Forms Used to Manage Payment Profile Records

Form Name

Form ID

Navigation

Usage

Work With Payment Profile

W74U0205A

Manual Billing (G74U1512), Payment Profile

Recurring Billing (G74U1521), Payment Profile Inquiry

Expense Participation (G74U1523), Payment Profile Inquiry

Fees & Interest (G74U1527), Payment Profile Inquiry

Review payment profile records.

Enhanced Recurring Billing

W74U1502A

Recurring Billing (G74U1521), Recurring Billing Information

Select a lease on the Work with Leases form.

Access the programs to manage payment profile records.

Note: To access Enhanced Real Estate Management objects and screens, set the localization code for the U.K. to 74U.

Clear Payment Profile Confirmation

W74U1502C

Select a recurring billing record on the Enhanced Recurring Billing form, and then select Clear Payment Profile from the Row menu.

Click Yes on the Clear Payment Profile Confirmation form to clear payment profile records for the selected recurring billing line.

Note: To access Enhanced Real Estate Management objects and screens, set the Localization code for the U.K. to 74U.

Extend Payment Profile Confirmation

W74U1502F

Select a recurring billing record on the Enhanced Recurring Billing form, and then select Ext. Payment Profile (extend payment profile) from the Row menu.

Click Yes on the Extend Payment Profile Confirmation form to create additional payment profile records for the selected recurring billing line.

Payment Profile Information

W74U0205B

Select a payment profile record on the Work With Payment Profile form.

Select recurring billing record on the Enhanced Recurring Billing form, and then select View Pay Profile from the Row menu.

Review payment profile details.

Work With Payment Profile Status History

W74U0220D

Select a payment profile record on the Payment Profile Information form, and then select Status History from the Row menu.

Review the audit trail for payment profile status changes.

Status History

W74U0220B

Select a payment profile record on the Payment Profile Information form, and then select Status Change from the Row menu.

Change the status of a payment profile record.