This would be awesome; however, would still be a disservice to the customer paying on the arrangement and the customer service repetitive assisting the customer if it doesn't include the current charges incurred during the life of the agreement.

The agreement is to take the whole, or part, of a past due balance and break it up into installments. The installments are to be added to the current charges so that at the end of the agreement the account is not in arrears all over again.

The pre-break notice and report fail to illustrate current charges. Additionally, based on date timing, if the customer makes a large payment UMS will see that as installment payments and clear several months of the arrangement (like a pay ahead). The customer can then not make any payments on future bills and the account will not show up on the pre-break notice report, because UMS sees the installments as paid up, but the current charges are outstanding and racking up late fees.

If an update is pending it would be awesome if it was inclusive of the entire process rather than just the report side. If the team takes a look at ticket number 131387 you'll be able to see such an account that is several months behind on current charges, but the payment arrangement is "paid ahead" so we can't run a pre-break notice. Without the documentation to back us up it is extremely hard to explain what is happening to the customer and to get UMS to proceed with the appropriate shut off processes.

Also my past comment about a report that is customer friendly. (Or a letter form the data can print into for the customer.)

I would also like a report I can run for the customer. If it looked like the contract payment history report they can see where they are in relation to the start of their payment agreement and it's end.

@Todd Smith What is the ETA on the 7.0 release?