Debtor Maintenance - Arrangements tab

Use the Arrangements tab to record details of any payment arrangements made with the debtor. For example, you can extend a debtor's deadline or make arrangements for them to pay monthly if your organisation permits payment arrangements.

Note: If a debtor changes their arrangement, create a new arrangement instead of editing the existing arrangement. This creates an audit trail and credit history that your organisation can use to make decisions about credit arrangements.Mark the existing arrangement as complete. Synergetic only allows one active arrangement at a time.

When you enter an arrangement, the Arrangement Active flag is enabled on the General tab. While an arrangement is active, the debtor is excluded from any overdue letter runs.

Opening the Arrangements tab

To open the Arrangements tab:

Select Module > Debtors > Debtor Maintenance from the main menu.
Tip: You can also access the debtor functions by clicking .
Search for the debtor. See Searching for debtors.
The Debtor tab of the Debtor Maintenance window is displayed.
Click the Arrangements tab.
The Arrangements tab of the Debtor Maintenance window is displayed.

Debtor Maintenance - Arrangements tab key fields and buttons
Grid area fields
The grid area fields are a subset of the Arrangements area fields.
Arrangements area fields

Field	Description
Code	Arrangement code. See luDebtorArrangement lookup table in the Synergetic Finance manual.
By	Synergetic user ID of the person who created the arrangement.
Date	Date the arrangement was created.
Frequency	Payment frequency under the arrangement.
Amount	Amount of each repayment.
Arrangement Complete	Select if the arrangement has been completed.
Follow Up	Date of the most recent follow up.
Bal at Follow Up	Balance owing at the most recent follow up.
Comment	Record any conversations with or communications from the debtor concerning the arrangement. Note: You can type several lines of text in the Comments field.

Grid area buttons

Button	Description
	Add another arrangement to the debtor's record.
	Delete an arrangement from the debtor's record.