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This feature require a special licenseagreement signed before BRP staff can activate it.
Configuration
Configuration done by BRP staff
(TP57032 “General configuration”)
useAutomatedReminderSolution - set to true for companies.
activate SendRemindersScheduleTask, parameter companies=1,2,3 can be used to limit to some companies for specific runs, use setting above to configure for companies.
useCompanyReminderFlowSteps - set as true if reminder steps will be configured on a company level. If false, reminder steps will be configured on a system level.
Configuration done by system administrator
Setting
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TODO
removeReminderFeesWhenSendingToDebtCollection if reminder fees should be cleared before sending to debt collection.
Configure rights
‘Automated reminder solution - Configure’ - create and change custom reminder steps
‘Automated reminder solution - Statistics’ - view the outcome of the reminder activities
Setting up reminder steps, make sure company is set when changing to useCompanyReminderFlowSteps. Custom invoice reminder flow (configure)
How to use
Reminder fee products
The product for the reminder fee on each step is used to set the total fee (including the fee from previous steps).
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Review the status and progress of reminder tickets
(TP56618 “Collect statistics and present in BRP Cloud”)
TODO
(TP58644 “For each reminder step, show days since due.”)
If the setting (from TP58474 “Settings and rights”) named ‘useAutomatedReminderSolution’ is active, display an extra read only field on the InvoiceReminderFlowSov with the total due days up to that Step. Also display this as a column on the InvoiceReminderFlowMov.
Renamed the field in InvoiceReminderFlowSov and the column in InvoiceReminderFlowMov, from ‘Min days between next step’ to ‘Min days since last step’ for better clarity.
Custom invoice reminder flow Work in progess, updated when the new statistics view is available