The purpose of the Acknowledgment Table is to configure the acknowledgment reports which can be generated after loading new business.
Client Acknowledgments Table Navigation Menu
Client Acknowledgments UI Navigation Window
Once the Client Acknowledgment option is selected, the following window is displayed
Client Acknowledgment Maintenance Window
|Exit -||Navigates back to the main IMPACT window without making any changes|
|Add -||Creates a new record.|
|Edit -||Modify an existing record.|
|Delete -||Removes an existing record.|
|Print -||Prints the record list to the print queue|
Add New Client Acknowledgment
Add New Client Acknowledgment Window
This window is displayed blank when adding a record and as shown when editing.
When adding a new acknowledgment type:
|Client Acknowledgment Code -||3 characters (alphanumeric)|
|Client Acknowledgment Description -|
Once that process is complete, User will begin to design the form within the Headings and Fields Setup body.
Within the acknowledgment editor, user is able to customize the layout and fields which will populate the form when running the acknowledgment generation process.
A required text within the body of the acknowledgment is Links_Start and Links_End. These codes will loop trough the dictionary items.
Options for this form are:
|Exit -||Navigates back to the main acknowledgment table window|
|Save -||Saves your new or modified form.|
|Dictionary -||Displays the following window containing all debtor fields.|
How to insert a field: Simply place your cursor at the desired position where you want the field placed within the body of the acknowledgment. Then select the dictionary icon at the button of the form.
Field Dictionary Window