Quick rehearsal: from a contract or order to a receivable

Before you start

• Prepare a Contract or Order that can be used to create a Receivable.
• The administrator has opened the corresponding Data Source entry.

Procedure

1. On the Receivable page, click New.
2. In the Data Source options, select Contract or Order.
3. Select the target Contract or Order and open the Receivable allocation page.
4. Enter the current receivable amount or collection ratio.
5. In Product Details, click Fill All or Fill Remaining Balance.
6. Check that the full Pending Allocation Amount has been distributed to Product Details.
7. Click Next and complete the other Receivable information.
8. Click Submit or Save.

Verify the result

[!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 from a Contract or Order
• Create a Receivable with Quick Receivable