Payment — Add new › Payments › PaymentSaveSave and Close
Overview
Use Payment to create and save a payment record and, where required, attach supporting files. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance officers can use this screen when payment-related documentation must be recorded in the system.
The available screen provides a selection control and a file attachment area. No payment status, amount, account, or approval fields are shown on this screen.
Workflow
Open Add new, select Payments, and open Payment.
Payment — Add new › Payments › Payment
Decide whether you need to make a selection before saving the record.
To work with the available selection, use Select and review the Select... field.
If the record does not require a selection, continue to the attachment decision.
Note: The screen does not identify what values are available through Select.... Use the selection that is applicable to your business process.
Decide whether the payment record requires supporting documentation.
To add a file, use Attach.
Select the required item in files[], then confirm the attachment with Ok.
If no file is required, leave the attachment area unchanged.
Payment — Add new › Payments › Payment
SaveSave and Close
Tip: Attach supporting evidence before saving the record so that the payment record and its related files are retained together.
Decide how to finish the record.
Select Save to save the payment record and remain on the Payment screen.
Select Save and Close to save the payment record and close the screen.
Use Tickets only when your internal process requires the available ticket action; no ticket details are displayed on this screen.
If you selected Save, review the selection and attached files. When the record is complete, select Save and Close to finish.
Examples
A finance officer needs to retain a payment receipt with a payment record.
The officer opens Add new > Payments > Payment.
The officer uses Select and reviews the available Select... value required for the record.
The officer selects Attach, adds the file
April-payment-receipt.pdf
in files[], and selects Ok.
The officer selects Save to retain the record while reviewing the attached file.
After confirming that the required file is present, the officer selects Save and Close.
The payment record is saved with its supporting receipt attached.
Tips
Tip: Use Save when you need to verify the selected value or attached files before leaving the Payment screen.
Warning: Do not assume that a payment has been approved, posted, or reconciled after saving. The available screen does not display payment statuses or related finance processing actions.
Note: If you need to add more documentation after saving, reopen the payment record and use Attach again.
Troubleshooting
Symptom
Likely cause
Fix
The required supporting document is not shown in the payment record.
The file was not added through the attachment process or was not confirmed.
Select Attach, add the file in files[], select Ok, and then select Save or Save and Close.
You are still on the Payment screen after saving.
Save keeps the record open.
Select Save and Close when you have completed the record.
You cannot identify the correct value in Select....
The screen does not describe the available selection values.
Use Select and choose the value required by your internal payment process.
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