Payment Notice Monitoring

This screen is designed to show users all payment notices issued, showing their current status and links to source Sales & Booking transactions. It is accessed from the My CRM menu in byondpro.

This screen re-uses the Payment Notice List, with the inclusion of the Sales & Booking ID, and the ability to search for results using a range of filter criteria.

Screen Title

This is the screen title: Payment Notices Monitoring Screen

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Title		1) This screen / menu item will be made available in My CRM to all users with Security Rights to VIEW Receipts.	N

Top

Search/Filter Criteria

The fields shown here will be provided as standard search criteria.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Search Criteria	The fields listed will be stored with the Payment Notices entries in byondpro.	SALES & BOOKING ID: search select PAYMENT NOTICE: text PAYER: text RESPONSIBLE PERSON NAME: text STATUS: selection list of payment notice statuses NOTICE DATE: payment notice date	N

Top

FIND button

This is an action button to initiate a new search based on the filter crriteria selected

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button		1.Selecting the FIND button will initiate a search of the Payment Notice entries, filtered according to the selections made in (2). 2. Search results to be listed in the grid shown below. 3. Records will be based on the "AND" operation among the search filters.	N

Top

CLEAR button

This is an action button to clear all search results

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button		1. Selecting the CLEAR button, will clear all search parameter selections previously made in (2). 1a. Will empty the search results grid of previous results.	N

Top

Search Results Grid

This is the list of search results, including (standard CRM) number of results found and page navigation objects.

Top

Payment Notice

This column in the search results grid will show the Payment Notice Number

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Payment Notice number. 2. Click-through to open corresponding payment notice summary screen	Y	hyperlink	N

Top

Notice Date

This column in the search results grid will show the date the payment notice was created

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Date/Time	Column header to be sortable	1. Date of the Payment Notice	Y		N

Top

Sales & Booking ID

This column in the search results grid will show the originating Sales & Booking transaction number.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Sales & Booking ID 2. Click-through to open corresponding Sales & Booking summary screen	Y	hyperlink	N

Top

Company Payer

This column in the search results grid will show the name of the Company Payer on the payment notice

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Name of Company Payer	N		N

Top

Payer

This column in the search results grid will show the name of the (person) Payer on the payment notice

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Name of Person Payer	N		N

Top

Responsible Person Name

This column in the search results grid will show the text name of the person responsible for payment.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Responsible Person	Y		N

Top

Invoice

This column in the search results grid will show the originating invoice number for the payment notice.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Invoice Number	Y		N

Top

Amount ($)

This column in the search results grid will show the amount of the payment notice.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Currency	Column header to be sortable	1. Amount of the payment notice. 2. Column header to show: Amount (currency symbol) using the symbol configured in Administration>> Data Management>>Currency Configuration: Base Currency.	Y		N

Top

Status

This column in the search results grid will show the status of the Payment Notice

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
String	Column header to be sortable	1. Payment Notice: Status	Y		N

Top