Modify Customer Payment Proposal
Explanation
This activity is used to change
details of proposal items (e.g. modify cash discount amounts, specify a payment
method and address), remove items from the proposal or add items to the
proposal. You can also create new payments on account or new payments in
advance. In addition, one time specific information of proposal
items belonging to one-time customers can be modified and viewed.
Prerequisites
In order to perform this activity:
- A customer payment proposal of the Created
status should exist.
- To offset proposal items, the proposal should have
proposal items with the Offset Possibility check box selected.
- To view one-time specific information, customers
selected as one-time customers should exist and the relevant invoices should be
posted.
System Effects
As
a result of this activity, the modifications made are applied when the payment
order is created.
Window
Customer Payment Proposals
Related Window Descriptions
Customer Payment Proposals
Customer Payment Proposal Details
Customer Offset
One-Time Specific
Information
Procedure
To modify a customer payment proposal:
- Open
Customer Payment Proposals and use the Populate
or Search
function to find the proposal you want to modify.
- Select the proposal, right-click and them click Details to open the
Customer Payment
Proposal Details window.
- Make the required changes and save the information.
To offset customer payment proposal
items:
- Open
Customer Payment Proposals and use the Populate
or Search
function to find the proposal with the items you want to offset.
- Select the proposal, right-click and them click
Details to open the
Customer Payment
Proposal Details window.
- Select the required proposal item, right-click and
then click Offset to open the
Customer Offset
window.
- Enter the required information in the
Customer Offset
window and save.