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|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}
==Overview==
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.
# Select the desired '''[[UTA]]'''
# Click on the '''[[UTA Settings]]''' icon
# Under the '''[[Level 1 Entity|Level 1]]''', select '''Templates'''
# Click on the edit icon for the Level 1 template
# Add a check mark in the '''Enable Payment Scheduler (Beta)''' option box
# Click the '''Save''' button [[Image:Enable_payment_scheduler_checkbox.png|200px|link:]]<br />''Payment Scheduler Mapping (Beta) option illustrated above''
[[Image:Payment_schedule_mappingPayment_schedule_mappings.png|link:]]<br /><!--br/># * Select the desired '''[[UTA]]'''# * Click on the UTA '''[[UTA Settings]]''' icon# * Under the L2 '''[[Level 2 Entity|Level 2]]''' tab, Click click on the '''"Payment Schedule Scheduler Mapping(Beta)"''' - Here you will map hyperlink* Complete the criteria from form fields. For each of the L1 following Level 1 Criteria fields (below select the Level one field that will be mapped to the Payment Scheduler field.:* '''Total Amount''' - The total dollar amount, start that the scheduler will use to create the payments:* '''Start Date''' - The date, end date), and of the prefirst scheduled payment:* '''End Date''' -populated L2 fields (L2 Provider The last scheduled payment date:* '''Activity Type, L2 Provider ''' - The specified Level 2 type:* '''Activity Status, ''' - The status of the Level 2 type:* '''Payment Amount, and Payment Date). These fields are required. ''' -->The amount of the each scheduled payment:* '''Please notePayment Date'''- The dates for each scheduled payment:* Additional optional fields can be added through the '''Other Fields''' - Optional Level 2 fields can be mapped using this lookup field to the scheduler. These can include general L2 Level 2 fields or fields under a mapped L2 Level 2 type. * The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.Examples of Level 2 fields include: Level 2 type, Level 2 status, payment amount, payment date, payment number, etc.:* '''Enabled Request Templates''' - choose L1 templates against which Payments can be scheduled * Click '''Save'''
* If the Level 1 doesn't have any Level 2 payments underneath it, the 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 just for preview purposes, no actual records have been created in the system.
* Template formulas, workflows, status triggers will run for Level 2 payments when they are edited through the scheduler.
[[Category:Under ConstructionPayments]][[Category:Consumer/Provider]]