Configuring CU·Documents merge field codes

Menu 10.7.80

You can use any of the @codes available in The Collector System to place information into a CU·Documents letter/notice or form. The @codes also determine how information prints on the letter/notice.

@F codes can only be created or edited from the Financial Profile screen. For more information, see Adding or editing Fiscal fields.

If there is not an existing @code for the information you want to include, you can create your own. For example, if there is not an @D code for debtor attribute 24, you can create your own @D code to place the information from attribute 24 into the letter/notice or form. It is important to note, however, that you cannot control how the information prints from a custom @code; it simply prints as the information displays in the attribute. The only exception to this is when you create an @X code.

An @X code is a custom code that you can use to access information in any attribute in the system. The advantage of using an @X code is that BLIB PRINT.X can be modified to format the information the way you want it to look. For example, if the information you want to access is a date or dollar amount, you can use an @X code to access the information in the attribute and modify BLIB PRINT.X to format the data properly.

After creating a custom field, you can place the information from the custom field into CU·Document letters/notices and forms by using the custom merge field code assigned to the custom field.