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.

Use linked balance: If selected, the combined balance of all linked accounts displays as the debtor's 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 system includes in the letter the blanket settled-in-full (SIF) percent specified on the Fees tab in the Customer Properties window.

Installments: Number of installments to indicate in a multi-part settlement letter. The system allows up to six installments.

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

Due Date(s) 1st through 6th: 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 system includes in the letter 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