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Payment Scheduler

54 bytes removed, 15:21, 2 February 2016
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{{UnderConstruction}}
 
 
{| class="wikitable"
|-
# Click on the edit icon for the Level 1 template
# Add a check mark in the '''Enable Payment Scheduler (Beta)''' option box
 
 
[[Image:Enable_payment_scheduler_checkbox.png|200px|link:]]
 
===Field Mapping===
# Complete the form fields including ''Total Amount, Start Date, End Date, Activity Type, Activity Status, Payment Amount, Payment Date, and Other Fields''.
# Click '''Save'''
 
[[Image:Payment_schedule_mapping.png|link:]]
* Additional optional fields can be added through the '''Other Fields''' field to the scheduler. These can include general L2 fields or fields under a mapped L2 type.
* The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.
 
===Payment Scheduler Page===
* You can edit the fields for existing Level 2 payments, delete existing Level 2 payments or add new ones on this page.
* Click on the '''Create Payment''' button to update/add payments.
 
==Notes==
* Template formulas, workflows, status triggers will run for Level 2 payments when they are edited through the scheduler.
==Also See==
 [[Category:Under Construction]] [[Category:Payments]]
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