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To generate a custom Renewal Notice

To enter user-defined overlay text, you may need to customize a renewal format to print merge fields from a customer's demographic data or to modify or add an available printing option. User-defined text that exceeds 255 alphanumeric characters must be specified here.

Follow these steps to generate a custom Renewal Notice for your organization:

  1. Select Utilities> Report Specs.

    The Report Specifications window opens.

  2. Select the Dues Renewal Notice to customize.

    Note: If you are cloning one of the DUES-Renewal Notices-Std. Form ASI-### reports, you may need to adjust the top and left margins to print the renewal notice correctly on your printer. To change the margins, select Options> Margins.

  3. Click Clone.
  4. Tab to the Title field and enter a unique name.
  5. Click Parameters.

    The Detail Report Parameters window displays the current parameters for the report you cloned.

  6. Tab to the Options field and add or remove available options. Available options vary from format to format. The two primary renewal notice options include the following:
    • SUPPRESS_ZERO_ITEMS - Suppresses printing line items that have been paid off or that have a zero balance. This option suppresses individual zero balance line items when the grand total of the renewal notice is nonzero.
    • PRINT_CHECKBOX - Displays checkboxes on the renewal form stub in which a customer/subscriber can choose items to pay (an optional addition that is not part of the standard option set).
  7. Tab to the Parameters field and enter the text to be printed on the renewal notices. To print your organization's name and address, enter the name and address in the Parameters field. The organization name and address will not automatically print as they do on some invoices and bills from other iMIS modules.

    The entered text overlays the standard report elements. Therefore, add hard returns (by pressing Enter) to shift text down the page far enough to avoid the preset report elements on the form.

    In the following example, three additional merge fields [Temp.Item1], [Temp.Item2], and [Temp.Item3] have been included in the overlay text. Use the following instructions to define merge fields.

Example of parameters changed on customized renewal format

  1. Click Options and select Additional Fields to open the Additional Fields window.
  2. Enter a formula or field name that corresponds to the merge fields entered in the Parameters field on the Detail Report Parameters window. Tab to each Field Name row and continue entering the data that will be merged with the overlay text entered in the Parameters field. A field can reference data contained in the Name, Name_Fin, Subscriptions.BILL_DATE, or any user-defined table. You can enter up to five additional fields in the notice by selecting Options> Additional Fields. Field names must be entered in the Filename.FIELDNAME format. For example, Name.INFORMAL brings in the informal nickname from the Name file.

    Note: The formula or field name entered in the first row must correspond to the [Temp.Item1] overlay text entered in the Parameters field on the Detail Report Parameters window.

    Note: All calculations must be prefixed with @# where # represents the number of the field (1-5). Field names do not need to be prefixed.

    Note: If you enter an SQL calculation for a field, you might be prompted: Invalid Omnis calculation: proceed anyhow? Click Yes and ignore the warning.

  3. Click OK to close the Additional Fields window.
  4. Click Save to close the Detail Report Parameters window.
  5. Click Save to close the Report Specifications window.
  6. Select the cloned report title from the Forms drop-down menu on the appropriate billing cycle.
  7. Test the renewal notice.

Example of text entry area expanded. This formula calculates the years of membership.

A portion of the text entered in the Parameters area with merge data from the resulting renewal notice.

See Also

Customizing the Renewal Notice Formats

To add user-defined text to the Dues Renewal Notice

To add user-defined text to the Dues Renewal Notice - List Bill

Example of the Dues Renewal Notice with Reminder Text

Example of the Dues Renewal Notice - No Remittance Stub

iMIS-authorized Renewal Notice formats


ASI logo 10.6 Production Release. Updated 1/13/2006 10:44:56 AM
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