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.