Account Letter Details

Purpose

Provides the ability to review or change the next overdue letter date and/or letter type. Manual Communication Replacement fields may be added to the letter also.

Timing

Account Letter details may be reviewed or changed at any time

Access

From Fixed Loan, Lease, Variable Loan modules

1. Account Browse | Select Required Account |  |  
2. Account Browse | Select Required Account |  |  
3. Review and Create Overdue Letters | Highlight Required Letter | 

Dialog Details

A dialog similar to the below will be presented:

Details Specific Fields

Field	Explanation
Last Letter Sent	Display only field of the date the last Overdue Letter was sent
Last Letter	Display only field of the letter code and description of the last letter sent
Last Letter Balance	Records the balance of the last letter sent, so that oppression values can be set on the Review and Create Overdue Letters process
Last RWN Expiry Date	Records the last date a Repossession Warning Notice was sent, so expiring letters may be searched on the Review and Create Overdue Letters process
Term Date	The Term date is automatically calculated from the Term Days set on the Account Letter Details Setup dialog
Term Amount	The Term amount is the amount due at the Term Date to payoff the loan
Count 1-9	Display only fields  The count is the number of each severity Letter that has been sent
Next Letter Date	This is the calculated due date of the next overdue letter   The date can be deleted or changed to a later date
Next Letter	Defaults to the next letter due based on the Account Letter sequence setup The Letter can be deleted and a new letter selected
Letter Notes	Type in here any notes that you wish to make about the Overdue Letter being processed Eg. the reason why a letter code or due date was changed
Letter Indicator	The default here will be the Letter Indicator set up on the Account Letter   It can be changed to another option if required
Memo Date	Display only field  of the date the last Memo Communication entered
Memo Details	Display only field of the text for the last Memo Communication
Add Manual Replacements	Check on if Manual Replacement fields are required for this letter  A prompt to enter these will display when  or  are clicked

Details Specific Buttons

[Button]	Explanation
	Accesses the Account Details dialog
	Available only when accessed via Account Details |   It allows for the immediate creation of the overdue letter specified Next Letter Details will also be updated
	Available only when accessed via Account Details |  Provides the same function as , but also prints the letter

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