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Viewing Payment Forecasts

You can view the individual payment forecasts that have been generated for each of the payment streams added to a contract. You can also view all the payments forecasts from a central location in the Contract Profile. This view contains additional information not available in the individual payment forecast view.

Viewing Individual Payment Forecasts

The information that displays when viewing a forecast for a payment stream includes the number of payments, each payment amount, the total value of all payments (number of payments x each payment amount), and the start and end dates of the forecasting period.

The payment forecasts associated with a contract are viewed from the Payments browse screen in a Contract Profile.

A

Payments link

Click on the link to display the Payments browse screen.

B

Payment Stream

Locate the payment stream whose forecast you want to view.

C

Forecast icon

Click the icon to display a screen that allows you to view its payment forecast.

Note: You can also generate and edit a payment forecast using the icon.

D

Payment Forecast

View the payment forecast for the selected stream. The total value of the stream is displayed in the Total field in the Amount column.

Note: The example shown above is a 5-year forecast projecting annual payments of $1,000 with a 5% (.05) increment every year.

E

Payment Forecast criteria fields

These fields are blank when you are viewing a saved forecast. They are populated in the example shown above for the purpose of providing the data used in the forecast.

F

Cancel link

Click to return to the Payments browse screen.

 

Viewing All Payment Forecasts

The comprehensive view of Payment Forecasting provides a higher level of detail than the individual views of a contract's payment streams. In addition to the number of payments, the payment amounts, the total value of all payments, and the start and end dates of the forecasting period, the comprehensive view also calculates any differences between what has been paid (or received) and what is still due (or owed).

  You must generate the payment forecast for each payment stream before generating the comprehensive payment forecast.

The payment forecasts associated with a contract are viewed from the Payments browse screen in a Contract Profile.

A

Payments link

Click to display the Payments browse screen.

B

View Forecast button

Click to display a screen showing all the payment forecasts for the contract.

C

Payment Forecast records

View the payment records in all of the payment streams.

D

Number of Payments field

View whether or not a payment that has been made or received. A dash (-) indicates no payment has been received, and a number (e.g., 1) indicates the number of payments that have been received.

E

Difference field

If populated, view the balance due (or owed) for this scheduled payment. This balance is the difference between the value in the Forecasted Amount field and the value in the Total Payments field for each payment record.

Note: If the payment is not yet due, the amount is displayed in green text. However, if the payment, or any portion of the payment, is past due, the amount is displayed in red text.

F

Back button

Click to return to the Payments browse screen.

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