==Field Mapping==
[[Image:Payment_schedule_mappingPayment_schedule_mappings.png|link:]]<br />
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# * 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'''
==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.
* 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]]