Free Form Text - ARUPEETX
The Accounts Receivable (AR) Free Form Text (ARUPEETX) page allows the creation of generic or targeted messages to print on selected statements or invoices.
Category and ID: Refers to the type of text. Category and ID may also be modified by Priority, Text Group, Status, and Text for Selection Class.
Category | How Used | ID |
|---|---|---|
SC | Used to assign a generic message to a group of statements/invoices at run time based upon the criteria defined by the related Selection Class. | For "SC" entries, enter the Selection Class name given to this particular Free Form Text message. |
CL | Used to code text that routinely provides additional descriptive information for a single transaction. This text is used at data entry time to provide a coded method for entering Line Item Text (LI). | For "CL" and "CR" enter a unique coded name to be referenced at transaction data entry time to associate the text to the reference or single transaction being entered. |
CR | "CR" is also coded text that is routinely used to provide additional descriptive information for a transaction reference or invoice. This text is used at data entry time to provide a coded method for entering Reference Text (RF). |
|
AC | Used to relate descriptive information to the Account ID itself. | Enter the Account ID for "AC" entries. |
RF | Descriptive information related to a reference or invoice and is typically entered during data entry of the Invoice. | "RF" is descriptive information related to a reference or invoice and is typically entered during data entry of the Invoice. |
LI | Descriptive information related to a single transaction and can only be entered at data entry time for the transaction. | For "LI" entries, this is the unique pointer to the text associated with the transaction. "LI" type text cannot be entered here. |
Priority: Relates to Text Type of SC only; specifies the order where the system is to search a given Text Group to find the appropriate selection.
Text Group: Relates to Text Type of "SC" only; all like messages should be given the same Text Group. An example is an "overdue account" group. By setting up multiple "SC" Text IDs, there can be several different types of "overdue account" messages. The Selection Class determines which message to print. A group of "holiday" messages can then be defined in the same way. Then the "holiday" and the "overdue account" groups can be specified and followed by appropriate review for qualification of processing.
Status: Relates to Text Type of "SC", "CR", "CL" only; enter "A" for active, "I" for inactive. Inactive status will not be processed.
Selection Class Text ("SC" Category only): Enter the defined Selection Class that is to be passed for the entered text message.
Text Tab
Enter the desired text. If the Text Type is "AC", the line may be prefixed with "BILL YYMM" to indicate that this particular message will appear on the Account ID Statement of Changes for the month and year given. For example, entering "BILL 9310 Happy Birthday!" will cause a message on the statement of changes that reads "Happy Birthday!" This is useful for giving an account a one-time only message on the Statement of Changes.
Billing Text Tab