Print Customer Payment Proposal Payment Advice
Explanation
This activity is used to print payment advices from a customer payment proposal.
It is also possible to send payment advices directly to a AR customer contact
of the respective customer using the selected output media type.
Prerequisites
- The Generate Payment Advice option should have been selected
in the Payment Formats per Company page for the required payment
format in order to print the payment advices.
Note: In the
Payment Formats per Company page, Use command button and click
Payment Formats if you want to select the Generate Payment
Advice option.
- If you want to generate payment advices in batches based on proposal
ID, output media, language and payment format, select the Payment Advice
as a Single Print Job option in the Payment Formats page.
- Open the Customer page and select At Proposal from
the Payment Advice list if a payment advice ought to be printed with
the customer payment proposal. Selecting this will indicate when a payment
advice(s) should be printed during the process.
- If the payment advice need to be sent to a customer directly based on
the selected output media, select the name of the AR customer contact and
output media from the AR Customer Contact group in the Payment
tab of the Customer page.
The following prerequisites should be met in order to send the payment advice
using output media:
- IFS/Print Server and IFS/Connect has to be installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- If the payment advice should be sent as an Email, select
E-mail from the Communication Method field in the Customer/Comm
Method tab and specify the receiver's e-mail address in the Value
field for the respective customer. The customer's AR Customer Contact
should be entered using list of values in the Customer/Payment
tab. And also select E-mail as the output media type from the Customer/Payment
tab.
- If the payment advice should be sent using Mail to Fax, select
Fax Server from the Communication Method filed in the Company/Comm
Method tab and specify the fax server in the Value field
for the company. In the Customer/Comm method tab fax
should be selected as communication method and the receiver's fax number
should be specified in the Value field for the respective customer.
The customer's AR Customer Contact should be entered using list of
values in the Customer/Payment tab. And in the Customer/Payment
tab select Mail to Fax as the output media type.
- If the payment advice should be sent as an XML file, in the Customer/Comm
Method tab a communication method and a corresponding value for
the communication method should be added. The customer's AR Customer
Contact should be entered using list of values in the Customer/Payment
tab. And in the Customer/Payment tab select XML as
the output media type.
System Effects
If the Payment Advice as a Single Print Job option selected in the
Payment Formats page;
- The system will distribute the payment advice to each customer/payer
based on the value connected to the output media when the selected output
media is Email or Mail to Fax.
- The system will generate a single XML file for all the customers/payers
having the output media type XML.
- The system will generate a single PDF file for all the customers/payers
having the output media type Printout.
- All the payment advices generated are grouped based on the proposal
ID, output media, language of the customer and the payment format and shown
in the Report Archive page.
If the Payment Advice as a Single Print Job option is not selected
in the Payment Formats page;
- The system will distribute the payment advice to each customer/payer
based on the value connected to the output media when the selected output
media is Email or Mail to Fax.
- The system will generate an XML file per customer/payer for all the
customers/payers having output media XML.
- The system will generate a PDF file per customer/payer for all the customers/payers
having output media Printout.
- All the payment advices generated per customer/payer will be shown in
the Report Archive page.