Resolving a payment

If a payment is unmatched, or if it can't be applied due to an alert, you can use the Payment InfoViewer to resolve the payment. Resolving a payment means entering a code to indicate how the payment was handled, such as indicating that it was sent back to the customer.

  1. Load the payment you want into the Payment InfoViewer.
    You access the Payment InfoViewer by clicking the Trace # link for the payment on any form that shows the link.
  2. Click Resolve Payment.
    Infor Public Sector shows the Resolve Payment dialog box. The Resolve Payment link is only displayed if you have the correct permission in Access Control.
  3. Specify the code for the method used to resolve the payment in the Resolution Code field.
  4. Click Resolve Payment.