Creating next year payment plans

You can use the Create Next Year Payment Plans window to create payment plans for the next file year.

To open the Create Next Year Payment Plans window:

Select Module > Debtors > Create Next Year Payment Plans... from the main menu.
The Create Next Year Payment Plans window is displayed.

Creating payment plans for the next file year

To create payment plans for the next file year:

Open the Create Next Year Payment Plans window.

Create Next Year Payment Plans window

Select next year's file year in the Year field.

Tip: You can select the Rollover existing selections field to rollover existing debtor payment plan selections.

Click

The Confirm window is displayed.

Confirm window (Create Next Year Payment Plans)

Click

The grid area is updated with payment plans for the next file year.

Create Next Year Payment Plans window (new plans highlighted)

Create Next Year Payment Plans window key fields and buttons

Select Year area fields

Field	Description
Year	Select the file year for creating next year's payment plans.
Rollover existing selections	Select to rollover existing debtor payment plan selections.

Field

Description

Year

Select the file year for creating next year's payment plans.

Rollover existing selections

Select to rollover existing debtor payment plan selections.

Select Year area buttons

Button	Description
	Create payment plans for the year selected in the Year field.

Button

Description

Create payment plans for the year selected in the Year field.

Grid area fields

Note: You can edit these fields using the luPortalPaymentPlans lookup table. See luPortalPaymentPlans lookup table in the Finance manual.


Field	Description
Active	Whether the selected payment plan is currently active at your organisation. Note: Payment plans with this field selected will only be visible between the PublishStart and PublishStop dates.
Instalments	Number of instalments in the payment plan.
Description	Description provided with the payment plan. Note: This description is displayed on the Payment Plans page of the Community Portal.
Administer Discount	School	Discount percentage if the debtor selects to have the school administer payments.
User	Discount percentage if the debtor selects to administer payments themselves.
Publish	Start	Date from which the plan will be available for selection on the portal.
Stop	Date after which the plan will no longer be available for selection on the portal.
Instalment	Start	Date of the first instalment.
Stop	Date of the final payment for plans with multiple instalments.
File Year	File year specified for the payment plan.
Default	Whether the payment plan is displayed as the default when payment plans are first displayed on the Community Portal.

Field

Description

Active

Whether the selected payment plan is currently active at your organisation.

Note: Payment plans with this field selected will only be visible between the PublishStart and PublishStop dates.

Instalments

Number of instalments in the payment plan.

Description

Description provided with the payment plan.

Note: This description is displayed on the Payment Plans page of the Community Portal.

Administer Discount

School

Discount percentage if the debtor selects to have the school administer payments.

User

Discount percentage if the debtor selects to administer payments themselves.

Publish

Start

Date from which the plan will be available for selection on the portal.

Stop

Date after which the plan will no longer be available for selection on the portal.

Instalment

Start

Date of the first instalment.

Stop

Date of the final payment for plans with multiple instalments.

File Year

File year specified for the payment plan.

Default

Whether the payment plan is displayed as the default when payment plans are first displayed on the Community Portal.

Last modified: 15/09/2016 5:35:12 PM