You can specify a "distribution order", how payments are to be applied to different balance types when a payment is received at the balance type level.
- Distribution order is the order in which the different balance types should be paid off
- The distribution order is defined in balance types system controls (system control menu - balance types)
- You have the ability to set up the distribution order based on the company or a specific client code
How the field is used to indicate the sort order in which a payment should be distributed among the different balance types:
- The distribution sort order numbers are blank, 1 - 9
- You can use a sort order number multiple times
- Blank is always the last thing posted
- When the system reaches the multiple sort order number it will then distribute the payment in balance type order
Ex. You have set up:
Balance types Sort order numbers How the system will distribute the payment
PRIMARY (P) 2 2nd
1. (1) 1 1st
2. (2) 3 3rd
3. (3) 3 4th
4. (4) 4 6th
5. (5) 5 7th
6. (6) 3 5th
7. (7) 6 8th
8. (8) 7 9th
9. (9) (blank) 12th
10. (10) 8 10th
INTEREST(I) 9 11th
Keywords - Article Distribution Order Article Secondary balance Article Payments
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