easysquare installment payments agreement

Preparation: As the posting can only be made once the tenant has signed the installment payment agreement, it is necessary to save the values when creating the installment payment agreement. However, this feature is not provided in the SAP^® standard system. For this purpose, PROMOS has created an option to save these values temporarily in easysquare workflow. As soon as the installment payments agreement has been saved in SAP^®, a process is triggered in easysquare workflow. If required, this can contain an individual release strategy.

The release: In this case, the installment payments agreement is initially transferred to an automatically determined releaser, who can view, release, reject with correction requests or independently modify the installment payments agreement from within the process. Depending on the decision made, the creator of the installment payments agreement automatically receives the step to print, change or cancel the installment payment. Housing companies with many process participants and multiple hierarchies benefit particularly from a release strategy of this type.

Posting: The printed agreement is sent to the tenant for signing. Once the housing company receives the signed document again, the employee responsible can simply access the existing process and trigger the posting or cancel the installment payment process at the press of a button. In this way, the employees involved are not only guided intuitively through the process, but also save valuable time.

Open items: In the dialogue for the saved installment payments, the user not only sees the installments themselves but also the open items that are set to be paid in installments. If the installment payments agreement is to be changed or posted, checks run in the background to monitor the status of the open items.

A check is also implemented to prevent open items that are already part of an installment payments process from having installments applied to them again.