Renegotiate a Payment Arrangement

Use the Payment Arrangement Wizard to renegotiate a payment arrangement. Latitude replaces the existing payment arrangement with the renegotiated arrangement.

To renegotiate a payment arrangement

1. With an account displayed in the Work Form, from the menu bar, click Promise. The Arrangements panel appears.

2. Click Renegotiate Arrangement. One of the following occurs:

• If you are renegotiating an arrangement for a linked account, the Renegotiate Arrangement Options dialog box appears.

Renegotiate with linked accounts not on an arrangement: If selected, displays all linked accounts on the Select Accounts page to allow you to include linked accounts not in the arrangement already.

Renegotiate with current accounts only: If selected, only displays the linked accounts currently in the arrangement on the Select Accounts page.

1. Click an option and then click OK. The Select Accounts page appears.

2. Select Accounts to Include in the Payment Arrangement.

• If you are renegotiating an arrangement for a non-linked account, the Select Payment Type page appears.

Note: To select a payment instrument from the person's wallet, you must have the Use Payment Instruments permission.

3. Complete the pages within the wizard. For more information, see the related topics in this section.

Related Topics

Negotiate a Payment Arrangement

Select Accounts to Include in the Payment Arrangement

Select a Payment Type

Select a Payment Spread Method

Select a Settlement Arrangement

Calculate the Arrangement (Normal Mode)

Calculate the Arrangement (Simple Mode)

Specify Payment Instrument Information

Specify Checking or Savings Account Information

Specify Credit Card Information

Select a Reminder or Notice Letter

Review the Payment Arrangement

Approve a Payment Arrangement

Payment Arrangement Icons

Payment Arrangement Tasks

Payment Arrangements Wizard