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Account Hold Effective Dates

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Account Hold Effective Dates

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This event is based on the hold codes "Effective Date" and "Document Number." This event allows for ten different intervals of days to be entered (IEHLDE), such as 30, 60, and 90 days, so you can create a unique letter for each time frame entered. The time frame will be calculated by comparing the processing date to the Effective Date of the hold. Letters for accounts with "No Mail" addresses will also create an event for each time frame by adding 100 to the event number. (See the main Event Setup Screen help for more information on the No Mail Option.)

 

This event is run daily in the afterhours. It will analyze the hold record on an account to determine whether a document number and effective date are present. If they are both present and meet the interval time frame, an event will be triggered. The interval value is added to the effective date. For example, an effective date of the 19th with an interval of 3 will process a letter on the 22nd.

 

Each event and document number for the time frames will create a unique event number and a unique letter generated in the afterhours. Event numbers 3010 - 3019 will be used for this new event, and the letter numbers correspond to the position on the intervals, as shown in the table below.

 

Interval Position

Event

Number

1

3010

2

3011

3

3012

4

3013

5

3014

6

3015

7

3016

8

3017

9

3018

10

3019

 

To use this event, complete the following steps:

 

1.Add the hold code(s) to accounts.

2.Set up the Event Letter intervals in this field.

3.Set up your events and letters in the GOLD EventLetters PC product. (See the GOLD EventLetters user guide for more information.)

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