Navigator Address:
Common > Correspondence > Create Request
A list of available letter templates is displayed in a hierarchical 'tree view' format, showing letters available for each Sonata component type. When the Letter Request wizard is invoked from the Customer Service screen or the Client Maintenance screen, only letter templates with Allow Manual Letter Request turned on are available. When the Letter Request wizard is invoked from the Navigator, the tree view lists all letter templates. Once user has selected a template, the appropriate details display to the right.
Follow the steps below to create a Letter Request for a selected template:
In the centre pane, select a Letter Template.
Note - Letter types that have
a merge method of External does not display or is available for selection.
Note – Letters types that are
the cover letter for a Communication Pack will trigger all letters
included in the Communication Pack to be created.
In the right-hand pane, select the
appropriate ‘Request Letter(s) for’ option from the available
list in the drop down box.
This controls the addressee and letter contents. For example,
option “Client and Account” results in a letter to the chosen client,
with contents from the chosen account.
Note - This list is controlled
by the settings on the Letter Template (see Common > Correspondence
> Template Maintenance).
Select an ‘Include
Transactions’ option from
the drop down box (default is 'No Transactions').
This determines whether any transaction information is to be included
in the letter.
Select the Override Addressee check box if you want to be able to override the default Addressee options established on the Letter Template (see Common > Correspondence > Template Maintenance).
Select the Override Delivery Method from the drop down box if user wants to override the default delivery method for the client receiving the letter.
Printer
and Printer Pool are drop
down boxes, from which an output location for this letter id specified,
if required. Only one of these options may be selected and the
other is automatically set to <none>.
Note - This functionality
is not currently enabled.
Select Next.
Your next step depends on your selection in the 'Request Letter(s) for' field in Step 2 above. Choose from the following options:
If user has requested a letter for an Account, use the Account Search Wizard to select the account for the letter, then select Next and go to Step 9.
If user has requested a letter for a Client, use the Client Search Wizard to select the client for the letter, then go to Step 10.
If user has requested a letter for a Client and Account, first select an Account number via the Account Search Wizard and then select Next to select a client number via the Client Search Wizard.; go to Step 10.
If user has requested a letter for a Scheme, use the Scheme Search Wizard to select the scheme for the letter, then go to Step 10.
If user has requested a letter for a Product or a Marketing Campaign, select from the list presented, then go to Step 10.
If user has chosen to override the default Addressee, then user now needs to select the alternative Addressee(s) for the letter. Select the check box against any of the displayed account relationships, to indicate the Addressee(s) for the letter.
Select Next.
Select Finished
to complete processing. If Auto Produce
functionality is turned on, the letter requested is immediately submitted
to the Produce Letters process.
Note - Auto Produce functionality
is controlled via Code Type, LRQP.