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 option enabled.
• 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.

Pages

Customer Payment Proposals

Activity Diagrams

Create Customer Repayment Proposal
Create Direct Debiting Proposal