Apply Payment Method Plan

Explanation

When the payment method plan has been generated, and the results have been viewed, and modified if required, the payment method plan can be applied to the detailed items in the payment proposal. This activity will set the payment method for the invoices/installments that have the Included in Payment Method Plan check box selected on the Payment Proposal Details/Details tab. If an invoice/installment should be paid using more than one payment method, additional payment proposal items will be created. Next, the payment amount will be divided accordingly and the respective payment methods will be set.  

Prerequisites

The payment method plan per payment proposal should be in the Generated status. 

System Effects

Window

Payment Proposals 

Related Window Descriptions

Payment Proposals

Procedure

  1. Query for a particular value or populate the Payment Proposals window.
  2. Right-click on a selected line, point to Payment Method Plan and then click Apply.