Use this activity to display statistical data about reminder proposals for
which reminders have been printed or sent by email, fax or XML file. The
analysis window allows you to query for reminders independent of the proposal ID
and to display totals of reminded amounts, reminder fees and accrued interest
with different groupings. The selection of reminder is performed on the reminded
item which is the bottom level of the 3-level reminder statistic. The zoom-in
dialog has options to group and summarize the result of queried reminders. The
total amounts in the analysis windows are displayed in accounting currency. If
you select check box Currency in the Zoom-In dialog, the analysis window will
display the reminder totals per invoice currency. Cancelled reminder items are
not included in the reminder totals.
Note: Since an invoice can be reminded in several levels, it is included in the
analysis as many times as it was reminded. The amounts and number of items
includes all levels of a reminded item. For example, if an invoice is reminded
for level 1, 2 and 3, the number of items will be displayed with 3. Select the
check box Reminder Level in order to display the analysis result per reminder
level.
This activity requires that reminders have been printed or sent to a payer by E-mail, fax or using an XML file with a customer reminder proposal. The reminders must not have been cancelled.
As a result of this activity the selected information will be displayed.
To view customer reminder analysis per payer and reminder level:
To view customer reminder analysis with Zoom-In