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==

[[Image:Payment_schedule_mappingEnable_payment_scheduler_checkbox.png|200px|link:]]<br />''Payment Scheduler Mapping (Beta) option illustrated above'' ==Field Mapping==

[[Image:Payment_schedule_mappings.png|link:]]<br /><br/>* Select the desired '''[[UTA]]'''* Click on the '''[[UTA Settings]]''' icon* Under the '''Please note[[Level 2 Entity|Level 2]]'''tab, click on the ''' "Payment Scheduler Mapping (Beta)"''' hyperlink* Additional optional Complete the form fields. For each of the following Level 1 Criteria fields can below select the Level one field that will be added through mapped to the Payment Scheduler field.:* '''Total Amount''' - The total dollar amount that the scheduler will use to create the payments:* '''Start Date''' - The date of the first scheduled payment:* '''End Date''' - The last scheduled payment date:* '''Activity Type''' - The specified Level 2 type:* '''Activity Status''' - The status of the Level 2 type:* '''Payment Amount''' - The amount of the each scheduled payment:* '''Payment Date''' - The dates for each scheduled payment:* '''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'''

===Payment Scheduler Page===* Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view Level 1 Provider page.

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