Payment

The Payment field is used to indicate the amount of a particular payment, applied to either a CI (Customer Invoice) or another CP (Customer Payment) that has unapplied credits.

The Payment cannot be greater than the Balance - (Discounts + Write Offs).

Disabled Field

• The Payment field will be disabled until the checkbox is selected to include a CI or CP row in a Customer Payment.  

Default Value

Once a row is selected:

• The Payment field value will be calculated as:  Payment = Balance - (Discount + Write Off)
• The Payment field value will be added to the Payment column total
• The Header area Balance field will be reduced by the Payment amount

The user can override the defaulted Payment value and the other fields will be recalculated as follows:

Calculations on Change (of Payment field)

When the value in the Payment field is changed, several other fields will be recalculated/updated as follows:

• The amount in the Payment field will be added to the Payment column total
• The amount displayed in the Header area Balance field will be reduced by the Payment amount
• The amount in the Remaining field will be updated --- calculated as Balance - (Payment + Discount + Write Off)

Calculations on Change (of Discount or Write Off fields)

• The value in the Payment field will be updated automatically any time the value in the Discount or Write Off fields are changed.  
• The calculation for determining the Payment value when either of these fields has been changed is:
• • Payment = Balance - (Discount + Write Off)

Note the values in the Header area "Current Customer Balances" are not changed based on any activity on the current Customer Payment being edited.