Create Write-Off Notice Proposals

Explanation

This activity is used to create customer write-off notice proposals.

Prerequisites

In order to perform this activity, write-off notice items should exist for the selected write-off code(s).

System Effects

As a result of this entry, a write-off notice proposal is created.

Window

Write-0ff Notice Proposals

Related Window Description

Write-off Notice Proposals

Procedure

To create a Write-Off Notice Proposal:

  1. Open the Write-off Notice Proposals window.
  2. Right click and then click Create Proposal to open the Create Write-off Notice Proposal window.
  3. Specify the currency of the ledger items that should be included in the proposal by entering a value in the Currency field.
  4. In the Write-off Code field, enter the write-off code that should be used to post the write-off amounts that exists among the ledger items selected for the proposal.
  5. Select the Customer option if you want to create the proposal using the ledger items belonging to a selected set of customers. Then select the customer using the List of Values and specify the range of customers in the From and To fields.
  6. Select the Customer Group option if you want to create the proposal using the ledger items belonging to a selected set of customer groups. Then select the customer groups using the List of Values and specify the range of customer group in the From and To fields.
  7. Select the Payer option if you want to create the proposal using the ledger items belonging to a selected set of payers of the invoice. Then select the payer using the List of Values and specify the range of payers in the From and To fields.
  8. Select the AR Contact option if you want to create the proposal using the ledger items belonging to a selected set of AR contacts. Then select the AR contact using the List of Values and specify the range of AR contacts in the From and To fields.
  9. Enter the appropriate code part values to the code parts.
  10. Select the Run in Background check box if you want the proposal to be created as a background job.
  11. Click OK.