Schedule a payment for a contract

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Applies to User Roles:

System Administrator

Contract Management tracks each service contract between a customer and service provider, and compiles individual expenses and costs for those services. Configuration Management allows you to schedule a payment for a contract as long as there is an outstanding balance for that contract.

To schedule a payment for a contract that is not expired, follow these steps:

If you use the Manage Payments option, follow these steps:

Click Configuration Management > Contracts > Manage Payments.
Click New to create a new payment record.
Use search or advanced search to find one or more records.
Select your target record.

If you use the Contracts option, follow these steps:

Click Configuration Management > Contracts > Contracts.
Use search or advanced search to find one or more records.
Select your target record.
Open the Financial section, and then go to the Payment Information subsection. In this subsection you can view actual costs, such as rent and renewal.
Click Schedule Single Payment.

Type the payment amount you want to schedule in the Amount field.

Choose a value in the Currency field. For example, British Pound.

Select a date in the Currency EX Date field if the system currency and payment currency are not the same.

Select the payment status in the Status field. The following are available status types:

Pending: The initial status when you first add a payment to a contract.
Submitted: Indicates that the payment processing is complete and cannot be retrieved for modification or deletion.
Canceled: The payment is stopped. The payment appears in the list of payments, but it cannot be submitted for payment.
If you are scheduling a payment, you can select Pending.

Select a Payment Code to indicate the type of payment being scheduled. You can choose from the following payment options:

One-time: Single payment.
Purchase: Payment to purchase an asset or to apply toward acquiring a leased asset.
Renewal: Payment toward renewal costs.
Buyout: Pay off a lease contract.
Other: Payment of other costs, such as administrative expenses.

Type the date the payment is due in the Date Due text box. The format is mm/dd/yy. You can also select the due date and time from the Service Manager calendar. The due date must be a future date to ensure that the payment processes correctly.

Enter additional payment information in the available payment fields.

Click Add.

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