Promises Screen

The Promises screen displays all promises made on any accounts related to the person in context. From this screen users can edit and cancel open promises. Promises are created via the Promise to Pay Workflow or by a third party connector.

The ability to edit the promise status for a promise payment, and cancel a promise, is based on user permissions set by the administrator.

To allow a user to edit a promise, set the Edit Promise Payments and Edit Promise Status permissions to Change under the Collections heading in the Permissions tab of System Management > Users, or System Management > Groups > Security Groups. If the above permissions are set to None, the user is unable to edit the status of a promise; the Cancel Promise button is disabled in the Promises screen, and the Edit Promise window displays as read-only.

Upon loading the Promises screen in the workspace, the Account Selector in the screen tab defaults to "All," and continues to display a value of "All," even when an account is selected within the Related Accounts grid.

The following columns display on the promises screen:

Column Name	Description
Account	Displays the account on which the promise exists.
Due Date	Displays the date the promise was to be fulfilled by.
Opened	Displays the date the promise was opened.
Status	Displays the status of the promise (Paid, Open, Cancelled, Broken). This is determined by looking at the payment amount in the Payment import file and is also used to determine a user's performance for performance reporting.
Amount Promised	Displays the amount committed to the promise.
Number of Payments	Displays the number of payments committed to with the promise
Amount Paid	Displays the amount paid. This value is populated based on the amount of the promise compared to the promise history to see if a payment has been received.
Created By	Displays the name of the user who received the promise.
Notes	Displays any comments left in the Workflow Comments textbox when the Promise To pay workflow step is executed.
Reason	Displays the reason the account holder provided for being delinquent.

Filter Promises by Date

By default, the Promises screen displays all promises made within the last 30 days; however, users are able to refine this table by modifying the date range. Use the date range function above the list area to filter the promises displayed on the screen by the date in which the promise was opened.

Click the button to change the date range to the previous 30 days.
Click the button to change the date range to the next 30 days.
The Promises screen also contains a variety of pre-configured date ranges that are available from the To drop-down list.

Users may manually update the date range by updating the From/To dates. To manually update the From/To dates, enter the dates within the fields or use the associated calendar tools.
Once the desired rate range is selected, click the Refresh button to update the list of promises.

Editing a Promise

In addition to displaying promises, users can edit promises and add, edit, and remove payments from this screen.

To edit a promise, highlight the desired promise and click Edit Promise. The promise opens in the Edit Promise window. The information displayed in the top panel is read-only and updates based on the payment details edited in the lower payment panel.

Promises in a Broken or Kept status cannot be edited; the promise details can only be viewed by double-clicking the promise within the Promises screen. When viewing a Broken or Kept promise in the Edit Promise screen, the Save and Save and Close buttons are not present within the screen. Only a Close button is present and the information displayed within the grids cannot be edited.

In the payment panel, users may add a new payment and edit or remove an open promise payment.

Show Add Payment

To add a payment:

Click Add Payment.
The Add a Payment window opens.
Identify the account, due date, amount, and payment type. Click Create to add the payment.

A new line appears in the Payment panel.
Once added, users are able to edit the payment information.

Show Edit Payment

To edit an existing payment:

Select the desired payment.
Once selected, users are able to edit the payment information.
Click Save when all payment information has been updated.

Show Remove Payment

To delete an existing payment:

Select the desired payment.
Once selected, click Remove Payment.
The payment deletes immediately.

At least one payment must exist on a promise. If a user attempts to remove the only payment on a promise, an error message is received.

If a user makes a change that exceeds the individual user's promise settings, a message appears stating that the promise requires approval.

When a promise is edited within the screen, the adjustment of the next contact date is at the discretion of the administrator. The following are the configurable options that can be set:

Always adjust NCD: Next Contact Date automatically updates to correspond with the promise payment due dates.
Prompt to Adjust NCD: The user is prompted to decide whether to adjust the Next Contact Date to correspond with the payment due dates or keep the original Next Contact Date.
Do Not Adjust NCD: The Next Contact Date is not affected by promise payment dates.

In addition to the above options, system administrators can also configure a setting that automatically advances the Next Contact Date calculated for a promise by one day.

For more information, please see the Promise Settings Tab section of the Collection topic in the Administrator Guide.

Canceling a Promise

To cancel a promise:

Highlight the desired promise, and click Cancel.
A confirmation message appears.
Click Yes to cancel the promise. Click No to retain the promise.

If the promise is “Cancelled” or “Broken,” the remaining promise payments are canceled or broken. If it is desired to add a new promise to pay, run the Promise to Pay workflow step again.