Use this form to reorganize an open customer or vendor transaction. The open transaction can be divided into a number of new transactions with new due dates.

To open the form to reorganize a customer account:

  • Click , , , and then click .

To open the form to reorganize a vendor account:

  • Click , , , , and then click .

You can also open the form from the journals in which you settle transactions, such as the form.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

Create and view the , , and fields for the new open transactions.

General tab

View the tab information for the selected lines.

Buttons

Button

Description

When the field is 0.00, accept the changes, exit the form, and view or edit the reorganized transactions in the form.

Reorganize the transactions by using a payment schedule.

Fields

Field

Description

Select whether to reorganize by percentage or amount.

View the remaining amount or percent to be distributed as you enter reorganized lines.

View the total amount to be distributed among the new transactions.

Enter or view the due date for the new transaction.

Enter or view a percentage of the original open transaction to be moved to the new transaction if you selected in the field.

Enter or view a part of the amount of the original open transaction to be moved to the new transaction if you selected in the field.