Payment Notice Pop-Up

This is the pop-up when the Create Payment Notice button is selected on a Sales Order or when an existing Payment Notice is selected to be viewed from the Payment Notice List. Multiple Payment Notices can be created for each Sales Order.

Payment Notice Pop-up Form

Used to create or edit a payment notice.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Pop-Up Form	Multiple Payment Notices an be created for each Sales Order	The UI performs as standard pop-up form The form is not editable if the Status is Pending, Paid or Expired	Y

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Person Payer Name

Select the person responsible for making the payment

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
ComboBox		Default the Sales Order "Bill to Applicant" Applicant person if used in the Sales Order Allow override to Search for and select a person from the persons records If there is a Company Payer selected then gray out this field If the Company Payer is deleted, then allow access to this field and allow for selection of a person	Y if no Company Payer Selected		Y		"Bill to Applicant" from Sales Order	Please select a Payer A company payer has already been selected. Please remove the company first before selecting a payer

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Company Payer Name

Select the company responsible for making the payment

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
ComboBox		Default the Sales Order "Bill to Company" if used in the Sales Order Allow override to Search for and select a company from the company records If there is a Payer selected then gray out this field If the Payer is deleted, then allow access to this field and allow for selection of a company	Y if no Payer Selected		Y		"Bill to Company" from Sales Order	Please select a Company Payer A Payer has already been selected. Please remove the Payer first before selecting a Company Payer

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Responsible Person Name

Enter or display the name of the contact person for the payment.

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		If a Company Payer has been selected then add the First and Last name of the main contact for that company If a Payer has been selected then add that persons First and Last name to this field Allow for override of the name in this field	Y		Y		Company payer main contact Payer name	Please enter the Payer Name

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Email address for Responsible Person

Enter or display the email address for the contact person for the payment

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		If a Company Payer has been selected then add the email address of the main contact for that company If a Payer has been selected then add that persons email address to this field Allow for override of the email in this field Validate email for a valid email address format	Y	Email	Y		Company payer main contact Payer name	Please enter a valid email address

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Invoice Number

The invoice number for the selected Sales Order

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		Use the Invoice document number from the selected sales order	Y		N		Invoice number from selected Sales Order

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Payment Value

Enter the value to be paid

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
NumericField	Total payments cannot exceed the total amount of the Invoice.	Enter a numeric value Payment Value cannot exceed the Balance Owing minus any outstanding Payment Notices on the Invoice.	Y	numeric with 2 decimals	Y		Zero	Please enter a payment value

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Sales and Booking ID

Display the Sales and Booking Number for the selected Sales Order

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		Use the Sales and Booking number from the selected sales order	Y		N		Sales and Booking number from selected Sales Order

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Sales Order ID

Display the Sales Order Number for the selected Sales Order

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		Use the Sales Order number from the selected sales order	Y		N		Sales Order number from selected Sales Order

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Send Button

Process the payment notice

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button		Validate all rules on the form If validation fails, pop-up the failure alert If the validation is successful, store the payment advice into the Payments Notice List Send an email to the email address of responsible person on the payment notice On successful completion of sending, change the Status of the payment notice to "Pending" Update the Last Sent Date with the current date Add the Payment Notice Number Pop-up the success message Make the payment notice form non-editable and return the user to the payment notice form

Failure Alert Pop-UP

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Pop-Up		When the Return button is selected, close the pop-up and return the user to the Payment Notice form

Success Alert Pop-UP

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Pop-Up		When the Close button is selected, close the pop-up and return the user to the Payment Notice in View mode

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Cancel Button

Cancel all changes and/or edits made

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button		When selected pop-up the Cancel message

Cancel Alert Pop-Up

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Pop-Up		If Yes is selected then discard all edits, close pop-up and return to the Sales Order UI in view mode If No, then retain all edits, close pop-up and continue to edit the Payment Notice Form

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Resend Button

For resending an existing Payment Notice to the responsible person

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
Button		When a user clicks on this button, check the status of current payment. If a successful payment has been made, display an inline error message and disable this button. Disable the button where the payment notice status is not equal to Pending or Expired. Resend the payment notice email as per the Send button Update the Last Sent Date with the date the resend was performed. When resending a payment notice, the link in the (any) previous payment notice email should be disabled so that a person cannot pay the same payment notice twice.						1. Payment has already been made. Cannot resend the Payment Notice.

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Last Sent Date

The date that the payment notice was last sent to the responsible person

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
DateField		Update when the payment notice is Sent or Resent with the current date	Y		N		Processing Date

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Notice Date

The date the payment notice was created

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
DateField		The date that the payment notice is created	Y		N		Today

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Notice Number

The payment notice number

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		When the send function is selected, add the payment notice number The payment notice number will be the next sequential number available The prefix for the number will be PN	Y		N		The next sequential number available

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Status

This is the payment notice status

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		The status will be as follows: Open : when first created Pending : after Send completed Expired : 14 days after the Last Sent Date Completed : payment has been received	Y		N		Open

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Receipt Number

The receipt number where the payment has been received and the receipt has been created

Type	Notes	Rules	Compulsory	Format	Edit	Size	Default	Error Message
TextBox		On creation of a payment notice, the field will be null. will be populated when the receipt record is created by the payment notice on successful completion of the payment transaction Shows the receipt number from the receipt record	Y		N		From the related receipt record

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Workflows

See the opuspay payment notice and invoice button payment workflow here