Apply Payment

The Apply Payment page is available to be opened from the Payment Batch or Payment pages to provide visibility to the line level payment and discount allocations for the selected invoice or employee expense.  All information will be displayed as read only for processed Payments.  For unprocessed Payment Batches, this page provides the ability to allocate Discount and Payment Amounts at the detail line level.  Line level allocation adjustments would only be required when processing partial payments against transactions where the Accounts Payable, Terms Discount or Payments accounts are different at the line level based on the Posting Code configuration.

 

Fields

Description

Displays the original line description from the payable transaction.

Amount

Displays the original line amount from the payable transaction.

Amount Due

Displays the current amount owed for the payable transaction line based on the original amount less any previous payments applied.

Discount Taken

This is an editable field for unprocessed Payment details that provides the user the ability to allocate a discount amount at the transaction line level.  The total Discount amounts applied to all lines must always equal the total Discount Amount for the payable transaction on the Payment Batch page.  When the Apply Payment page is opened for an unprocessed payment with a Discount, this value will automatically be calculated based on the line amount prorated across all lines.  The applied Discount Amount is entered in the transactional currency and can never be less than zero.  The total of the Discount and Payment amount must always be equal to or less than the Amount Due for the

Payment Amount

This is an editable field for unprocessed Payment details that provides the user the ability to allocate partial payments at the transaction line level.  The total Payment amounts applied to all lines must always equal the total Payment Amount for the payable transaction entered on the Payment Batch page.  When the Apply Payment page is opened for an unprocessed partial payment, this value will automatically be calculated based on the line amount prorated across all lines.  The Payment Amount is entered in the transactional currency and can never be less than zero.  The total of the Discount and Payment amount must always be equal to or less than the Amount Due for the transaction line. transaction line.

Amount Remaining

This is a calculated field to display the amount remaining for the transaction line based on the Discount and Payment amounts applied.  This is calculated as Amount Due - Discount Taken - Payment Amount and will become the new amount owing for the line after the Payment is processed.

 

Command Buttons

Default Amounts

This is only displayed when viewing and updating open payment lines to recalculate the Discount and Payment line amounts based on the amounts entered for the Payable transaction on the Payment Batch page.

Save & Close

This is only displayed when viewing and updating open payment lines to validates and saves the changes made and closes the window.

Details

Opens the line detail information page for the originating Expense or Invoice transaction.

Close

This is only displayed when viewing applied payment amounts for processed Payment Batch or Payment lines to close the window.