Smartstaff, administrator
4,478
edits
Changes
no edit summary
|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
# 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 /> ===Field Mapping===# Select the desired '''[[UTA]]'''# Click on the '''[[UTA Settings]]''' icon# Under the '''[[Level 2 Entity|Level 2]]''' tab, click on the ''' "Payment Scheduler Mapping (Beta)"'option illustrated above'' 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''' [[Image:Payment_schedule_mapping.png|link:]]
[[Image:Payment_schedule_mappings.png|link:]]<br />
<br/>
* Select the desired '''[[UTA]]'''
* Click on the '''[[UTA Settings]]''' icon
* Under the '''[[Level 2 Entity|Level 2]]''' tab, click on the ''' "Payment Scheduler Mapping (Beta)"''' hyperlink
* Complete the form fields. For each of the 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 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. These can include general Level 2 fields or fields under a mapped 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.
* 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==
[[Category:Payments]][[Category:Pending Review|BobConsumer/Provider]]
