FIN114: Financial Documentation RevitalisationDescription: Run end to end print/email process for each document using standing data OVERALL OUTCOME: PASS/FAILTESTER: DATE: XX/XX/XXGeneric Changes where applicable:- Where documents are printed, the backup documentation which is currently sent by email, to be printed on the reverse. - Payment Terms taken from the invoice data rather than the customer default - Remove the remittance and file copy of sub ledgers- Remove all watermark for reprints- Documents are being emailed, to the correct recipients and cc emails are being received by depts.- Documents are loaded into document management system (Serengeti)- Documents can be searched/viewed in document management system (Serengeti)

Individual Requests:S01, S02, S11 first and second reminders – named commercial 1st and 2ndSecond page for these reminders – named reminder commercialS06 first and second student (exclude customers with F prefix) reminders (this is new and no second page) – named student remindersS11 instalment plan letter – payment category DD – named S11 DDSecond page for S01, S02 and S11 invoices (just realised a word has been omitted) – named invoice commercialIf the commercial reminders are sent by email if an email address is present we will need to agree the email wording.The new student reminders should only be an email as scripted without any attachment. If S06 prefix F customers can’t be excluded

DOC 1 Document: INVOICEDid the invoice print?Have the generic changes been implemented (where applicable)?Have any individual requests been implemented?

OUTCOME: PASS/FAIL

DOC 2 Document: REMINDERDid the reminder print?Have the generic changes been implemented (where applicable)?Have any individual requests been implemented?

OUTCOME: PASS/FAIL

DOC 3 Document: STATEMENTDid the statement print?Have the generic changes been implemented (where applicable)?Have any individual requests been implemented?

OUTCOME: PASS/FAIL

DOC 4 Document: INSTALLMENT PLANDid the instalment plan print?Have the generic changes been implemented (where applicable)?Have any individual requests been implemented?

OUTCOME: PASS/FAIL