Dear Forum,
I need to make a Scheduled Payment Tracker for several clients with varied payments and different payment schedules placed Column-Wise for a period of over 2 Years and 6 Months to 3 Years.
This payment is in the Real Estate Sector where the clients are makinfg the payments and these payments get spread over a period of Maximum 3 years for all clients..generic..
There's no set of Rule for the payment to come in as different clients would be paying different Booking Amounts and Different Down Payments and even the Total Payment would be different then each other depending on the Purchased Property Area in SQFT.
Now the Sales Teams sets up an Aprroximate Payment Schedule by placing different Amounts in these Month Columns for each Client..but when the Payment comes in the Payment Schedule needs to get Impacted..
Now I am not able to figure out how do I make the layout where I mentione the payments and also its Impact on the set schedule for the future months..
There are 3 major situations where this would be Impacted:
1. When the Payment is made as expected and then theres no impact on the future payments.
2. When there's no payment made and then that payment is carried for the future payments.
3. When there's less payment is made then that much influence has to be seen in the future payments.
4. When More than required payment is added it should impact the future payments.
So what should the layout ad how frequently should it be updated..by the Sales Team as we are looking at OLD RECEIVABLES as well NEW BOOKINGS and their payments too.
Warm Regards
e4excel
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