View Lump Sums per Proposal

Explanation

This activity is used to view a total amount per customer that will be debited for one or more proposals.

Prerequisites

This activity requires that a customer payment 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
Lump Sums per Proposal

Procedure

To View Lump Sum per Proposal:

1. Open the Customer Payment Proposals window. Use the Populate or Query function to view the proposal for which you want to view lump sums.
2. Select the proposal, right-click and then click Lump Sums per Proposal to open the Lump Sums per Proposal window.