Print Customer Payment Proposal Payment Advice

Explanation

This activity is used to print payment advices from a customer payment proposal. It is also possible to send payment advices directly to a AR customer contact of the respective customer using the selected output media type.

Prerequisites

• The Generate Payment Advice check box should have been selected in the Payment Formats per Company window for the required payment format in order to print the payment advices.
  Note: In the Payment Formats per Company window, right click and click Payment Formats  if you want to select the Generate Payment Advice check box.
• If you want to generate payment advices in batches based on proposal ID, output media, language and payment format, select the Payment Advice as a Single Print Job check box in the Payment Formats window.
• Open the Customer window and select At Proposal from the Payment Advice list if a payment advice ought to be printed with the customer payment proposal. Selecting this will indicate when a payment advice(s) should be printed during the process.
• If the payment advice need to be sent to a customer directly based on the selected output media, select the name of the AR customer contact and output media from the AR Customer Contact group box in the Payment tab of the Customer window.

The following prerequisites should be met in order to send the payment advice using output media:

• IFS/Print Server and IFS/Connect has to be installed.
• Print Server Archiving has to be enabled.
• The PDF_REPORT_CREATED event must be defined and enabled.
• If the payment advice  should be sent as an Email, select E-mail from the Communication Method field in the Customer/Comm Method tab and specify the receiver's e-mail address in the Value field for the respective customer. The customer's AR Customer Contact should be entered using list of values in the Customer/Payment tab. And also select E-mail as the output media type from the Customer/Payment tab.
• If the payment advice  should be sent using Mail to Fax, select Fax Server from the Communication Method filed in the Company/Comm Method tab and specify the fax server in the Value field for the company.  In the Customer/Comm method tab  fax should be selected as communication method and the receiver's fax number should be specified in the Value field for the respective customer. The customer's AR Customer Contact should be entered using list of values in the Customer/Payment tab. And in the Customer/Payment tab select Mail to Fax as the output media type.
• If the payment advice  should be sent as an XML file, in the Customer/Comm Method tab a communication method and a corresponding value for the communication method should be added. The customer's AR Customer Contact should be entered using list of values in the Customer/Payment tab. And in the Customer/Payment tab select XML as the output media type.

System Effects

If the Payment Advice as a Single Print Job check box is selected in the Payment Formats window;

• The system will distribute the payment advice to each customer/payer based on the value connected to the output media when the selected output media is Email or Mail to Fax.
• The system will generate a single XML file for all the customers/payers having the output media type XML.
• The system will generate a single PDF file for all the customers/payers having the output media type Printout.
• All the payment advices generated are grouped based on the proposal ID, output media, language of the customer and the payment format and shown in the Report Archive window.

If the Payment Advice as a Single Print Job check box is not selected in the Payment Formats window;

• The system will distribute the payment advice to each customer/payer based on the value connected to the output media when the selected output media is Email or Mail to Fax.
• The system will generate an XML file per customer/payer for all the customers/payers having output media XML.
• The system will generate a PDF file per customer/payer for all the customers/payers having output media Printout.
• All the payment advices generated per customer/payer will be shown in the Report Archive window.

Window

Customer Payment Proposals

Related Window Descriptions

Customer Payment Proposals

Procedure

To Print Direct Debiting Remittance Advice:

1. Open the Customer Payment Proposals window and populate or query for the customer payment proposal.
2. Right click and select the Print Payment Advice option to print the payment advice.
3. Click OK.