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) |
|