View Customer Payment Proposal Amount
Explanation
The View Customer Payment Proposal Amount activity is used to view a
summary of the amounts that will be debited for one or more proposals.
Prerequisites
This activity requires that a direct debiting proposal is created.
System Effects
As a result of this activity, currency type and conversion date can be changed.
Window
Customer Payment Proposals
Related Window Descriptions
Customer Payment Proposals
Procedure
To View Direct Debiting Payment Amounts:
- Select the
Customer Payment Proposals activity.
Populate the window or query for the proposal of which
you want to view the payment amounts.
- Select the relevant proposal, right-click and
click View Payment Amounts to open the
View Payment Amounts
dialog box.
- Change the values in the Currency Type and Conversion Date
fields if required.
- Select the Exclude Payers with Negative Lump
Sums check box if you only want to view payment amounts of payers that
do not have negative lump sums.
- Click OK to accept these values and view the payment amounts.