Reminder Rule Fields

These are the fields that are displayed on the Reminder Rules object.

Key: * – Mandatory field

Field   Description
Active   A checkbox indicating that the rule is active.
Automated  

A checkbox indicating that the rule is automated. This is used by the batch job to send reminders automatically, at the time in the Preferred Start Time field.

You can only send automated reminders using Classic Templates.

Company * Lookup to the company that this rule applies to.

Days before or after Due Date

 *

The number of days before or after the invoice due date that you want to send a reminder on. Enter one of the following:

  • A negative number (for example, -10) to send a reminder before the due date.
  • 0 to send a reminder on the due date.
  • A positive number to send a reminder after the due date.
Description   The description of the reminder rule.
Email Template ID   Lookup to the email template that you want to use to generate the reminders for this rule.
Maximum Invoice Age for Reminders (Days)  

Specifies the maximum age in days, based on the due date, of the invoices that are selected for the reminder rule. The default value for this field is 365.

We recommend that you set this field to the same value for all reminder rules. If you set different values, expected transaction line items might not be retrieved when you run the reminder rules.

This field can be used to limit the number of invoices retrieved for each reminder rule. For example, when you first run the reminders process, you can encounter timeout errors if you have a large number of invoices that qualify for your reminder rules. You can reduce the value of this field to reduce the number of invoices retrieved.
Preferred Start Time  

If you have selected the Automated checkbox, you can enter the time at which you want to send reminders.

When you enter a preferred start time a scheduled job is automatically created for the reminder rule.

Reminder Rule Company ID   Lookup to the reminder rule company object that stores the company associated with the reminder rule.
Rule Name *

Name of the rule, up to 80 characters in length.
Sender Email Address   Lookup to the org-wide email addresses available to send reminders from. If 'None' is selected, reminders are sent from the email address of the user who starts the reminder process.
Use Conga Attachments  

If selected, indicates that the rule uses Conga to generate attachments for the invoices.

Note:

Rules that use Conga are not supported in Automated Collections in this release. If you create reminder rules that use Conga, you must use the Collections Plus page to send reminders for these rules.
Use Existing Conga Attachments  
Note:

This field is not currently supported. It is for future development.

If selected, indicates that if there are existing Conga attachments for invoices, these are used when sending reminders, instead of creating new Conga attachments.

Buttons

The following buttons are displayed on the Reminder Rules page.

Button Description
Active Activates the reminder rule and updates the Active checkbox.
Deactivate

Deactivates the reminder rule and updates the Active checkbox.

Note:

If you deactivate a rule that has a scheduled job, the scheduled job is automatically deleted. If you activate the rule again, the scheduled job is recreated.
Edit Allows you to edit the reminder rule details.
Manage Displayed on the Reminder Rule Setup tab. Displays the Reminder Rule Setup window, allowing you to edit the Email Template Name, Companies, and Sender Email Address fields.
New Creates a new reminder rule.

Reminder Rules Company

These fields are displayed on the Reminder Rules Company object.

Key: * – Mandatory field

Field   Description
Company *

Lookup to the company associated with the reminder rule.
Reminder Rule * Master-detail relationship field containing the name of the reminder rule that this record is associated with.
Reminder Rule Company Number

*

 Auto-generated record number.