FND660 – Pledge Reminder Letters
This batch
process creates a listing of pledge scheduled payments due on or before
a user-defined date. This list includes the current amount due, past amount
due, and total pledged to campaigns, funds and appeals. The pledge scheduled
payments selected are based on the Processing Date set by FAR680. The
process does not select pledge scheduled payments are not being paid by
credit card or direct debit.
The process can also generates reminder letters for donors and a merge
file you can use for creating reminder letters. Reminder notices are generated
for donors who have a current pledge due for that month and for donors
who have a past due pledge payment prior to the current month. When run
in Production mode, the process also updates the Order Payment Schedule
Payment Status to “Notice Printed.”
· EDIT
- The process creates a list (the sample report below) of pledge transactions
completed as of the As of Date with the total amount pledged, the current
pledge amount due, and any past due pledge amounts.
· PROD
- The process creates the sample report, prints reminders and/or creates
an export file (based on Create Letter and Create Export File parameter
values). Prior to 7.3.0, the process updates the order payment scheduled
payment status code to “notice printed.” As of 7.3.0, the payment status
remains as “pending,” but the Notice Printed Date gets updated to the
current date.
· REPRINT
- The process provides the list, prints reminders, or creates an export
file for selected records that have already had a notice printed.
The FND660 process defaults to selecting all campaigns, funds, and appeals.
You can limit the batch job to just one pledge product by selecting a
specific campaign, fund, or appeal from the respective batch job parameter.
In order to select more than one pledge product, but not all, you need
to enter a filter criteria.
Additional parameters were added in the 7.2.1 release to accommodate
Address Change Service functionality. Please see Address
Change Service for more information.
Parameters
| Parameter |
Description |
Required? |
| SubTitle |
The report subtitle as you want it to print as part of the
report header. |
No |
| Organization ID |
Set to the organization ID of the person running the report. |
Yes; read-only |
| Organization Unit ID |
Set to the organization unit ID of the person running the report. |
Yes; read-only |
| Campaign/Fund/Appeal |
Determines which campaign, fund, or appeal the job processes.
If values are left empty, the job processes all pledges. If a
value is entered for any of the three parameters, the job only
pulls from that pledge.
 If your
organization would like to select more than one pledge, leave
these values empty, but restrict the process using the Filter
Criteria parameter.
|
No |
| As of Date |
The date to be used to be used as cut-off date to run report
for. Record selection will include all records up to and including
this date |
Yes |
| Run Mode |
Mode in which the report runs:
· EDIT
– Creates a list of pledge transactions completed as of the As
of Date with the total amount pledged, the current pledge amount
due, and any past due pledge amounts.
· PROD
- The process creates the sample report, prints reminders and/or
creates an export file (based on Create Letter and Create Export
File parameter values). Also updates the order payment schedule
payment status code to “notice printed.”
· REPRINT
- The process provides the list, prints reminders, or creates
an export file for selected records that have already had a notice
printed. |
Yes |
| Create Letter |
· Y = process creates reminder letters
for donors with upcoming pledges set for the current month.
· N
= process does not create the reminder letters. It only creates
the pledge transaction list. |
Yes |
| Create Export File |
· Y = process create an Export file of
the donors with an upcoming pledge set for the current month.
· N
= process does not create the Export file of donors. |
Yes |
| Filter Criteria |
Allows you to add a custom SQL commands to change report output
and limit the pledges the batch job considers when creating the
list and reminder letters. |
Yes |
| Use Address Change Service |
· Y = the labels are printed with
ACS Format having Intelligent Mail Barcode, and the process makes
sure the appropriate values are set for the Barcode Identifier,
Service Type Identifier, and Mailer ID parameters. The width of
the label also increases by one row.
· N
= the ACS format is ignored and the label is printed without the
barcode. |
No |
| Barcode Identifier |
A two-digit value that indicates the degree of pre-sorting
this mail piece received before being presented for mail delivery. |
No |
| Service Type Identifier |
A three-digit value representing both the class of the mail
(such as first-class, standard mail, or periodical), and any services
requested by the sender. |
No |
| Mailer ID |
A six or nine-digit number assigned by the USPS that identifies
the specific business sending the mailing. Higher volume mailers
are eligible to receive six-digit Mailer IDs, which have a larger
range of sequence numbers associated with them; lower volume mailers
will receive nine-digit Mailer IDs. To make it possible to distinguish
six-digit IDs from nine-digit IDs, all six-digit IDs begin with
a digit between 0 and 8, inclusive, while all nine-digit IDs begin
with the digit 9. |
No |
Sample Report
