Setting Up Follow-Up Letter Processing

Page Name

Definition Name

Usage

Letter Code Page

LETTER_CD_TBL

Define letter codes for follow-up letters.

See Setting Up Follow-Up Letter Codes and the Letter Code Page.

To set up follow-up letters, use the use the Letter Code (LETTER_CD) component.

PeopleSoft Receivables ships letter codes for follow-up letters. The system requires that you use the letter code of F for follow-up letters.

PeopleSoft also delivers a sample follow-up letter that you can modify to fit your needs.

Use this component to:

  • Set up follow-up letter codes.

  • Modify the sample follow-up letter.

Use the Letter Code page (LETTER_CD_TBL) to define letter codes for follow-up letters.

Navigation:

Set Up Financials/Supply Chain > Product Related > Receivables > Options > Letter Code > Letter Code

Field or Control

Description

Letter Code Type

Select Follow Up Letter.

PeopleSoft Receivables delivers a sample follow-up letter that you can modify to create a follow-up letter that is more suitable to your organization's needs. You can use BI Publisher to modify the ARX33004 report.

Note: If you save the report file with a different name, you must create a process using the Process Definition page in PeopleSoft Process Scheduler that follows the model of the existing ARX33004 report. You also must create a new process definition that includes the two processes used to generate follow-up letters on the Job Definition page.

Editing BI Publisher reports is covered in detail in PeopleTools: BI Publisher for PeopleSoft.

See PeopleTools: BI Publisher for PeopleSoft, "Creating Report Templates" and "Defining Report Definitions."