How to: Set Up Payment Statuses
To use payment management, you must set up payment statuses to define payment document progress levels. You must define a set of statuses for each payment class. For more information, see How to: Set Up Payment Classes.
To set up payment statuses
In the Setup box, enter Payment Slip Setup, and then choose the relevant link.
Select a payment class, and then, on the Home tab, in the Process group, choose Status.
In the Payment Status window, on the Home tab, choose New.
Fill in the fields as described in the following table.
Field Description Name
The payment status description.
RIB
Select to indicate that information about the Relevé d Identité Bancaire (RIB) statement for the customer or vendor must be displayed in the payment lines. The RIB information includes the bank branch number, agency code, bank account number, bank name, RIB key, and key verification.
Look
Select to indicate that the payment document lines that have reached this payment status can be edited and viewed in the View/Edit Payment Line window.
For more information, see View/Edit Payment Line.
ReportMenu
Select to indicate that the documents that have reached this payment status can be printed.
Amount
Select to display the amount in the payment lines.
Payment in Progress
Select to indicate that all billing and payment lines with this status must be considered when calculating the payments in progress.
Archiving Authorized
Select to indicate that payment headers with this payment status can be archived.
Choose the OK button.
See Also
Tasks
How to: Set Up Payment Classes
How to: Set Up Payment Steps
How to: Set Up Payment Addresses
How to: Create Payment Slips
How to: Post Payment Slips
How to: Archive Payment Slips
How to: Export or Import Payment Management Setup Parameters