Modify Customer Offset Proposal

Explanation

This activity is used to remove selected items, add new items to the proposal and/or to modify allowed difference amounts. In Aurena client, this activity is mainly used to add offset items to an empty proposal which is created with matching method Manual.

Prerequisites

This activity requires that an offset proposal has been created.

System Effects

N/A

Window

Customer Offset Proposals

Related Window Descriptions

Customer Offset Proposals

Procedure

To modify customer offset proposal:

1. Open the Customer Offset Proposals window.
2. Right click and click Details to make necessary changes in the selected proposal. If an item should be removed, delete the required line(s) and click Save. 
3. Right click and click Select Batch if you want to add an item to the proposal.
4. After you have removed or added new items to the proposal and the items are not within the allowed difference amount; in the Allowed Difference field, make the necessary changes if you need to include and pay for those items as well.

Note: In Aurena client, the payment amount can be modified in the Payment Amount in Payment Currency field.The actual difference should be equal to zero after adding,removing and modifying the offset items, if you need to include and pay those items.

5. Click Save.