7.2 Free Format Message Maintenance for Customer Details

You can maintain free format message for customers through the Free Format Message – Customers screen.

To capture details of free format messages screen

Specify the User ID and Password, and login to Homepage.

1. On the homepage, type OLDFFMCU and click next arrow.
   The LS/LD - Free Format Messages screen is displayed.

   Figure 7-2 Free Format Messages

   
   

   
   Description of "Figure 7-2 Free Format Messages"

   
   
2. Every customer is to be associated with an auto generated contract reference number and this contract reference number is to be used while generating the free format message for specific customer.
3. You need to maintain two different free format templates for Future Dated Tax Documentation Expiration and Current/Past Tax Documentation Expiration as there is wording changes for Will Expire/ Past dated uses Has Expired.
4. You are able to generate any of the above messages for specific customer by specifying a customer number in this screen. If you have not maintained a customer number, then the system generates the message to all active customers, for whom the Tax Expiry date is same as the Effective date defined.
5. You can review the messages once they are generated and before they are released/ approved. Once it is authorized, you can view the message on the basis of customer number in the Outgoing Fax Browser screen.
   For more information, refer to Bilateral Loans User Manual.