4.5.2 Create an Advanced PTP

This topic describes systematic instructions about Create an Advanced PTP.

User can create an advanced PTP by specifying details, such as task for which PTP is to be created, promise type, frequency of payment, promised amount, and number of installments in which the promised amount will be paid by customer.
To create an advanced PTP:
  1. Navigate to the Case Summary page.
  2. In the Account widget, select the required account from the account list.
  3. In the Promise To Pay widget, click expand.
    The Create Promise(s) section is displayed if no active promises exist on the account. If active promises exist on the account, Promise Details section is displayed.
  4. In the Create Promise(s) section, select task from the Task list.
    If Promise Details section is displayed, click Add Promise to view Create Promise(s) section.
  5. From the Promise Type list, select the promise type.
  6. From the Frequency list, select the frequency of payment of the scheduled installments.
  7. From the Scheduled Repayments list, select the method for calculation of promised amount for the scheduled installments.
  8. In the Number of Installments field, enter the number of installments in which the promised amount would be paid by the customer.
  9. Click Simulate to generate the payment schedule.
    The Simulate Schedule section is displayed with the payment schedule generated based on the specified details. The schedule is generated based on the frequency, scheduled repayments, date of first payment, number of installments, and promise amount.
  10. In the Simulate Schedule section, modify the details of the payment schedule, if required.
    1. In Promise Date field, modify the date of installment.
    2. In Promise Amount field, modify the amount of installment.
    3. Click Add Schedule to add an installment to the schedule.
      A new row is added to enter the installment details.
    4. In the Promise Date field, select the promise date.
    5. In the Promise Amount field, enter the installment amount.
  11. Click Save.

Parent topic: Promise to Pay