Payment Agreement Request

The Payment Agreement Request zone displays the details of the payment agreement request. It contains the following sections:

  • Main - Displays basic information about the payment agreement request. It contains the following fields:

    Field Name Field Description
    Payment Agreement Request Information Displays information about the payment agreement request.
    Payment Agreement Request Type Indicates the payment agreement request type using which the payment agreement request is created.
    Note: It has a link. On clicking the link, the Payment Agreement Request Type screen appears where you can view the details of the payment agreement request type.
    Entity Information Displays information about the account or person.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
    Entity Type Indicates the entity type for which the payment agreement request is created. The valid values are:

    • Account

    • Person
    Status Indicates the status of the payment agreement request. The valid values are:

    • Active

    • Approval In Progress

    • Broken Promise

    • Draft

    • Kept Promise

    • Rejected
    Third Party Payor Indicates an external party who is responsible for paying the amount on behalf of the payor account.
    Description Indicates the description of the third party payor.
    Payor Account ID Displays the payment agreement requests which are created for a particular payor account. In addition, a context menu (The Context Menu Icon) icon appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective payor account.
    Pay Method Displays the method using which the payment is made.
    Total Unpaid Amount Displays the remaining balance of all the debit bills which are not been fully paid or matched by the corresponding credit bills.
    Total Future Schedule Amount Displays the total remaining balance which is scheduled for payment.
    Total Payment Agreement Amount Displays the total amount of the payment which is made against the payment agreement.

  • Record Actions - Enables you to perform various actions on the payment agreement request. It contains the following buttons:

    Column Name Column Description
    Edit Used to edit the details of the payment agreement request.
    Note: The Edit button appears when the payment agreement request is in the Active or Draft status.
    Delete Used to delete the payment agreement request.
    Note: The Delete button appears when the payment agreement request is in the Draft status.
    Submit Used to submit the payment agreement request for approval.
    Note: The Submit button appears when the payment agreement request is in the Draft status.
    Approve Used to approve the payment agreement request.
    Note: The Approve button appears when:

    • The payment agreement request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the payment agreement request.
    Reject Used to reject the payment agreement request.
    Note: The Reject button appears when:

    • The payment agreement request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the payment agreement request.
    Resubmit Used to request the user for resubmitting the payment agreement request for approval.
    Note: The Resubmit button appears when:

    • The payment agreement request is in the Approval In Progress status.

    • A user with the approval To Do role is reviewing the payment agreement request.

  • Record Information - This section contains the following fields:

    Field Name Field Description
    Business Object Indicates the business object using which the payment agreement request is created.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.
    Status Date/Time Displays the date and time when the payment agreement request status is updated.
    Create Date/Time Displays the date and time when the payment agreement request is created.

  • Characteristics - This section lists the characteristics of the payment agreement request. It contains the following columns:

    Column Name Column Description
    Effective Date Displays the date from when the characteristic is effective for the payment agreement request.
    Characteristic Type Indicates the characteristic type.
    Characteristic Value Displays the value of the characteristic type.