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Defining and Issuing Reminder Letters

This section provides institutions who use global invoicing an example of how to define and issue invoice Reminder Letters.

Reminder Letters can be generated for open invoices after the due date has passed.

Reminder Letters can include fields such as: original invoice amount, any payments, remaining unpaid balance and the number of days passed due. Institutions define a minimum balance as selection criteria when sending reminder letters. A minimum balance can be utilized at the invoice. Like the invoice, the reminder letter can include a payment voucher.

Reminders are tracked at the student level for each invoice through Campus Community Communications.

Student Financials uses Campus Community Communications Engine to generate reminder letters. The Communications Engine process supports Population Selection and uses Queries and Equations to determine who will receive a Reminder Letter and what data will be available to the template.

Note: The information below pertains to the Global Invoicing .

For more information about the setup and generation design of communications, see Campus Community Fundamentals .

Page Name

Definition Name

Navigation

Usage

Communication Data Source

SCC_CG_DTASRC

select Campus Community, then select Communications, then select Set up Communications, then select Communication Data Source

Define communication data source.

Report Definition

PSXPRPTDEFN

select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition

Define invoice Reminder Letter properties.

Report Definition — Template

PSXPRPTTMPL

select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition, then select Template

Define template properties.

Report Definition — Output

PSXPRPTOUT

select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition, then select Output

Define output properties.

Report Definition — Bursting

PSXPRPTBURST

select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition, then select Bursting

Define bursting properties.

Standard Letters

SCC_STN_LTR_TBL

select Campus Community, then select Communications, then select Set up Communications, then select Standard Letter Table CS

Set up standard letter.

Communication Speed Keys

COMM_SPDKEY_TABLE

Set Up SACR, Common Definitions, Communications, Communication Speed Key Table

Define communication key.

Event 3C Groups

EVNT_GRP_3C_TABLE

Campus Community, 3C Engine, Set Up 3C Engine, Event 3C Group

Define 3C Event Group.

Event Definition

EVNT_3CS_SETUP

Campus Community, 3C Engine, Set Up 3C Engine, Event Definition

Set up event definition.

3C Engine Parameters

RUN_CNTL_3CENGINE

Campus Community, 3C Engine, Run 3C Engine

Define 3C Engine parameters.

Manage Duplicate Assignment

MANAGE_DUP_ASSIGN

Campus Community, 3C Engine, Run 3C Engine, Manage Duplicate Assignment

Define Manage Duplicate Assignment.

Person Communication

COMM_MGMT1

Campus Community, Communications, Person Communications, Communication Management

Review generated communication.

Selection Parameters

SCC_CG_RUNCTL1

Campus Community, Communications, Communication Generation

Running Communication Generation process.

Process Parameters

SCC_CG_RUNCTL2

Campus Community, Communications, Communication Generation, Process Parameters

Set up process parameters.

View Communication

SCC_CG_ATTREL

Campus Community, Communications, Communication Generation, Process Parameters, View Communication

View Reminder Letter.

Access the Communication Data Source page (select Campus Community, then select Communications, then select Set up Communications, then select Communication Data Source).

Image: Communication Data Source page (1 of 2)

This example illustrates the fields and controls on the Communication Data Source page (1 of 2). You can find definitions for the fields and controls later on this page.

Communication Data Source page (1 of 2)

Image: Communication Data Source page (2 of 2)

This example illustrates the fields and controls on the Communication Data Source page (2 of 2). You can find definitions for the fields and controls later on this page.

Communication Data Source page (2 of 2)

Click Register Data Source if this is a new Data Source or if the Communications Data Source definition has been modified.

Access the Report Definition page (select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition).

Select the QA_CS_SF_RMD report (Invoice Reminder Letters).

Image: Report Definition page

This example illustrates the fields and controls on the Report Definition page. You can find definitions for the fields and controls later on this page.

Report Definition page

Access the Report Definition — Template page (select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition, then select Template).

Image: Report Definition — Template page

This example illustrates the fields and controls on the Report Definition — Template page. You can find definitions for the fields and controls later on this page.

Report Definition — Template page

Access the Report Definition — Output page (select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition, then select Output).

Image: Report Definition — Output page

This example illustrates the fields and controls on the Report Definition — Output page. You can find definitions for the fields and controls later on this page.

Report Definition — Output page

For Format Type, select Enabled and Default for PDF.

Access the Report Definition — Bursting page (select Reporting Tools, then select XML Publisher, then select Setup, then select Report Definition, then select Bursting).

Image: Report Definition — Bursting page

This example illustrates the fields and controls on the Report Definition — Bursting page. You can find definitions for the fields and controls later on this page.

Report Definition — Bursting page

For Burst by, select fld_CG_SORT_ORDERto he reminder letter will be used by the Comm Gen process.

Access the Standard Letters page (select Campus Community, then select Communications, then select Set up Communications, then select Standard Letter Table CS).

Image: Standard Letters page

This example illustrates the fields and controls on the Standard Letters page. You can find definitions for the fields and controls later on this page.

Standard Letters page

Select the appropriate RM1 Letter Code and the Define Com Gen Parameters check box.

Template Selection

Select the QA_CS_SF_RMD report name (Invoice Reminder Letters).

Access the Communication Speed Keys page (select Set Up SACR, then select Common Definitions, then select Communications, then select Communication Speed Key Table).

Image: Communication Speed Keys page

This example illustrates the fields and controls on the Communication Speed Keys page. You can find definitions for the fields and controls later on this page.

Communication Speed Keys page

Select the appropriate RM1 Comm Key.

Field or Control

Definition
Comm Key:

Enter the name of the communication speed key to represent this set of communication elements
Category

Enter the communication category to associate with this communication speed key
Context

Enter the communication context to associate with this communication speed key.

Field or Control

Definition
Duration

Enter Document as method of the communication that you are associating with this communication speed key.

Direction

Enter Outgoing as the direction of the communication you are associating with this communication speed key.
Letter Code

Enter RM1 as the code you are associating with this communication speed key

Access the Event 3C Groups page (select Campus Community, then select 3C Engine, then select Set Up 3C Engine, then select Event 3C Group).

Image: Event 3C Groups page

This example illustrates the fields and controls on the Event 3C Groups page. You can find definitions for the fields and controls later on this page.

Event 3C Groups page

Access the Event Definition page (select Campus Community, then select 3C Engine, then select Set Up 3C Engine, then select Event Definition).

Image: Event Definition page

This example illustrates the fields and controls on the Event Definition page. You can find definitions for the fields and controls later on this page.

Event Definition page

Select the appropriate SF RM1 Event ID.

Access the 3C Engine Parameters page (select Campus Community, then select 3C Engine, then select Run 3C Engine).

Image: 3C Engine Parameters page

This example illustrates the fields and controls on the 3C Engine Parameters page. You can find definitions for the fields and controls later on this page.

3C Engine Parameters page

Select the SSF_POP_3CENGINE_SFBI query

In the Population Selection group box, select Edit Prompts to access the Query Prompts page.

Image: Query Prompts page.

This example illustrates the fields and controls on the Query Prompts page. You can find definitions for the fields and controls later on this page.

Query Prompts page.

Access the Manage Duplicate Assignment page (select Campus Community, then select 3C Engine, then select Run 3C Engine, then select Manage Duplicate Assignment).

Image: Manage Duplicate Assignment page

This example illustrates the fields and controls on the Manage Duplicate Assignment page. You can find definitions for the fields and controls later on this page.

Manage Duplicate Assignment page

Check Duplicate Communication

Select the Check Duplicate Communication check box.

In the Variable Data field within the Additional Conditions to Prevent Duplicate Communication group box, select Match.

Click Run to run the process.

Access the Person Communication page (select Campus Community, then select Communications, then select Person Communications, then select Communication Management).

Image: Person Communication page (1 of 2)

This example illustrates the fields and controls on the Person Communication page (1 of 2). You can find definitions for the fields and controls later on this page.

Person Communication page (1 of 2)

Image: Person Communication page (2 of 2)

This example illustrates the fields and controls on the Person Communication page (2 of 2). You can find definitions for the fields and controls later on this page.

Person Communication page (2 of 2)

Note the Communication Completed check box is not selected.

Access the Selection Parameters page (select Campus Community, then select Communications, then select Communication Generation).

Image: Selection Parameters page

This example illustrates the fields and controls on the Selection Parameters page. You can find definitions for the fields and controls later on this page.

Selection Parameters page

Access the Process Parameters page (select Campus Community, then select Communications, then select Communication Generation, then select Process Parameters).

Image: Process Parameters page

This example illustrates the fields and controls on the Process Parameters page. You can find definitions for the fields and controls later on this page.

Process Parameters page

Output Settings

In the Missing Critical Data group box, select the Produce Communication check box and the Complete Communication check box.

Access the Person Communication page (select Campus Community, then select Communications, then select Person Communications, then select Communication Management).

Image: Person Communication page (1 of 2)

This example illustrates the fields and controls on the Person Communication page (1 of 2). You can find definitions for the fields and controls later on this page.

Person Communication page (1 of 2)

Image: Person Communication page (2 of 2)

This example illustrates the fields and controls on the Person Communication page (2 of 2). You can find definitions for the fields and controls later on this page.

Person Communication page (2 of 2)

Note the Communication Completed check box is selected.

Click View Generated Communication to view the reminder letter.

Access the Reminder Letter for Global Invoicing.

Image: Reminder Letter for Global Invoicing

This example illustrates the fields and controls on the Reminder Letter for Global Invoicing. You can find definitions for the fields and controls later on this page.

Reminder Letter for Global Invoicing