Word Template Data Fields

Template Description

A word or phrase describing the template or document being added.

Email Subject

The wording to appear as the subject of the email, if the template or document will be emailed to customers.

Template File Name

The file name of the template or document.  Click the button to select the file.  The file must reside in the \aimsi\templates folder, so the path to the file is not needed.

Auto Generated Code

Click in the Auto Generated Code box for your list of options. If the letter is to be automatically generated by AIMsi when performing a certain function (i.e. printing delinquency notices), select the applicable type to associate the template with. If the letter is not automatically generated within AIMsi and you must 'tell' the software what letter to print and whom to print it to (i.e. a template you have established to print when a check is returned for NSF), select Not Auto Generated from the drop down list.

The list of available auto generated codes include:

Code Generated from Default template

1st, 2nd, 3rd, 4th Delinquency Notices

"Delinquency Notices" on the Rentals tab of the Report Catalog

dtNotice1.dot, dtNotice2.dot, dtNotice3.dot, dtNotice4.dot

Adverse Action Letter

"Credit Check Adverse Action Letters" on the Customer tab of the Report Catalog

dtAdverseAction.dot

Approval Doc

"Approval" on the Daily Posting or POS menu

dtAppr.dot

Credit Check Denial Document

"Credit Check" on the Customer menu (when the customer is denied on the credit check)

 

Customer Card

A custom program generates this letter. 

dtMemberCard.dot

E Card Doc

"E Card" on the Daily Posting or POS menu (when an e-card is sold)

dtecard.dot

Inventory Hang Tag

"Print Hang Tags" on the Inventory menu

dtInvHangTag.dot

Layaway Doc

"Layaway" on the Daily Posting or POS menu

dtlywy.dot

Layaway Payoff Doc

"O/A Payment" on the Daily Posting or POS menu (posting the final payment that pays off the layaway)

dtlywyp.dot

Lesson Doc

"Add/Change Student" on the Lesson Billing & Scheduling menu (when a student is added)

 

Long Term Rental C2B

"Active-e Post C2B Rental" on the XML/EDI Services menu

 

Long Term Rental Doc

"Enter New Rental" on the Rental (Long Term) or POS menu

 

Long Term Rental Payoff Doc

"Early Payoff" on the Rental (Long Term) menu and "Rental Payment" on the Rental (Long Term) and POS menu (when the final payment is made paying off the contract)

dtpayoff.dot

Long Term Rental Return

"Rental Return (Long Term)" on the Returns menu

 

New Service Doc

"New Service Ticket" on the Service or POS menu

dtrepair.dot

Not Auto Generated

"Mailing/Letters" on the Customer tab of the Report Catalog

 

O/A Delinquency Notice

"O/A Delinquency Notices" on the Customer tab of the Report Catalog

dtOADelinquency.dot

Proposal Doc

"Proposal" on the Daily Posting or POS menu

 

Receive Consignment

"Receive Consignment" on the Add/Change Inventory menu

 

Reservation Doc

"Reservation" on the Short Term Rental and POS menu

dtresv.dot

Service Ticket Doc

An auto generated code of 'Service Ticket doc' will tell AIMsi that this is a next service letter and it will then appear in the 'Letter' drop down in "Service Letter" on the Service Maintenance menu.  You can have multiple service templates with this code.

dtrepservice.dot

Short Term Rental Doc

"Short Term Rental" on the Short Term Rental and POS menu

dtstr.dot

Short Term Rental Inventory

An auto generated code of 'Short Term Rental Inventory' will tell AIMsi that this is a letter that will be assigned to models/skus of inventory that may be rented on a short term basis.  Templates with this code will appear in the 'Word Document' drop down in "Inventory Word Templates" on the Short Term Rental Maintenance menu.  The letter will then print when the sku/model of inventory is entered on a short term rental.

 

Trade-In Doc

"Sales Invoice" on the Daily Posting or POS menu (when a trade-in is included on a sale)