Posting Of The Finance Charge Memo

In order to transfer finance charge to the customer balance, the finance charge must be posted, i.e. in the status Released.

Release is done using the Edition that is the located part of the Process and can be done:

• Individually for one document

• Collectively for all documents

• Collectively for selected documents

After confirming the function, the system displays a dialog box

Options tab:

• Press

  • If the user requires the finance charge to be printed or sent by e-mail at the same time, the user can select from the following options in this field:

    • Print

      • To print to a printer

    • Enamel

      • To send a issued finance charge memo by e-mail

    • Empty

      • If the user does not require the printing or sending of a finance charge memo, the field is left blank

• Change Posting Date

  • Default Value = No

  • The user changes to Yes if you want to change the posting date of the issued finance charge memos

• Posting Date

  • Default Value = Current Date

  • The date that will be used as the posting date of the issued finance charge memo if the value of the field is Change Posting Date = Yes

• Hide Email Dialog

  • Default Value = No

  • If the value of the field Print = Email  and the value of this field is

    • No

      • After the issue is confirmed, the system will display a window for sending an e-mail with the penalty in PDF format as an attachment. The user can select a text template or type their own text

    • Yes

      • After confirming the release, the system does not display the email dialog box, but sends the email directly

Filter: Finance Charge Memos

• Number

  • After confirming the finance charge issue function, the system fills in the finance charge number from which the issue was triggered

  • If the user wants to issue all unissued finance charge memos, the default number is deleted

  • If he/she requires to print more selected finance charge (but not all of them), he/she enters their numbers in this field, separated by the character | (pipe)

After confirmation OK The system posts finance charge memos. Issued finance charge memos can be displayed in the Issued Finance Charge list, which the user can find via full-text search

If the user does not issue all finance charge memos, the remaining finance charge memos must be manually deleted from the system