Versions Compared

Old Version 3

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Sara Sonnberger

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can use the Create Next Year Payment Plans window to create payment plans for the next file year.

Expand
titleOpening the Create Next Year Payment Plans window

To open the Create Next Year Payment Plans window:

  1. Select Module > Debtors > Create Next Year Payment Plans... from the main menu.
    The Create Next Year Payment Plans window is displayed.
    Image RemovedImage Added


Creating payment plans for the next file year
To create payment plans for the next file year you will need to have completed the steps to create your Next Year General Ledger: Creating the next general ledger year (Next Year Process):

  1. Create Next General Ledger Year
  2. Open the Create Next Year Payment Plans window.
    Image RemovedImage Added
  3. Select next year's file year in the Year field.
    Tip: You can select the Rollover existing selections field to rollover existing debtor payment plan selections.
  4. Click Image Removed Image Added.
    The Confirm window is displayed.
    Image RemovedImage Added
  5. Click Image RemovedImage Added.
    The grid area is updated with payment plans for the next file year.
    Image RemovedImage Added

Create Next Year Payment Plans window key fields and buttons
Select Year area fields

Field

Description

Year

Select the file year for creating next year's payment plans.

Rollover existing selections

Select to rollover existing debtor payment plan selections.

Select Year area buttons

Button

Description

Image RemovedImage Added

Create payment plans for the year selected in the Year field.

Grid area fields
Note: You can edit these fields using the luPortalPaymentPlans lookup table. See luPortalPaymentPlans lookup table in the Finance manual.

Field

Description 

Active

Whether the selected payment plan is currently active at your organisation.
Note: Payment plans with this field selected will only be visible between the PublishStart and PublishStop dates.

 

Instalments

Number of instalments in the payment plan. 

Description

Description provided with the payment plan.
Note: This description is displayed on the Payment Plans page of the Community Portal. 

Administer Discount

School - Discount percentage if the debtor selects to have the school administer payments.


 

User - Discount percentage if the debtor selects to administer payments themselves.

Publish

Start - Date from which the plan will be available for selection on the portal. 


Stop - Date after which the plan will no longer be available for selection on the portal.

Instalment

Start - Date of the first instalment. 


Stop - Date of the final payment for plans with multiple instalments.

File Year

File year specified for the payment plan. 

Default

Whether the payment plan is displayed as the default when payment plans are first displayed on the Community Portal. 


Note: Review the details on the luPortalPaymentPlans lookup table to finalise the process. See luPortalPaymentPlans lookup table