Importing and Configuring the Prepayments Document Input Form

There may be occasions where you need to manually enter prepayments that were missed from a previously posted invoice. This is achieved using a Prepayments document input form. The form is not installed by default and may therefore need to be imported and configures .

Important: Once the Prepayments document input form has been imported and configured, applicable user groups will need to be given access to the new form. If this step is missed, the users will not be able to see or use the new form. Therefore, please ensure that both of the following processes are carried out:

Importing and Configuring the Form

  1. Download the Prepayments.udf file available here and save to a suitable location accessible via PS Accounting.

  2. Open PS Accounting and select Masters > Document Input Forms from the top menu. The User Defined Input Maintenance dialog is displayed. Click the Import button.

  3. The Open dialog is displayed. Browse to the previously saved Prepayments.udf file, then click the Open button.

  4. The Save As dialog is displayed. Do not change the Form Name. Click the OK button.

  5. Select Masters > Document Types from the top menu.

  6. Select the required Prepayment to Balance Sheet document type, then click the Edit Selection button in the User Defined Input Documents section.

  7. The User Defined Input dialog is displayed. Select Prepayments from the list and click the OK button.

  8. You will be returned to the Document Types Maintenance window. In the User Defined Input Documents section select Prepayments from the Defaults drop-down list.

  9. The changes are automatically saved so it is not necessary to click the Change button. Repeat this process for any other locations or Prepayment to Balance Sheet document types.

  10. Before being able to use the form, you must ensure that applicable users have access to the form as described in the next section.

Giving Users Access to the Form

After the new form has been uploaded and configured, you will need to provide access to applicable user groups as follows:

  1. Select Admin > Security from the top menu.

  2. The Security dialog is displayed. Select the applicable User group and find the applicable PM - Prepayment to Balance Sheet document type.

  3. Click the Apply button to save the settings. Repeat for all applicable user groups.