Consolidate Payment Plan Steps

You can consolidate payment plan steps that have the same due date into a single step. To configure this setting:

  1. Click the Accounts Receivable Configuration link from the Main Menu. The Accounts Receivable Configuration screen opens.
  2. Select the General tab.
  3. Expand the Payment Plans section.
  4. Check the Consolidate Plan Due Dates check box to consolidate payment plan steps. Uncheck the check box to not consolidate payment plan steps.
  5. Click OK.

If you have the Consolidate Plan Due Dates check box checked, when you add a payment plan to an order, payment plan steps with the same due date are consolidated and a message displays notifying the user of the consolidated steps.

If you have a payment plan with consolidated steps and you do not want the steps consolidated:

  1. Click the Accounts Receivable Configuration link from the Main Menu. The Accounts Receivable Configuration screen opens.
  2. Select the General tab.
  3. Expand the Payment Plans section.
  4. Uncheck the Consolidate Plan Due Dates check box.
  5. Click OK.
  6. Click the Service Orders or Registration Orders link from the Main Menu. The Service Orders or Registration Orders screen opens.
  7. Select the order assigned to the payment plan you want to update.
  8. Right-click and select View -> Payment Plans. The Edit Customer Payment Plan screen opens.
  9. Select the Orders tab.
  10. Select an order to remove.
  11. Right-click and select Tools -> Remove From Payment Plan. If it is the last order on the payment plan, you are asked to delete the payment plan.
  12. Answer Yes or No according to your organization's policy. If you choose not to delete the payment plan, the order is still removed, and the payment plan exists with no orders.
  13. Add the order to a new payment plan and the steps are not consolidated since the Consolidate Plan Due Dates check box is not checked.

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Comments

4 comments

Date Votes
  • Sean Tame

    Similar to this requirement, is there a way to ensure a PP step is due prior to the event date?

    Scenario is that I have a PP with step 1 being due 14 days from Order Date (today).  If I get an event within say 7 days of the event, can I make step one due date prior to the event?

    0 upvotes

  • Mario Silva

     

    Hi Sean,

    If you are using the Order Date to calculate the Due Date of the invoice, the system will not take the event start date into consideration in this calculation, i.e. the due date of the invoice could possibly fall after the start date of the event. There is no parameter that currently controls this. 

    The users could either use the Event Start Date in the payment schedule to calculate the due date of the invoice or manually adjust the due date of the PP step to reflect the event start date on occasions where there is a short lead time. 

     

    Thanks,
    Mario 

     

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    Hi Sean, have you considered a SQL trigger? There is also a webhook available for "Payment Plan Updated" which may be helpful. 

    Clearly not an ideal solution, but until the core product offers this functionality you may wish to consider such a workaround.

    0 upvotes

  • Sean Tame

    Hi Lee,

    I personally love triggers to 'correct' or ensure accurate data entry as there is precious little sys admin control over rogue data.  However it Is not something I tend to recommend to my clients due to the issues with support and visibility of changes at the DB level.

    But thanks for the perspective and info on Web Hooks.

     

    0 upvotes

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