Changes

The Payment Scheduler enables the generation of multiple payments in batch simplifying the payment scheduling process. It allows the scheduling of '''[[Level 2 Entity|Level 2]] ''' payments from a '''[[Level 1 Entity|Level 1]] ''' based on a set of specified criteria (total amount, start date, end date, duration). Users can map specific criteria to Level 1 fields and enable the scheduler on certain Level 1 field types. The Payment Scheduler also allows mappings for specified Level 2 fields (L2 type, L2 status, payment amount, payment date, payment number, etc.). Based on the provided criteria an initial payment schedule is generated. '''Note:''' At this stage, the scheduler pre-populates the payment fields, however no records are created yet. New records are created on until the '''Save''' actionschedule is saved.

==How to Implement the Payment Scheduler=====Enable Payment Scheduler=on the Level 1==# Select the desired'''[[UTA]]'''# Click on the UTA '''[[UTA Settings]]''' icon# Under the '''[[Level 1 Entity|Level 1]]''', select '''Templates'''

# Add a checkmark check mark in the '''Enable Payment Scheduler (Beta)''' option box[[Image:Enable_payment_scheduler_checkbox.png|200px|link:]]# Click the '''Save''' button

===Field Mapping===# Select the desired UTA# Click on the UTA '''Settings''' icon# Under the [[Level 2 EntityImage:Enable_payment_scheduler_checkbox.png|Level 2200px|link:]] tab, click on the '<br />'' "Payment Scheduler Mapping (Beta)"''' hyperlink# Complete the form fields including Total Amount, Start Date, End Date, Activity Type, Activity Status, Payment Amount, Payment Date, and Other Fields.# Click '''Save'option illustrated above''

[[Image:Payment_schedule_mapping.png|link:]]<!--# Select the desired UTA# Click on the UTA '''Settings''' icon# Under the L2 tab, Click on '''Payment Schedule ==Field Mapping''' - Here you will map the criteria from the L1 fields (total amount, start date, end date), and the pre-populated L2 fields (L2 Provider Type, L2 Provider Status, Payment Amount, and Payment Date). These fields are required. -->'''Please note'''* 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=Page==* Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view L1 Level 1 Provider page.* If the L1 Level 1 doesn't have any payment L2 Level 2 payments underneathit, the L1 Level 1 criteria fields with pre-populated values from mapping will appear. All criteria can be modified except for the total amount.* Once criteria is set, click on the '''Preview ''' button and the system will generate a list of payments. Please note this is created through javascript and just for preview purposepurposes, no actual records have been created in the system.

* The displayed records can be deleted or you can add new ones updated before submission.* You can re-generate Update records by modify modifying the criteria and click clicking on '''Preview ''' button again.* Once everything looks good you can click on the '''Create Payment ''' button. This will generate actual L2 Level 2 records in the system and trigger workflow, template formula/status trigger etc.* If the L1 Level 1 has existing payment L2 Level 2 payments underneath, the L1 Level 1 criteria div will not be displayed. Only the ''total amount is '' will be visible.* You can edit the fields for existing L2 Level 2 payments, delete existing L2 Level 2 payments or add new ones on this page. * Click on the '''Create Payment ''' button to update/add payments. 

* If an existing L2 Level 2 payment is in a locked status, the row will be read only.* There is a validation that the sum of amounts on page should not exceeds the ''total amount''.* Allowed field typesinclude: ''single line text field, multi line text field, select one combo box, and auto number''.

* Template formulas, workflows, status triggers will run for L2 Level 2 payments when they are edited through the scheduler. 

 [[Category:Under ConstructionPayments]][[Category:Consumer/Provider]]