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Fields for Corporate Client Letters
From the Data
Template Tab, use the following statement and invoice fields to create
data templates necessary for the generation of letters for corporate clients
only.
Statement Fields
Corporate Client Activity
Select this field to print information for all
leases attached to the selected corporate client. If the lease is not
for a corporate client, then only the lease information prints. When the
field prints, it prints as a summary field that includes the following
components separated by a tab:
date (tab) transaction (tab) description (tab) amount (tab) balance
Date
The date is the date of the transaction.
Transaction
The transaction can be any of the following items: Balance Forward (for
the starting balance), Inv #xxxxx (for new charges), Reference #/Payment
type (for payments), Adjust Inv #xxxxx (for adjustments), Refund, Forfeit,
Security, Write-off.
Description
The description is the primary resident name and address for the item.
Suggested Tabs Setup for the Activity Block
8 pt fonts with tabs of .63 left, 2 left, 5.13
right, 5.88 right
Corporate Client Ageing
Select this field to print the sum of all open
items for a lease that is associated with a corporate client. If the lease
is not associated with a corporate client, then only the balances for
the lease prints. When the field prints, it prints a block that includes
the following balances based on open items and the sign on date and separated
by a tab:
(Tab) current (Tab) 1-30 (Tab) 31-60 (Tab) 61-90 (Tab) >90
Suggested Tab Setup for This Section
1, 2, 3, 4, 5…all right justified and with a 9
pt font
Corporate Client Balance Due
Select this field to print the sum of the balances
due for all leases associated with this corporate client. If the lease
is not attached to a corporate client, then only the lease balance prints.
Corporate Client Description
Select this field to print the description from
your corporate client setup. If the lease is not associated with a corporate
client, then only the building and unit ID print.
Resident prompted Name/address
When this field prints, it prints the standard
resident address for non-corporate client leases and the corporate client
address for corporate client leases.
Invoice Fields
Corporate Client Charges Due (summary)
Select this field to print a summary of all leases
associated with a corporate client. If a lease is not associated with
a corporate client, then only the individual leases print. When the field
prints, it prints a block that includes the following components:
Beginning balance, any existing charges (summed by month and lease), the
expected charges (summed by month and lease), the total balance
Suggested Tab Setup for This Section
10 pt font with tabs at 2.88 left, 3.88 left,
5.88 right
Resident prompted Name/address
Select this field to print the corporate client
address properly for corporate client leases, as this field prints the
standard resident address for non-corporate client leases and the corporate
client address for corporate client leases.
See
Also
Data Template Grid
Data
Template Tab
Effect
of Browsers on Letters
To
Add a Data Template
To
Edit a Data Template
To
Delete a Data Template
To
Associate a Parameter with the Letter Function
Form Letters
Assign
Merge Locations
Create
Letter Functions
Letters Overview
Letters
Setup Overview
Setup
Questions for Create Letter Function Details