Note: You can only add one single document at a time to an existing proposal.
Prerequisites
Payment mode information for the debtor must exist.
- Select the Work with A/R payment proposal menu item.
- On the Overview panel, select the proposal you want to maintain.
- You access A/R payment proposal, Select activity. Tick Maintain proposal and click OK.
- You access A/R payment proposal – Maintain document. Click Add.
- On panel A/R payment proposal, Add document, enter the following field information:
- Document type
- Document number
- If you enter document type and document number, you access A/R payment proposal, Maintain document with detail information for the document you are adding.
- Debtor
- If you enter the debtor, you access A/R open items selection where you can select the documents to settle with the payment.
- Transaction currency
Click OK to add the document. Click Back to view the added documents in the proposal. Exit the routine.
Related topics
- About working with A/R payment proposals
- Create an A/R payment proposal
- Maintain an A/R payment proposal
- Update A/R payments that do not require acceptance
- Update A/R payments which require acceptance
- Delete an A/R payment proposal
- About working with A/R payment proposals (Denmark)
- Import and settle A/R payments (Denmark)
- Process an A/R payment proposal (the Netherlands)