Generate Letter Requests

Use the Letter Requester window to run a query to request letters for accounts that meet specific criteria.

To generate letter requests

1. Create a Letter Request Query or Modify a Letter Request Query.

2. In the Select Letter section, click the letter to request. The options that are available in the Options section are based on the letter type selected. For more information about a letter type, see the Letter Console documentation.

3. Complete the information in the Options section.

Amount Due: Use linked balance: If selected, the combined balance of all linked accounts shows as the total account balance in the letter.

Settlement %: Settlement percent to include in the letter. To specify this amount, clear the Use customer blanket settlement check box.

Use customer blanket settlement: If selected, the letter includes the blanket settled-in-full (SIF) percent from the Fees tab in the Customer Properties window.

Installments: Number of installments (up to six) to indicate in a multi-part settlement letter.

Sender: Use account desk for sending user: If selected, the account desk appears as the letter sender.

Due Date(s) 1st through 24th: Due dates to include in the letter for the settlement or each multi-part settlement installment. To specify these dates, select the Include due dates on letter check box.

Include due dates on letter: If selected, the letter includes the due date for the settlement or each multi-part settlement installment.

4. In the lower section of the Letter Requester window, click Process. The Letter Request dialog box appears.

5. Click Process. A confirmation dialog box appears.

6. Click Yes. A notification dialog box appears.

7. Click OK. Use Letter Console to print the letters. For more information, see the Letter Console documentation.

Related Topics

Letter Requester

Queries