Plan Payment Generation

Plan Payment generation is administered using actions Regenerate Plan Payments called from the right-click context menu of the Plans catalog and Delete Plan Payments in context menu of the Plan Items referenced catalog of the Plan editor.

• Calculate Plan

  Recalculates percentage of distribution network, regenerate plan payment and calculates Distribution Costs. It also searches Report Configuration, if it finds the plan, it also generates the appropriate reports.

• Delete Plan Payments

  Deletes all plan payments generated from this plan

• Regenerate Plan Payments

  Basically refreshes all plan payments

Note: The Upload and Delete Plan Payments actions can also be called from the reference list of plan items in the Edit: Plan window. In this case, only payments for the selected plan items will be generated or deleted.

Three modes of plan payment generation are available:

• Automatic

  If automatic payment upload is selected, payments are generated every time a plan item is changed.

• Manual

  Manual payment upload means that payments are generated only when the action Upload Plan Payments is called.

• Batch

  When a large number of payments is to be generated, a batch process running in the background or on a dedicated computer can be used.

Plan payments can be configured in the FINANCE MANAGER Setting window and in Valuemation Settings/Global Settings/Payments and Plan Payments.

The following topics provide general information on uploading and deleting payments.