The Contract Payments folder contains the scheduled payments on your contracts.
When you double-click a scheduled payment in the HD view, the Contract window opens with the Contract tab selected and with focus on the scheduled payment you clicked.
Post contract payments to Accounts Receivable
To post scheduled payments and create AR invoices for deferred revenue:
- In the Navigation pane, highlight the Contracts Processing > Contracts > Contract Payments folder.
- Start the Post Contract Payments wizard.
- To post all or a filtered subset of scheduled payments:
- Right-click the Contract Payments folder and select Select and Post Contract Payments from the shortcut menu.
On the Selection tab, define any filters to apply to the payments.
- Click Next >>
- To hand-select the scheduled payment(s) to post:
- In the HD view, select the payment(s) to post. You can use Ctrl and/or Shift selection to select multiple payments.
Click
.
- To post all or a filtered subset of scheduled payments:
- On the Options tab, enter a name for the Invoice Batch.
-
Click Next >>. ActivityHD prompts you to confirm that you want to post the selected payments.
-
Click Yes. ActivityHD posts the payments which are valid for posting.
-
Click Next >>.
Note
The invoice date from scheduled payments is used as the AR invoice date and the GL date. This date is also used to build the invoice number when an invoice scheme is not used.
At this point, you can double-click the AR invoices in the right pane to drill down to the AR Invoice window; print the AR Invoices Listing or Tax Liability Report; or proof, merge, validate, and print AR invoices, and post them to AP.
- When you finish viewing or working with the AR invoices, click Finish.
Contract Payment AnalysisPurpose
The Contract Payment Analysis provides a list of the scheduled payments for the contracts in your system.
Content
For each payment included on the report, the listing shows:
- contract number
- invoice date
- due date
- payment type
- description
- payment status
- invoice number
- invoice balance
- payment amount.
The following totals appear on the report:
- grand totals
- record count.
Print the report
- In the Navigation pane, highlight the Contracts Processing > Contract Payments folder.
- Start the report set-up wizard.
- To report on all or a filtered subset of contract payments:
- Right-click the Contract Payments folder and select Select and Report > Contract Payment Analysis from the shortcut menu.
On the Selection tab, define any filters to apply to the data.
- To report on specifically selected contract payments:
- In the HD view, select the contract payments to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
- Click
and select Contract Payment Analysis from the drop-down menu.
- To report on all or a filtered subset of contract payments:
- Select the Options tab.
- In the Report Title field, enter a title that summarizes the content or purpose of the report. The title appears centered at the top of each page of the report.
- In the Invoice Begin Date and Invoice End Date fields, enter the range of invoice dates for which to include contract payments on the report.
- The Include Detail checkbox is marked by default. Leave the checkbox marked to include payment detail lines on the report. Clear the checkbox to show invoice balance and payment subtotals and grand totals only.
- To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
- Select the Sorting tab.
- In the Available Sort Options list box, highlight the field(s) to sort the report by, then click
to move your selection(s) to the Assigned Sort Options list box. - If you selected multiple sort fields, use
and 
to arrange the sort fields in the order you want them applied. - If you want the report to start a new page for each change in one of the sorting options you specified, select the sorting option to break on from the Page Break Level drop-down list. If you do not want to insert page breaks, accept "(none)".
- If you want the report to subtotal based on one of the sorting options you specified, select the sorting option to subtotal on from the Subtotal Level drop-down list. If you do not want to show subtotals, accept "(none)".
- Select the Output tab.
- In the Design field, look up and select the report design to use.
- In the toolbar, click the icon for the type of output you want:
- Provides access to two preview options.- Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
- Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
Data extensions
The following data extensions are available for the report:
- Contracts
- Customers
- Contract payments
Purpose
The Contract Payments Listing provides a list of the scheduled payments for the contracts in your system.
Content
For each contract included on the report, the listing shows:
- contract number
- description
- customer
- contract status
- contract dates
- payments.
For each payment included on the report, the listing shows:
- invoice date
- due date
- payment type
- description
- payment status
- AR invoice number
- AR invoice balance
- payment amount.
In addition, you can include one or more of the following:
- memos
- custom fields.
The following total appears on the report:
- record count.
Print the report
- In the Navigation pane, highlight the Contracts Processing > Contract Payments folder.
- Start the report set-up wizard.
- To report on all or a filtered subset of contract payments:
- Right-click the Contract Payments folder and select Select and Report > Contract Payments Listing from the shortcut menu.
On the Selection tab, define any filters to apply to the data.
- To report on specifically selected contract payments:
- In the HD view, select the contract payments to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
- Click and select Contract Payments Listing from the drop-down menu.
- To report on all or a filtered subset of contract payments:
- Select the Options tab.
- To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
- Mark the checkbox(es) for the additional information to include:
- Memos
- Custom Fields (only visible if custom fields are set up)
- Select the Output tab.
- In the Design field, look up and select the report design to use.
- In the toolbar, click the icon for the type of output you want:
- - Provides access to two preview options.
- Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
- Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
Data extensions
The following data extension is available for the report:
- Contract payments
Contract payments security
Common accesses available on contract payments
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on contract payments. |
| Data | Have read-only access to contract payments from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete contract payments. |
| Edit | Edit contract payment records. |
| Read | Have read-only access to contract payment records. |
| Report | Run reports with contract payment information. |
| Report Designs | Create and edit report designs with contract payment information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to contract payments. |
| Shared Filters | Create and edit shared filters on contract payments. |
| Visible | View the Contract Payments folder in the Navigation pane. |
Special accesses available on contract payments
| Access | A user with this access can... |
|---|---|
| Post | Post contract payments. |
Contract payment filters
The following built-in filters are available for contract payments:
| Filter Name | Effect |
|---|---|
| ? Contract Number | Prompts for a contract number and lists the contract payments with the specified contract number. |
| ? Contract Type | Prompts for a contract type and lists the contract payments with the specified contract type. |
| ? Customer Code | Prompts for a customer code and lists the contract payments with the specified customer code. |
| ? Due Date Range | Prompts for a range of due dates and lists the contract payments with a due date in that date range inclusive. Blank Begin Date and/or End Date are allowed. |
| ? Invoice Date Range | Prompts for a range of invoice dates and lists the contract payments with an invoice date in that date range inclusive. Blank Begin Date and/or End Date are allowed. |
| ? Payment Type | Prompts for a payment type and lists the contract payments with the specified payment type. |
| Outstanding Payment Invoices | Lists the contract payments with outstanding payment invoices. |
Report Email dialog
- Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
- Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
- Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
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