The Letter Request functionality allows for the selection of letter type and data content for a correspondence type, in order to create a merged letter file. The letter request is created in response to a trigger from within Sonata, either initiated automatically from some process by the system (task manager, specific activity, etc) or directly by the user.
On the Request Letter wizard, available options are controlled by the flags on the Template for the selected letter (see Common > Correspondence > Template Maintenance). For example, if the template allows account letters and product letters, then these options will be available in the Select Letter For field on the Request Letter wizard.
Within the correspondence type, a choice can be made to determine whether or not transactions are to be included in the text. Transactions will only show on correspondence produced where the letter dataset has been built to allow the selection and printing of transactions. Otherwise selections made will be ignored. The choices available are:
Transactions by Date.
Notes:
The Sonata correspondence tables and the Letter Dataset tables are populated based on the defined Letter Template and Dataset for this letter request type.
Once created, No editing of the letter content is possible. Once the letter request has been submitted, the letter can be viewed via the ‘Letter Enquiry’ functionality.
The system will select an address based on the "Delivery Options List" for the client, set up on the letter template maintenance screen.
Sonata, by default, uses a specialist Letter Queue (LETQ) to process these letter requests. If the requests are not being produced, check the Letter Queue Engine (LETQ) is running.
Note - the use of this queue can be overridden (see Common > Correspondence > Template Maintenance), nor is it used for single client or account requests.