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Projects:Editable Payment Plan/User Manual

Warning.png   This document is still a work in progress. It may contain inaccuracies or errors.

Payment Monitor

Payment montitor has been modified, so some fields are new, and one has been re-labeled:

Epp-pm1.png
Epp-pm3.png

Editable Payment Plan

Once the invoice is processed, the payment plan is created automatically, according to the payment terms defined in the invoice header. Also the archived payment plan is created, with same information than the actual one. Payment Plan and Archived Payment Plan tabs show both plans.

In case there exists any outstanding amount for the invoice, there exists the possibility to create a new version of the payment plan, pressing the button "Modify Payment Plan".


EPP-MOdifyPaymentPlan.png


If the button is pressed, a grid shows all the non fully paid lines of the actual payment plan (if the invoice was fully paid, the button is not even shown). In this grid, user is able to reset the amounts and due dates of the current payment plan lines. Even new lines can be created, and existing ones deleted.


EPP-Grid.png


Once the new values are set by the user, there exists two options:

There exists two restrictions that new payment plan must met:

Both restrictions are checked every time a cell is edited, and submit buttons are not available unless all the amounts are correct:


EPP-IncorrectAmount.png

Retrieved from "http://wiki.openbravo.com/wiki/Projects:Editable_Payment_Plan/User_Manual"

This page has been accessed 3,480 times. This page was last modified on 8 June 2012, at 05:27. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.