08-20-2013 4:17 AM
Hi
Currently FPR1 is not active in the business, as payment plans are all maintained in excel spreadsheets. I am researching the feasibility of activating FPR1 and promise to pay functions.
From the research I have done on the internet, I can see how you can enter the instalment plan against the CA number, however I cannot ascertain if payments subsequently made by the customer can be seen.
So my questions are, are the payments made by the customer seen when viewing the payment plan.
What reporting is available - eg, instalment plans not being paid
thanks in advance.
Regards
08-20-2013 3:56 PM
Patty:
Yes - payments can be seen - both against the plan and the underlying receivables. For reporting, plans are open items, so you can use standard open item reporting tools in ECC and BI.
regards,
bill.
08-20-2013 3:56 PM
Patty:
Yes - payments can be seen - both against the plan and the underlying receivables. For reporting, plans are open items, so you can use standard open item reporting tools in ECC and BI.
regards,
bill.
08-21-2013 7:03 AM
08-23-2013 5:09 AM
Hi William
With regard to reporting, is it possible to report how many $ are on a weekly plan, monthly plan etc, and are you able to report on every customer that has a payment plan.
Regards