7.3 Bulk Process - Bulk Case Creation
7.3.4 How to Stop the Automatic Generation of Reminder Letters
On occasions you will not wish to automatically generate Cases, and reminder letters, for a specific block or unit which would otherwise satisfy the criteria in Step 1: If a complete block is to be excluded from the bulk process then the block should ...
7.3.3 Step 2 - Create Case(s)
The screen lists all of the units for either ‘All Blocks’ or the particular Block selected where Credit Control Cases could be raised against them. The column headings are: On the far left is a Checklist box which you tick for all Units shown on the ...
7.3.2 Step 1 - Bulk Case Creation - List Potential Cases
This screen lists out all potential cases where a unit holder is in arrears and needs to be chased for payment. Accessed via the Workbench -> Credit Control -> Bulk Case Creation In ‘Step 1 – Bulk Case Creation - List Potential Cases’ section using ...
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 ...