Editing a Payment Agreement Request

Procedure

To edit 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 whose details you want to edit.
    The Payment Agreement Request screen appears.
  3. Click the Edit button in the Payment Agreement Request zone.

    The Payment Agreement Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the payment agreement request.

    • Bill Details - Used to specify the bill details in the payment agreement request.

    • Payment Schedule - Used to specify the payment schedule details in the payment agreement request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Payment Agreement Request Information Displays information about the payment agreement request. Not applicable
    Payment Agreement Request Type Indicates the payment agreement request type using which the payment agreement request is created. Not applicable
    Entity Information Used to indicate the entity for which the payment agreement request is created. Not applicable
    Entity Type Used to indicate the entity type for which the payment agreement request is created. The valid values are:

    • Account

    • Person

    		 No
    Third Party Payor Used to indicate the external party who is responsible for paying the amount on behalf of the payor account.
    Note:

    The Third Party Payor list is enabled only when the option corresponding to the Third Party Payor list is selected.

    By default, the Third Party Payor list is disabled.

    		 Yes (Conditional)
    Note: This field is required when you specify a value for the Auto pay ID field in the Payment Schedule section.
    Payor Account ID Displays the third party payor’s account ID.
    Note:

    By default, this field is disabled.

    On clicking the option corresponding to the Third Party Payor list, the payor account ID is set to blank.

    On specifying the respective third party payor, the payor account ID of third party payor appears in the Payor Account ID field.

    		 Not applicable
    Pay Method Used to indicate the method using which the payment is made.
    Note: The valid values differ with respect to the description added for respective pay method in the Pay Method screen.
    		 Yes
    Comments Used to specify additional details about the payment agreement request. No
    Total Unpaid Amount Displays the sum of unpaid amount of the bills. Not applicable
    Total Future Schedule Amount Displays the sum of future schedule amount. Not applicable
  4. Add or modify the details of the payment agreement request, if required.
  5. Define, edit, or remove characteristics of the payment agreement request, if required.
  6. Define or remove a bill from the payment agreement request, if required.
  7. Click Save.
    The changes made to the payment agreement request are saved.
    Note: You cannot edit a payment agreement request if the current date is later than the date derived by adding the latest schedule date to the grace days specified in the Pay Method screen.

Related Topics

For more information on... See...
Payment Agreement Request screen Payment Agreement Request (Used for Searching)
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
How to add an additional overdue bill in a payment agreement request Adding an Additional Overdue Bill of an Account in a Payment Agreement Request
How to define a payment schedule for a payment agreement request Defining a Payment Schedule for a Payment Agreement Request
How to define a characteristic for a payment agreement request Defining a Characteristic for a Payment Agreement Request