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 check box should have been selected
in the Payment Formats per Company window for the required
payment format in order to print the payment advices.
Note: In the Payment Formats per Company
window, right click and click Payment Formats if you want to select the
Generate
Payment Advice check box.
- 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 check box in the
Payment Formats window.
- Open the Customer window 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 box in the Payment tab of the
Customer window.
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 check box is selected in
the Payment Formats window;
- 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 window.
If the Payment Advice as a Single Print Job check box is not selected in
the Payment Formats window;
- 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 window.
Window
Customer Payment Proposals
Related Window Descriptions
Customer Payment Proposals
Procedure
To Print Direct Debiting Remittance Advice:
- Open
the Customer Payment Proposals
window
and populate or query for the customer payment proposal.
- Right click and select the Print Payment Advice option to
print the payment advice.
- Click OK.