7.3.1 Bulk Processing - Bulk Case Creation Introduction
To simplify and speed-up the creation of multiple cases and the production of first reminder letters where required, a bulk production facility is available:
Access via the menu option: Credit Control -> Bulk Case Creation
The bulk facility will search for all units in the system that meet the chosen criteria. The facility will allow the creation of new Cases and, if the option is selected, generate the reminder letters.
Note: This facility will not create a new Case if an open Case (of the same type i.e. SC or GR) already exists for a unit.
Block Payment Options
Before using the Bulk Processing facilities, you should check that the Payment Options have been set-up correctly for your blocks - see Block Area -> Finance -> Set-up-> Credit Control. For each block, two Payment Options are available:
- 'On demand only' - This is the default for all blocks. It is used to indicate that the block normally requires its leaseholders to pay their demands by the due date i.e. pay on demand
- 'On demand or monthly' - This should be used for any blocks where, as a matter of course, leaseholders are allowed to pay their service charge demands in monthly instalments.
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