Enter Proposal Selections
Explanation
Use this activity to enter selection criterions for the
proposals.
Prerequisites
This activity has no prerequisites.
System Effects
This activity has no system effects.
Window
Customer Payment Proposals
Customer Reminder
Proposals
Related Window Descriptions
Create Direct Debiting
Proposal
Create Repayment Proposal
Create Reminder
Proposal
Procedure
- Open the proposal window.
- Right click and click to select the proposal
dialog box.
- Enter an identity for the Template ID
field.
- The values for Description, Ownership
and Owner fields will be automatically entered depending on the
template ID selected.
- Select a value for the Selection Object ID
field using the list of Values. The description for the Selection Object
Description field will be automatically displayed.
- Select an operator from the Operator list for each
column created.
- If you have selected the operator Between
then enter a value each for From Value and To Value fields.
- The Values Exist check box will be
selected, If you have selected the operator Incl Specific Values or
Excl Specific Values and then right clicked and selected the
Define Includes/Excludes Values option and have selected any items from
Define Includes/Excludes dialog box.
- Click Save