How to: Suggest Sales Accrual Payments

The program has a special feature that suggests sales accrual payments. These payment suggestions are made by looking at posted sales accrual entries that do not have an accompanying payment.

If an accrual plan has a check mark entered in the Post Payment w/ Document field, its accrual payments will be automatically posted with the documents from which they were generated, and will not appear when you instruct the system to suggest accrual payments in the Accrual Journal window. Also when then the Accrual plan is set up to use payment documents, no data will appear in the Accrual Journal window.

1. In the Search box, enter Plan Journal, and then choose the related link.
2. On the Actions tab, in the Functions group, choose Suggest Sales Payments to open the Suggest Sales Payment Entries window.
3. Fill in the fields on the Options FastTab.
4. On the Sales Accrual Plan FastTab, you can set filters to select sales accrual payments by accrual plan number and/or computation group.
5. On the Customer FastTab, you can set filters to select sales accrual payments by customer number.
6. Choose the OK button to start the batch job.

When the batch job is finished, the sales accrual amounts that have been selected for payment are listed in the accrual journal.