This category includes profile options that control how the application sends correspondence to customers.
Correspondence Category
| Profile Option | Default | User Access | System Administration: User | System Administration: Responsibility | System Administration: Application | System Administration: Site |
|---|---|---|---|---|---|---|
| IEX: Adjustment Fulfillment Template | Update | Update | Update | Update | ||
| IEX: Consolidated Invoice Template | No Default | View Only | View Only | View Only | View Only | |
| IEX: Default Fulfillment Subject | Message from Collections Department - Account: ACCOUNT_NUMBER | Update | Update | Update | Update | |
| IEX: Dispute Confirmation Letter | No Default | Update | Update | Update | Update | |
| IEX: Fulfillment Attachment Name | Account Number | Update | Update | Update | Update | |
| IEX: Fulfillment Send Method | No Default | Update | Update | Update | Update | |
| IEX: Invoice Fulfillment Template | No Default | Update | Update | Update | Update | |
| IEX: Minimum Dunning Amount Profile Check | No Default | Update | Update | Update | Update | |
| IEX: Pay Reversal Confirmation Letter | No Default | Update | Update | Update | Update | |
| IEX: Payment Confirmation Letter | No Default | Update | Update | Update | Update | |
| IEX: Promise to Pay Confirmation Letter | No Default | Update | Update | Update | Update | |
| IEX: Send Correspondence Automatically | Automatic | Update | Update | Update | Update | |
| IEX: SMTP From | No Default | Update | Update | Update | Update | |
| IEX: Strategy Default Template | Customer Catch-all Collections Strategy | Update | Update | Update | Update | |
| IEX: Strategy Fulfillment Resource | No Default | Update | Update | Update | Update | |
| IEX: Strategy Unique Fulfillment | No Default | Update | Update | Update | Update | |
| IEX: Use Customer Language for Dunning Letters | No | Update | Update | Update | Update |
Designates the correspondence template to use to send out adjustment confirmation correspondence.
If IEX: Strategy Unique Fulfillment is set to Yes, enter the name of the correspondence template to be used to send one dunning letter to a customer that consolidates all delinquencies for a day.
This profile option determines the text for the subject line of all correspondence e-mails sent out.
Select the correspondence template to be sent to customers as a confirmation when a dispute is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.
Correspondence e-mails are generated from Advanced Collections and the attachment has a generic naming format as 'collections.pdf'. Enabling this profile option allows you to receive the e-mails specifically named as "<Current Date><Customer Account Number>.pdf". This profile option is based on the Dunning level defined by you.
If IEX: Send Correspondence Automatically is set to Yes, then you can select E-mail, Fax, or Print to identify the default correspondence send method. If IEX: Send Correspondence Automatically is set to No, there is no default method and the collector selects the send method when sending correspondence.
Enter the template to be used to send a copy of the invoice from Transaction Details.
Select the level at which minimum dunning amount should be checked. The values are Account, Bill To, Bill To/Account and None. The default value is Null.
The minimum dunning amount is checked for different dunning/strategy levels as follows:
Dunning/Strategy Level - Customer
Sends letter without checking for Minimum Dunning Amount, irrespective of value of the profile option.
Dunning / Strategy Level - Account
If the profile value is set to Account: Sends letter only if Account total amount due remaining is greater than 0 and greater than minimum dunning amount at Account level. If Minimum Dunning amount at Account level is null or doesn't exist then also the profile will send the dunning letter.
If the profile value is set to Bill To: When Dunning/Strategy level is Account, this profile value cannot be set Bill To or Bill To/Account. In this scenario IEX: Send Dunning for Delinquent Customers concurrent program ends in error, Automatic work items get skipped and Resend from Correspondence history or Send Dunning from Strategy tab throws error.
If the profile value is set to Bill To/Account: When Dunning/Strategy level is Account, this profile value cannot be set Bill To or Bill To/Account. In this scenario IEX: Send Dunning for Delinquent Customers concurrent program ends in error, Automatic work items get skipped and Resend from Correspondence history or Send Dunning from Strategy tab throws error.
If the profile value is set to None: Sends letter without checking for Minimum Dunning Amount.
If the profile value is null or blank: The profile considers Account as default value and behaves same way as if the value is Account.
Dunning / Strategy Level - Bill To
If the profile value is set to Account: Sends letter only if Account total amount due remaining is greater than 0 and greater than minimum dunning amount at Account level. If Minimum Dunning amount at Account level is null or doesn't exist then also the profile will send the dunning letter.
If the profile value is set to Bill To: Sends letter only if Bill To total amount due remaining is greater than 0 and greater than minimum dunning amount at Bill To level. If Minimum Dunning amount at Bill To level is null or doesn't exist then also the profile will send the dunning letter.
If the profile value is set to Bill To/Account: Sends letter only if Bill To total amount due remaining is greater than 0 and greater than minimum dunning amount at Bill To level. If Minimum Dunning amount at Bill To level is null or doesn't exist then the profile will send the dunning letter only if Account level amount due remaining is greater than Minimum dunning amount at Account level. If minimum dunning amount doesn't exist at Account level also, then the profile will send the dunning letter without any check.
If the profile value is set to None: Sends letter without checking for Minimum Dunning Amount.
If the profile value is null or blank: The profile considers Bill To as default value and behaves same way as if the value is Bill To.
Dunning / Strategy Level - Delinquency
If the profile value is set to Account: Sends letter only if Account total amount due remaining is greater than 0 and greater than minimum dunning amount at Account level. If Minimum Dunning amount at Account level is null or doesn't exist then also the profile will send the dunning letter.
If the profile value is set to Bill To: Sends letter only if Bill To total amount due remaining is greater than 0 and greater than minimum dunning amount at Bill To level. If Minimum Dunning amount at Bill To level is null or doesn't exist then also the profile will send the dunning letter.
If the profile value is set to Bill To/Account: Sends letter only if Bill To total amount due remaining is greater than 0 and greater than minimum dunning amount at Bill To level. If Minimum Dunning amount at Bill To level is null or doesn't exist then the profile will send the dunning letter only if Account level amount due remaining is greater than Minimum dunning amount at Account level. If minimum dunning amount doesn't exist at Account level also, then the profile will send the dunning letter without any check.
If the profile value is set to None: Sends letter without checking for Minimum Dunning Amount.
If the profile value is null or blank: The profile considers Bill To as default value and behaves same way as if the value is Bill To.
Select the correspondence template to be sent to customers as a confirmation when a payment reversal is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.
Select the correspondence template to be sent to customers as a confirmation when a payment is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.
Select the correspondence template to be sent to customers as a confirmation when a payment is recorded. For this to work, IEX: Send Correspondence Automatically must also be set to Yes.
Set to Automatic to send the dunning letter to the e-mail provided in the organization contacts. Set to Manual to open a popup window in which you can provide the e-mail address to which the dunning letter will be sent. Set to Disabled so that the dunning letter will never be sent.
The name that will appear on the "From" line for e-mails sent to customers.
Note: The profile is now set at operating unit level. If it's value is null at user level, it gets value at operating unit level.
Select the default strategy template to be assigned if no matching strategy exists when running Strategy Management.
The name that will appear on the "From" line for all e-mails and faxes sent to customers.
Used when running strategies at the delinquency level. This profile controls correspondence sent to customers. Set to Yes to send a single correspondence each day that consolidates all delinquency information. You must also enter the correspondence template name to be used in the Consolidated Invoice Copy Template profile option.
Used for selecting the language for the dunning letter. Set to Yes to select the language defined for the site to which dunning letter is going to be sent in customer standard form.