Reviewing payment arrangements

If an account has a current payment arrangement, either active or broken, the Manage Account page shows information on the current arrangement in the Bills panel on the Summary tab. You can click the hyperlink for the arrangement to view details in the Payment Arrangement InfoViewer.

You can view a complete history of payment arrangements for the account by clicking the View Payment Arrangement History link on the Transactions tab, or under Payments on the Maintenance tab. Clicking this link opens a popup that lists all payment arrangements, including past arrangements, in a grid. You can click an arrangement number in the grid to open the arrangement in the InfoViewer.

The Payment Arrangement InfoViewer shows information such as the status of the arrangement, the total arranged amount, the template that was used, and the arrangement terms. Depending on the arrangement status, you can use the InfoViewer to rearrange or unarrange the arrangement, edit the terms, or add a history record. If the arrangement is active, you can manually edit the payment schedule in the Transactions grid.

Note that payment arrangement review also depends on a Payment Arrangement Review task in the Batch Manager. This task checks all active arrangements to ensure that payments are being received on time. If payments are behind schedule, you can set the number of days before Infor Public Sector will change an arrangement's status to In Notice, and the number of days before the status is changed to Broken. You can also use the Payment Arrangement Review item in My Infor to review and work with arrangements that are in notice or broken.