Enter Proposal Selections

Explanation

Use this activity to enter selection criterions for the proposals.

Prerequisites

This activity has no prerequisites.

System Effects

This activity has no system effects.

Window

Customer Payment Proposals
Customer Reminder Proposals
 

Related Window Descriptions

Create Direct Debiting Proposal
Create Repayment Proposal
Create Reminder Proposal

Procedure

1. Open the proposal window.
2. Right click and click to select the proposal dialog box.
3. Enter an identity for the Template ID field.
4. The values for Description, Ownership and Owner fields will be automatically entered depending on the template ID selected.
5. Select a value for the Selection Object ID field using the list of Values. The description for the Selection Object Description field will be automatically displayed.
6. Select an operator from the Operator list for each column created.
7. If you have selected the operator Between then enter a value each for From Value and To Value fields.
8. The Values Exist check box will be selected, If you have selected the operator Incl Specific Values or Excl Specific Values and then right clicked and selected the Define Includes/Excludes Values option and have selected any items from Define Includes/Excludes dialog box.
9. Click Save