Payment types

Create a payment type

1. In the Navigation pane, highlight the Contracts Processing > Setup > Payment Types folder.

2. Click new. The New Payment Type window opens.

   

3. Enter a unique Code for the payment type.
4. Enter a Description of the payment type.
5. In the Invoice Type field, select the type of invoice to associate with this type of payment.
6. In the ARCode field, select the ARCode to associate with this type of payment.
7. Save your changes.

Payment Types Listing

Purpose

The Payment Types Listing provides a list of the payment types defined in your system.

Content

For each payment type included on the report, the listing shows:

• code
• description
• invoice type and description
• ARCode and description.

In addition, you can include one or more of the following:

• memos
• timestamps
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Contracts Processing > Setup > Payment Types folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of payment types:
     1. Right-click the Payment Types folder and select Select and Report > Payment Types Listing from the shortcut menu.

     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected payment types:
     1. In the HD view, select the payment types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Payment Types Listing from the drop-down menu.
   • To report on a particular entity from the Payment Type window:
     1. In the HD view, locate and double-click the payment type to report on. The Payment Type window opens with the payment type loaded.
     2. Click and select Payment Types Listing from the drop-down menu.
3. Select the Options tab.

   

4. 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.
5. Mark the checkbox(es) for the additional information to include:
   • Memos
   • Timestamps
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. 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).
From
The email account from which to send the email. Valid options are:
• 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.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extension is available for the report:

• Payment types