Coupon Outbound

You can find the Coupon Outbound function under the Outbound tab. Use this function when you want to create coupons to print and mail to your borrowers or to create a data file to send to an outside agency for coupon processing.

Enter the following information on the Coupon Outbound screen, depending upon your desired output, and click on the Add icon.

Field Name	Required?	Size/Format	What to Enter
Create a	Required	Drop-down list	Choose “Coupon Report” if you will be printing the coupons at your institution. Choose “Coupon Outbound File” if you will be sending the data to an outside agency for processing.
Batch Type	Required	Drop-down list	You have the option to choose “All Unprinted Coupons,” “Benefit Expirations,” or “Yearly Mass Mailing.” ·        All Unprinted Coupons will print coupons for all coupons requests that are marked as “N” in the Printed Ok column of the coupon request. ·        Benefit Expirations will print coupons for benefits that are about to expire. ·        Yearly Mass Mailing will print coupons for any loan that is marked with a payment method of “Coupon.” Using this setting will override any existing coupon requests.
Yearly Mass Mailing and Benefit Expirations Specify first coupon date and last coupon date	Optional	8 numeric characters	Format is mmddyyyy. If you have chosen to do a Yearly Mass Mailing or Benefit Expirations mailing, you must indicate the first and last coupon dates.
Include customers with first coupons due From…Through	Optional	8 numeric characters	Format is mmddyyyy. If you have chosen to run for All Unprinted Coupons, you must indicate the beginning and end dates for the coupons. To determine if a coupon should be included in the report, the system will look at the date fields on the coupon request.
Include past due amounts on first coupon	Optional	Check box	Check this box if you would like to include past due amounts on the first coupon.
Update CLM to record the coupon records as “printed”	Optional	Check box	When you check this box, CLM will update the borrower’s record in Borrower History to indicate that a coupon was printed. Records marked as “printed” will not be included if the report is run again with the same criteria.

When the report is complete, the system will create a Coupon Report in Crystal Reports that will be displayed on your screen (if you have chosen “Coupon Report”), or it will create a Coupon outbound file (if you have chosen “Coupon Outbound File”).

If you have chosen Coupon Report, you will need to either print the report on your laser printer, or export the file in a format that can be sent elsewhere on campus to be printed. Both of these are done through Crystal Reports. To print the report, click on the printer icon. To export the report, click on the envelope icon. To see a sample Coupon report, click the following link: Coupon Report.

If you have chosen Coupon Outbound File, the file you create will be located in the directory listed on the Coupon Outbound screen. The location of this directory is set up in Office Management.

If you did not choose to update CLM to record the coupon records as printed, you will be prompted to either "mark as printed" or "ignore the file."  You will need to make a choice to be able to create another report or outbound file.

·        If you choose to “mark as printed,” Borrower History for all records contained in the file will be marked as printed, and processing for that file will be complete. The Coupon Outbound screen will be refreshed so that you can create a new Coupon Report or Coupon Outbound file.

·        If you choose to "ignore the file," the system will delete the file and the Coupon Outbound screen will be refreshed so that you can create a new Coupon Report or Coupon Outbound file.

·        You can choose not to perform either of the processing options by exiting out of the Coupon Outbound function. Your file will remain in the system until you either mark the records as printed or delete the file. The next time you access the Coupon Outbound screen you will be notified that a previous file exists and you need to take action on it.