Correspondence schedules

Each time a process that involves correspondence output is completed, a correspondence schedule is added. For example, when a delinquency run is completed, a schedule is added for the delinquency notice output. The schedule indicates the delinquency run number and the correspondence process setup to be used.

Use Lookup Correspondence Schedules to review and process these schedules.

After a correspondence schedule is added, the correspondence output is handled by a Correspondence Schedule task that you must set up in the Batch Manager. This task has two separate stages: in the first stage the correspondence output is created, and in the second stage it is sent to the recipients. Each time it runs, the Correspondence Schedule task executes the next stage in the process for each eligible schedule.

Eligibility to have the next step completed is determined by the values specified in the Create After Days and Send After Days fields of the correspondence process setup. For example, if the setup for your delinquency run process has a two in each of these fields, correspondence is created after two days and sent after another two days.

In Lookup Correspondence Schedules, these dates are displayed in the Create Date and Send Date columns in the Correspondence Schedules grid.

The Status column in the Correspondence Schedules grid indicates the current status of each schedule. The status can be one of these values:

• Processing: The schedule is currently being processed by the Batch Manager.
• Creation Pending: The correspondence is ready to be created.
• Created: The correspondence has been created but not sent.
• Sending Pending: The correspondence is ready to be sent.
• Sent: The correspondence has been sent.
• Canceled: The schedule was canceled by the user.
• Error: An error occurred while the schedule was being processed.
• Create Exception: The Batch Manger returned an exception while creating the correspondence. You can review the exception in the Exception column.
• Send Exception: The Batch Manger returned an exception while sending the correspondence. The exception can be reviewed in the Exception column.

Click Resend to repeat the most recent stage for a selected schedule, and click Cancel Notice to cancel a schedule.