Aged Debt Letter Configuration - Accounts Document
The Platinum System allows the layout of Sales Debt Chasing Letters to be configured to print the details you require. This is done using a system of "tokens" which represent the items you wish to print, and their positions on the Document.
Contents
Currency Configuration
There is an optional Currency Conversion configuration token which when used should be placed in the Configuration block. This token may have a currency modifier applied to it which will then be used by default throughout the document, although it can be overridden by modifiers applied to individual tokens.
| ~198x | x = Default currency modifier (optional) |
Token File Names
The layout files are stored in the 'sxco1\docs' folder, (or 'sxco2', 'sxco3', etc).
Four different letters may be produced depending on the age of the debt.
- 'SXLD019.EPL'
- Letter to accounts with only a current month balance.
- 'SXLD020.EPL'
- Letter to accounts with a balance not older than month 1.
- 'SXLD021.EPL'
- Letter to accounts with a balance not older than month 2.
- 'SXLD022.EPL'
- Letter to accounts with a month 3 or older balance.
Tokens
General Tokens
| ~1 | (30 characters) Customers Company Name
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| ~2 | (5 lines x 30 characters) Customers Address
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| ~3 | (40 characters) Account Notes
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| ~4 | (30 characters) Date - Long Format
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| ~5 | (11 characters) Account Balance
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| ~6 | (11 characters) Unallocated Amount
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| ~7 | (25 characters) Current Balance
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| ~8 | (11 characters) Period 1 Balance
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| ~9 | (11 characters) Period 2 Balance
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| ~10 | (11 characters) Period 3 Balance
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| ~11 | (11 characters) Credit Limit
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| ~12 | (12 characters) Current Period Description
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| ~13 | (12 characters) Period 1 Description
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| ~14 | (12 characters) Period 2 Description
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| ~15 | (12 characters) Period 3 Description
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| ~16 | (10 characters) Date - Short Format
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| ~89 | Space Compression
Turn space compression on and off (default). Multiple spaces on a line will be compressed down into one space. |
Currency Conversions
 | Platinum "Elite" systems only. "Solo" systems will need to be upgraded to "Elite", contact the Catalyst sales team (0116) 230 1500 or your Platinum dealer for your upgrade path. |
All tokens that return a currency amount may now be modified to convert that amount into a different currency before printing. This is done by using a currency modifier after the token number but before any parameters. This modifier begins with a special symbol and may optionally be followed by a number and/or a three character currency code.
The special symbols are currently '$' and '#' (hash symbol, but may have been misprinted as a pound sign). Both of these will cause a conversion to take place; the difference being '#' will suppress the printing of a currency symbol. This can be useful when printers don't have relevant symbols for some currencies.
The number part of the modifier may be used to specify the maximum number of characters to print. Some currencies may involve quite large amounts and this number can be used to make sure there is enough room to print them. The three character currency code specifies which currency to convert the amount to. This may be omitted, in which case the currency specified for the account associated with the letter being printed will be used, if there is one.
 | Some examples using '~29,1' amount taxed at tax rate 1.
|
Currency Configuration
There is an optional Currency Conversion configuration token which when used should be placed in the Configuration block. This token may have a currency modifier applied to it which will then be used by default throughout the document, although it can be overridden by modifiers applied to individual tokens.
| ~198x | x = Default currency modifier (optional) |
Currency Tokens
There is a group of tokens that may be used in headers and footers to print details about the currency set up for the account associated with the document.
| ~293 | (12 characters) Exchange rate from base currency to account currency
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| ~294 | (15 characters) Sub-units of the currency set for this account
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| ~295 | (15 characters) Units of the currency set for this account
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| ~296 | (30 characters) Name of the currency set for this account
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| ~297 | (3 characters) Code of the currency set for this account
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| ~298 | Skip block until next ~298
Should be used in pairs on a line. Everything between them is blanked out if there is no currency set for this account |
