Approve Customer Offset Proposal

Explanation

This activity is used to approve an offset proposal. When the status of the proposal is set to Approved, it is not possible to make modifications.

Prerequisites

An offset proposal must have been created and it should not be an empty proposal.

System Effects

The status of the proposal is changed to Approved, all payments are created in the system as well as a voucher in the hold table in IFS/Accounting Rules.

Window

Customer Offset Proposals

Related Window Descriptions

Customer Offset Proposals

Procedure

To approve customer offset proposal:

1. Open the Customer Offset Proposals window. Use either the Populate or Query function to find the proposal to be approved.
2. Select the proposal, right click and then click Approve Offset to open the Payment Parameters dialog box.
3. Modify the values displayed in the Voucher Date, User Group and Voucher Type fields if required.
4. Select the Run in Background check box if you want the approval of the proposal to be carried out as a background job.
5. Click OK.