Upload Plan Payments Configuration

There are three methods to upload plan payments.

• Manual method - the user has to select either Contract(s), Contract Item(s), or Payment Schedule(s) and start the action manually.
• Automatic method - whenever there is a value change of attributes (Date From, Date To, Payment Cycle, Net Unit Price, Currency, Required Quantity, Budget Account, VAT), which would cause the newly generated payments to differ from the existing ones, payments are uploaded without the user intervention.
• Batch method - payments upload action can be planned for execution on a dedicated computer (called the escalation server).

Configuration

Plan Payments Upload Configuration is done in Global Settings (found under the Settings menu). Using the Plan Payments Upload Configuration dialog, it is possible to set the desired upload method.

The Upload Plan Payments Configuration dialog:
payments in the statuses specified in the list will be deleted before new plan payments are generated