Financial Management - PSFT (MOSC)

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Payment Predictor with customer reference and no item reference

edited Jul 17, 2018 5:03AM in Financial Management - PSFT (MOSC) 1 commentAnswered

Hello,

I need suggestion on how to configure the payment predictor method, Already existing method is as follows:

Step 1:

Customer Identified: Doesnt Matter

References Supplied: Summary

Condition and Action

1 - Execute Algorithm Group - #REFS

3. Overpayment Exceeds - Generate an Item (WS-04)

4. Overpayment is less than - Writeoff an overpayment (WS-10)

6. Underpayment Exceeds - Create a deduction (WS-08)

4. Underpayment is less than - Writeoff an underpayment (WS-11)

Scenario:

While the setup above is working fine for most of the payment, here is one scenario where I need help on:

Only customer reference is being sent for a few payments in the lockbox file from bank, along with a dummy item (so that they can give more details on the payment). The client want this to applied to the worksheet as an OnAccount to the customer. I could find a setup for this. Any help on this is really appreciated as I dont want to customize the process.

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