How To Distribute A Payment To A Specific Contract

When you click Distribute, the system uses the payment distribution algorithm defined on the account's customer class to allocate the payment amongst the account's contracts. In this section, we describe how to override this distribution (e.g., when you need to allocate a payment to specific contract(s)).

We start this explanation in the middle of How To Add A New Payment Event.

In the Payment Event Add dialog, be sure to select Do Not Distribute before clicking OK.

• Save the payment event (this also saves the payment and tender information).
• Use the Payment Amount context menu to transfer to the Manual Distribution page.
• Fill in the desired Distributed Amt for each contract and save the payment.
• Click Freeze to freeze the payment when the amount distributed is equal to the payment amount.