Submitting a Payment Agreement Request

Prerequisites

To submit a payment agreement request, you should have:

  • At least one overdue bill added to the payment agreement request which is in the Complete status.

  • Payment schedule defined for the payment agreement request.

Procedure

To submit a payment agreement request:

  1. Search for the payment agreement request in the Payment Agreement Request screen.
  2. In the Search Results section, click the link in the Payment Agreement Request Information column corresponding to the payment agreement request that you want to submit.
    The Payment Agreement Request screen appears.
  3. Ensure that the Main tab is selected.
  4. Click the Submit button in the Payment Agreement Request zone.
    The system behaves in the following manner:
    If... Then
    The Approval Required check box is selected in the respective payment agreement request type.

    The status of the payment agreement request is changed to Approval In Progress.

    A To Do is created using the To Do type (i.e. C1-PAREQ) specified in the Approval To Do Type field of the respective payment agreement request and then assigned to the users with the role specified in the Approval To Do Role field of the respective payment agreement request.

    In addition, a log entry is created for the payment agreement request when the To Do is created for the approver.
    The Approval Required check box is not selected in the respective payment agreement request type. The status of the payment agreement request is changed to Active.
    Note: The Submit button appears when the payment agreement request is in the Draft status.

Related Topics

For more information on... See...
How to search for a payment agreement request Searching for a Payment Agreement Request
Payment Agreement Request screen Payment Agreement Request (Used for Viewing)
Payment Agreement Request zone Payment Agreement Request