Entering content frameProcedure documentation Generating Correspondence Locate the document in its SAP Library structure

Use

When you process loan applications, offers, contract, contract disbursements and rollovers for loans given, you can generate correspondence for the individual activities.

Prerequisites

You must define the correspondence activities and your standard letters in the Correspondence section in Customizing, and assign these to the individual functions (system transactions).

Procedure

You are processing an application, offer, contract, disbursement, or rollover.

  1. Choose Generate Correspondence.

    2. Note 

    From the disbursement overview screen, you can call up the correspondence relating to a specific disbursement by positioning the cursor on the relevant disbursement and choosing Edit ® Generate Correspondence.

  2. The Document Selection dialog box appears. In the Execution parameters section, the system defaults to the current date as the letter date. Where applicable, enter a different date for the document.

    3. Specify whether the correspondence should be generated online (immediately) or scheduled for processing at a later date (in the background).

    Note

    You must generate external payment schedules, external account statements and interest certificates online. However, this does not apply for mass processing in activity management.

  3. The Document structure section lists the correspondence that is available for processing (depending on your Customizing settings).
  4. Select a document and choose Selection.

If you schedule correspondence processing for a later date, a dialog box appears, in which you can enter the corresponding start date.

 

 

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