Letter Loops

ACE Letter Loops

ACE has 5 different types of letter loops. Letter loops are used to loop through information related to bundled accounts, payment/promise plans or certain transactions into the letter templates described below.

New Bundle Letter

• The new bundle letter loop will look at the status codes in each bundled account and will only put accounts in the letter that have status codes in the “NEW” status group.
• The letter type used for the letter profile is BUNDLE.
• To make sure you have the letter loop attached to your template, right click in the table where your bundle fields are and select table properties. Once the Table Format opens you should see new_bundle_loop in the field next to Name under the properties section.

• Below is an example of the new bundle letter loop output.  This bundle has a total of six accounts, but only two new accounts. In the letter the amount due shown above will always reflect the total of all the accounts in the bundle.

Active Bundle Letter

• The active bundle letter loop in this template will put all bundled accounts in the letter that have an active status in the “ACTIVE” status group.
• The letter type used for the letter profile is BUNDLE.
• Check the Table Format Properties, (see step c. under the New Bundle Letter) to make sure, “active_bundle_loop” is in the Name field.

• Below is an example of the bundle letter loop output. Only three out of the six accounts in the bundle have active status codes.

All Bundle Letter

• The all bundle letter loop in this template will put all bundled accounts in the letter regardless of their status.
• The letter Type for the letter profile is BUNDLE.
• Check the Table Format Properties, (see step c. under the New Bundle Letter) to make sure, “bundle_loop” is in the Name field.

• Below is an example of the bundle letter loop output.  As you see in this example all accounts are put into the letter regardless if the accounts balance or status.

Bundle Group Letter

• The bundle group letter loop in this template will put all bundled accounts that match the bundle group specified in the letter profile.
• The letter Type for the letter profile is BUNDLE_GROUP.
• Check the Table Format Properties, to make sure, “bundle_group_loop” is in the Name field.

Payment Plan Scheduled Letter

• The payment plan scheduled letter loop in this template will put the payment dates and amounts that were set up in the payment or promise payment plan into the letter. This letter is automatically generated once the account is setup on a payment/promise plan.
• The letter Type for the letter profile is PAYMENT_SCHEDULE
• Check the Table Format Properties, (see step c. under the New Bundle Letter) to make sure, “payment_plan_schedule_loop” is in the Name field.

• Below is an example of the payment plan schedule loop output. The letter displays all the scheduled payments on the payment/promise plan.

Payment History Loop Letter

• The Payment History Loop Letter will loop through and display all previous received payments on an account, listed in the transaction section. 
• The Letter Type for this profile is:  PAYMENT_SCHEDULE
• You will want to create (2) tables in the letter template.  The first table is just for the column headers.  The second table is for the actual data.  Otherwise the column headers will duplicate and only display the most recent payment.  Example screenshots below:
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• Please note, if you have the option, instead of creating 2 tables, 1 for header 1 for data, you could also do this:
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Debt Trans Loop Letter

• The debt trans letter loop template has two letter loops in it. The first letter loop will put all adjustments owing into the letter. The second letter loop will put all transactions received into the letter.  
• The letter Type for the letter profile is DEBT.
• Check the Table Format Properties, (see step c. under the New Bundle Letter) for both Charges and Credits (debt_trans_owing_loop) and for Payments Received (debt_trans_received_loop),  to make sure  the below letter loops are in the correct field.

• Below is an example of the debt trans letter loop.