Select Repayment Proposal Options
Explanation
This activity is used to select the options required to create the direct
debiting proposal.
- Open the Customer Payment Proposal page.
- Use command button and click the Create Repayment Proposal option
and open the Create Repayment Proposal page.
- If you want to include customers with positive balances in the repayment
proposal, select Include Customers with Positive Balance.
If the option Include Customers with Positive Balance is
selected in the Company/Payment tab under
Proposal Parameters, this option will be automatically
checked by default under the Options of Create
Repayment Proposal.
- If the debit invoices of the customers need to be included in the repayment
proposal, select Include Debit Invoices.
- If you want the proposal to include any invoice installments for which
no payment method specified, select the Installments with No Payment
Method Specified option. Then select either For Customers Having
Specified Payment Method as Default option or For Customers Having
Specified Payment Method as Possible option to specify whether those
invoice installments should belong to customers who have the payment method
entered for the proposal as their default payment method or as a possible
payment method in the Customer/Payment tab.
- If invoice installments having payment methods specified equal to the
default payment method of the customer are to be be included in the proposal
then select Only Installments Specified with Default Payment Method
option. If this option is not selected, all installments specified with
a payment method for the customer(s) will be included in the proposal.
- Select the following option as applicable. Include Credit Invoices,
Include Payments on Account, Include Advance Payments,
Show Offset Possibility, Show Netting Possibility, and/or
Use Generally Best Payment Terms.
- Select the Create in Batch option if you want to create the reminder
proposals as a background job.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.