Setting Up Follow-Up Letter Processing

Page Used to Set Up Follow-Up Letter Codes

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.

Understanding Setting Up Follow-Up Letter Processing

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.

Setting Up Follow-Up Letter Codes

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

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Receivables, and then Options, and then Letter Code, and then Letter Code

Field or Control	Description
Letter Code Type	Select Follow Up Letter.

Modifying the Sample 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."