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:

1. Open Customer Payment Proposals and use the Populate or Search function to find the proposal you want to modify.
2. Select the proposal, right-click and them click Details to open the Customer Payment Proposal Details window.
3. Make the required changes and save the information.

To offset customer payment proposal items:

1. Open Customer Payment Proposals and use the Populate or Search function to find the proposal with the items you want to offset.
2. Select the proposal, right-click and them click Details to open the Customer Payment Proposal Details window.
3. Select the required proposal item, right-click and then click Offset to open the Customer Offset window.
4. Enter the required information in the Customer Offset window and save.