View Customer Payment Proposal Amount

Explanation

The View Customer Payment Proposal Amount activity is used to view a summary of the amounts that will be debited for one or more proposals.

Prerequisites

This activity requires that a direct debiting proposal is created.

System Effects

As a result of this activity, currency type and conversion date can be changed.

Window

Customer Payment Proposals

Related Window Descriptions

Customer Payment Proposals

Procedure

To View Direct Debiting Payment Amounts:

1. Select the Customer Payment Proposals activity. Populate the window or query for the proposal of which you want to view the payment amounts.
2. Select the relevant proposal, right-click and click View Payment Amounts to open the View Payment Amounts dialog box.
3. Change the values in the Currency Type and Conversion Date fields if required.
4. Select the Exclude Payers with Negative Lump Sums check box if you only want to view payment amounts of payers that do not have negative lump sums.
5. Click OK to accept these values and view the payment amounts.