Create a Letter Request Query

Use the Letter Requester window to create a query to request letters.

To create a letter request query

1. In the Main Menu window, from the Tools menu, click Letter Requester. The Letter Requester window appears.

Note: The system selects Exclude Duplicate Records to prevent including the same account twice in the letter request.

2. To limit the query results to a specific number of records, select Maximum Records and then, in the box, type the maximum number of records to include in the results.

3. In the Conditions pane, the Debtor Type condition is included by default. To modify the condition, do the following:

1. Double-click the Debtor Type condition. The Debtor Type dialog box appears.

2. Do one of the following:

• To include a value, click Value is one of the following.

• To exclude a value, click Value is not one of the following.

• Select a check box to include a customer, or clear a check box to exclude a customer and then click Okay.

Note: To delete the condition, right-click the condition and then click Delete. In the confirmation dialog box, click Yes.

4. In the Conditions pane, do the following as necessary:

• Create one or more conditions for the query.

• Modify one or more conditions.

• Modify the order of the conditions.

• Group conditions for evaluation.

5. In the Order pane, do the steps to Specify the Sort Order for Query Results.

6. To count the number of records that match the selection criteria, in the toolbar, click Count. The results appear in the Query Designer dialog box. Click OK.

7. To save the query, do the following:

1. In the toolbar, click Save. The Save Query Dialog box appears.

2. In the Query Name box, type a name for the query and then click Save.

Tip: To overwrite an existing query, in the Name column, click the query to overwrite and then click Save.

8. To run the query to generate letter requests, do the steps to Generate Letter Requests.

Related Topics

Letter Requester

Queries