On the Promise to Pay applet, click on the "New" button to create a PTP Line Item.
The line item will contain the Date Created details and the Status will be Pending. Scroll down and click the "New" button on the Promise To Pay Installment applet.
Populate the Installment Due Date field by clicking on the product picker icon or just type in the date following the format DD/MM/YYYY. The due date must be within your delegation for it to be accepted by the system.
Step 7Pending" status will change to "Accepted" indicating that the PTP has been accepted by the system.
Whenever we create a PTP in Siebel, always make sure that we are not going beyond our delegation for both the Installment Due Date and Installment Amount. If the PTP is beyond your delegation please consult your supervisor.
Tip: Creating a PTP order inside the Billing Account List Page is as simple as clicking "New, New, Date, Amount and Submit".