SSIS Email Templates

Click the u to view each email template.

Email Template 1

Status in SAM: Awaiting response from SODA

From:
No.Reply@xxxx.com

Subject:
Step 1 of 3: Follett ACCESS Invoice Status for [Term Name]

Body:
Invoice creation has been approved by [Requestor] through Follett ACCESS’s Self-Service Invoicing System (SSIS) for [Term Name]. SSIS has sent the needed data to SODA and expects to get a response within 24 hours. At that time, you will receive the Step 2 of 3: Follett ACCESS Invoice Status for [Term Name] communication. That communication will update you on the progress of your invoice and provided you with next steps.

Questions?
Contact your Customer Solutions Manager

Email Template 2

Status in SAM: Awaiting variance check completion by Follett ACCESS Accounting team

From:
No.Reply@xxxx.com

Subject:
Step 2 of 3: Follett ACCESS Invoice Status for [Term Name]

Body:
SODA has responded to Follett ACCESS’s Self-Service Invoicing System (SSIS) and is awaiting variance check by the Follett ACCESS Accounting Team for [Term Name]. The Follett ACCESS Accounting Team will complete the variance check within 2-4 business days. At that time, you will either receive the Step 3 of 3: Follett ACCESS Invoice & Adjustment Form are Ready for [Term Name]! or Step 3 of 3: Variance found for Follett ACCESS Invoice [Term Name] communication. That communication will update you on the progress of your invoice and provided you with next steps.

Accounting Questions?
Contact the Follett ACCESS Accounting Team

General Questions?
Contact your Customer Solutions Manager

Email Template 3

Status in SAM: View completed Invoice(s) & Adjustment(s)

From:
No.Reply@xxxx.com

Subject:
Step 3 of 3: Follett ACCESS Invoice & Adjustment Form are Ready for [Term Name]!

Body:
The Follett ACCESS Accounting Team has completed the variance check in Follett ACCESS’s Self-Service Invoicing System (SSIS). Your Invoice and Adjustment Form can be found by navigating to SAM > Invoicing > View Completed Invoices & Adjustments. Thank you for using Follett ACCESS’s Self-Service Invoicing System (SSIS). Your feedback is valuable to us so please share your SSIS experience with your Customer Solutions Manager.

Accounting Questions?
Contact the Follett ACCESS Accounting Team

General Questions?
Contact your Customer Solutions Manager

Email Template 4

Status in SAM: Manual adjustment to invoice was needed. Contact Follett ACCESS Accounting Team

From:
No.Reply@xxxx.com

Subject:
Step 3 of 3: Variance found for Follett ACCESS Invoice [Term Name]

Body:
The Follett ACCESS Accounting Team has completed the variance check in Follett ACCESS’s Self-Service Invoicing System (SSIS). It appears that there has been a variance found when compared with CARRR and your Invoice will need further adjustment by the Follett ACCESS Accounting Team. You will be contacted by the Follett ACCESS Accounting Team within 2-4 business days with an update. Though the invoice will not be available inside SSIS, you can still find your Adjustment Form by navigating to SAM > Invoicing > View Completed Invoices & Adjustments. Your feedback is valuable to us so please share your SSIS experience with your Customer Solutions Manager.

Accounting Questions?
Contact the Follett ACCESS Accounting Team

General Questions?
Contact your Customer Solutions Manager

Email Template 5

Status in SAM: Start your invoicing for [Term Name]

From:
Follett ACCESS Accounting Team

Subject:
Follett ACCESS: Start your invoicing for [Term Name]

Body:
Your Last Day to Process Drops (LDTPD) has passed for [Term Name]. Please follow the below instructions to start the invoicing process. Invoicing will not be started until you execute the below!

How to start invoicing . . .
1. Go to SAM
2. Select Invoicing
3. Select View Term Detail(s)
4. Locate [Term Name] in Parent/Nested Term Name column
5. Select Create Invoice for that term
6. Export & Review Questionable Orders
7. Review all other checkboxes
8. Select all checkboxes
Important! If you find an issue in the Questionable Orders or when reviewing the other checkboxes, please reach out to the Follett ACCESS Accounting Team & your Customer Solutions Manager with the details of the issue.
9. Select Submit
Process Complete

Accounting Questions?
Contact the Follett ACCESS Accounting Team

General Questions?
Contact your Customer Solutions Manager