To transfer Penalty details to MCCM,
Login as Admin and go to "Penalization Results" tab.
In the "Penalty Result" section, click on "Transfer Penalty amount to MCCM".
Fill in the relevant fields below like,
Portfolio name, Supplier Number and Interval (Note: "Interval" is mandatory) and click on "Send".
In order to check the status of transfer, click on "Refresh".
Send: To send the invoice
Send Payback: To send the payback
Preview: Once you click on preview it will download an excel file with Penalization review results with relevant fields shown below. It can be used to check the data before transferring to MCCM.
Recent activities tab:
Frequency: Penalty Amount Transfer is done for Monthly or Quarterly
From month and To month: The duration or time interval for which the Penalty Amount Transfer is done.
Status: There are two statuses for differentiating invoice or payback sent
- TO_SEND - Invoice /Payback transfer in progress
- SENT - For invoice
- PAYBACK_SENT - For paybacks.
Total count: The total no of records transferred to MCCM, You can view these in the preview excel as well
Success count: Among the total count the no of records successfully transferred
Failure count: Among the total count the no of records failed to transfer
Aggregated amount:
- The total amount of payback if payback is sent
- The total amount of penalty if invoice is sent (Sum of column condition value in the excel)
Change At: The time at which transfer was taken place
Change By: The user who initiated the transfer.