Create a receivable from a contract or order

Before you start

• The administrator has opened Contract or Order Data Sources in the backend.
• You have a Contract or Order that can be used to create a Receivable.

Procedure

1. On the Receivable page, click New.
2. In the Data Source options, select Contract or Order.
3. On the Select Data page, select the target Contract or Order.
4. On the Receivable allocation page, enter the current receivable amount or collection ratio.
5. View the existing receivable amount and achievement ratio for each Product.
6. In the Product Details area, click Fill All, Fill Remaining Balance, or enter the Allocated Amount directly.
7. Confirm that the Pending Allocation Amount has been fully distributed to Product Details.
8. Click Next.
9. On the Receivable page, complete the other required information.
10. Click Submit or Save.

Allocation rules

• When you enter a collection amount, the system calculates the collection ratio from the amount.
• When you enter a collection ratio, the system calculates the collection amount from the ratio.
• You must fully distribute the Pending Allocation Amount to Product Details before you can submit.
• One-time payment is suitable for smaller amounts or simple transactions.
• Installment payment is suitable for larger amounts or complex transactions.

[!NOTE] If a Contract has a Whole Order Discount that is not distributed to Product Details, the achievement ratio on Product Details may not equal 100%. The collection amount is based on the Contract total amount.

Related topics

• Create a Receivable with Quick Receivable
• Configure Quick Receivable and Data Sources