Create a receivable with quick receivable

Before you start

• The administrator has Enabled Quick Receivable.
• The current Data Source entry is available.
• Prepare a Contract, Order, or Settlement that can be used to create a Receivable.

Method 1: Create from the Receivable page

1. On the Receivable page, click New.
2. In the Data Source options, select Contract, Order, or Settlement.
3. Select the specific Data Source and open the Receivable allocation page.
4. Enter the receivable amount, collection date, and other required information.
5. Use Fill All or Fill Remaining Balance to complete the amount allocation.
6. Confirm that the Pending Allocation Amount is zero.
7. Click Next and submit the Receivable.

Method 2: Create from a Contract or Order details page

1. On the Contract or Order details page, click Quick Receivable.
2. In the simplified window, enter the receivable amount, installment information, date, and other required information.
3. Check the allocation result generated by the system according to the rule.
4. Submit and generate the Receivable.

[!NOTE] Method 2 requires Quick Receivable Automation Rules to be enabled, and the current Contract or Order must match a Configured rule.

Checks before submission

• The current receivable amount matches the business agreement.
• The Allocated Amount is distributed to Product Details.
• All Pending Allocation Amounts are distributed to Product Details.
• The Data Source matches the current Business Scenario.

Related topics

• Create a Receivable from a Contract or Order
• Configure Quick Receivable Automation Rules