Examples for the contract-related proposal of items
Example 1: Partial payment of items assigned to a contract account
You have set the indicator
contract-related item proposal
. This means that the total dunning amount for a
contract
is compared to the clearing amount of the disconnection-relevant items for this contract. The system then checks whether a reconnection can take place.
Document No. |
Contract account |
Contract |
Payment/installmentplan |
Amount |
Clearing amount |
|---|---|---|---|---|---|
10001 |
4711 |
1 |
X |
200.- |
|
10002 |
4711 |
2 |
X |
300.- |
|
10003 |
4711 |
- |
X |
500.- |
300.-- |
Document No. |
Contract account |
Contract |
Dunning amount |
Disconnection document no. |
10001 |
4711 |
1 |
200.- |
30001 |
10002 |
4711 |
2 |
300.- |
30001 |
10003 |
4711 |
- |
500.- |
30001 |
The customer partially pays the item (document 10003) assigned to the contract account with EUR 300. As a result, the clearing amount for contract 1 and 2 is EUR 0. The utility installations that belong to contracts 1 and 2 can therefore not be reconnected because the criteria for reconnection have not been fulfilled for both contracts.
Example 2: Clearing the total dunning amount of a contract account
You have set the indicator
Contract-related item proposal
.
Document No. |
Contract account |
Contract |
Payment/installmentplan |
Amount |
Clearing amount |
|---|---|---|---|---|---|
10001 |
4711 |
1 |
X |
200.- |
|
10002 |
4711 |
2 |
X |
300.- |
|
10003 |
4711 |
- |
X |
500.- |
500.-- |
Document No. |
Contract account |
Contract |
Dunning amount |
Disconnection document no. |
|---|---|---|---|---|
10001 |
4711 |
1 |
200.- |
30001 |
10002 |
4711 |
2 |
300.- |
30001 |
10003 |
4711 |
- |
500.- |
30001 |
The customer pays the item (document 10003) assigned to the contract account with EUR 500. As a result, the items assigned to the contract account have been completely cleared.
Caution
Again, the system executes the reconnection check for the items assigned to the contract account and those assigned to the contract. In this case, the 100% clearing has fulfilled the criteria for reconnection. However, an installation has not been allocated to the items assigned to the contract account. As a result, the system cannot start the reconnection. If necessary, you can define a workflow that informs an agent of this situation.
Example 3: Clearing the total dunning amount of a contract and the items assigned to a contract account
You have set the indicator
Contract-related item proposal
.
Document No. |
Contract account |
Contract |
Payment/installmentplan |
Amount |
Clearing amount |
|---|---|---|---|---|---|
10001 |
4711 |
1 |
X |
200.- |
|
10002 |
4711 |
2 |
X |
300.- |
300.- |
10003 |
4711 |
- |
X |
500.- |
500.-- |
Document No. |
Contract account |
Contract |
Dunning amount |
Disconnection document no. |
10001 |
4711 |
1 |
200.- |
30001 |
10002 |
4711 |
2 |
300.- |
30001 |
10003 |
4711 |
- |
500.- |
30001 |
The customer pays the items for contract 2 (document 10002) with EUR 300, and the items for the contract account (document 10003) with EUR 500. The items from contract 2 that are assigned to the contract and the items assigned to the contract account are, therefore, completely cleared. The criteria for reconnecting the utility installation allocated to contract 2 are fulfilled. The installation can be reconnected. The installation allocated to contract 1 is not reconnected, however, because the items for contract 1 are not cleared 100%.