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 this information:
    Name
    Specify a name for the correspondence setup.
    Type
    Select the type of correspondence process that you're defining. You can select one of these options:
    • Bill Run: Outputs customers’ bills.
    • Delinquency: Outputs delinquency notices.
    • Collections: Outputs collections notices.
    • Lien: Outputs lien notices.
    • Direct Debit Run
    • NSF: Outputs NSF (non-sufficient funds) notices for customers whose payments have been returned.
    • Report: This is a general option that you can use for other types of correspondence, such as email notifications for a service request type.
    • Budget Billing: Outputs budget billing removal notices.
    Description
    Specify a description of the correspondence process.
    Print Report
    Optionally, specify the report to use for print output.
    View Report
    Optionally, specify the report to use for viewing the correspondence within Infor Public Sector.
    Create After Days
    Specify the number of days after a correspondence schedule is added that correspondence will be created.

    By default only weekdays that are not holidays are counted. To include weekends and holidays, select the Include Weekends and Include Holidays check boxes.

    Send After Days
    Specify the number of days after correspondence is created that it will be sent. To send the correspondence at that same time it is created, you can specify 0.

    By default only weekdays that are not holidays are counted. To include weekends and holidays, select the Include Weekends and Include Holidays check boxes.

    Days to Store
    Specify the number of days to store correspondence.
    Object Component
    Specify the business object that will be used to get the email address that correspondence should be sent to.
    Email Component
    Specify the component property that will be used to get the email address that correspondence should be sent to. This is a property of the object specified in the Object Component field.
    Save Correspondence in File System
    Select this check box to save the correspondence output in the file system.

    The Output File Path field is displayed when you select the Save Correspondence in File System check box.

    Note: Output File Path is a required field, but it is important to note that the path that you enter is not actually used to store correspondence. The path specified in the Report File Export Path on the Global Report Settings node in the Reports Manager is used instead.

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

    Use Contact Preference Settings
    Select this check box to use each contact's preferred delivery method. Delivery preferences are specified in the Corr. Delivery field of the contact information record. If you select this check box, the Delivery Options list is hidden.
    Delivery Option
    Select the delivery method for this correspondence setup. You can select None, Mail, EMail, or Both.
  4. Optionally, specify additional information for email output.
    These additional fields are shown if you select EMail or Both from the Delivery Option list, or if you select the Use Contact Preference Settings check box:
    Subject Report
    Optionally, specify the report to use for the subject line of the email output.
    Attachment Report
    Optionally, specify the report to attach to the email output.
    Body Report
    Optionally, specify the report to use for the body of the email output.
    Send E-Mail Content as Attachment
    Select this check box to attach the correspondence to the email rather than including it in the body.
    Attach to Record
    Select this check box to add the correspondence as an attachment to the associated record in Infor Public Sector. For example, you might want to attach bill outputs to the corresponding bill records.

    If you select this check box, two additional fields are also shown. 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 to determine whether the correspondence is attached to the record.

  5. Click Save.