run | |
| Lien | Outputs lien notices. |
| NSF | Outputs NSF (non-sufficient funds) notices for customers whose
payments have been returned. Use the Correspondence Process Setup field in NSF Setup to specify the correspondence process to use. |
| Report | This is a general option that you can use for other types of correspondence, such as email notifications for a service request type. |
Correspondence output is a batch process, so you must set up a Correspondence Schedule task in the Batch Manager. See the Infor Public Sector Batch Processing Administration Guide.