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|[[Image:How.png|50px|link=]]
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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==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. The Payment Scheduler also allows mappings for specified Level 2 fields. 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 until the schedule is saved.
==Enable Payment Scheduler on the Level 1==
# 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'' ==Field Mapping==
[[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'''
==OverviewPayment Scheduler Page====Navigating * 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.* For each record: the date is generated according to the criteria date period and frequency; the amount is divided evenly according to total amount and number of payments (except for last record which might contain a remainder); the feature====How type and status will be populated according to implement it?==mapping; all additional fields will be displayed and can be modified, but will not be pre-populated.==Illustrated==* The displayed records can be deleted or updated before submission.==Examples==* Update records by modifying the criteria and clicking on '''Preview''' button again.==Notes - What are * Once everything looks good you can click on the '''Create Payment''' button. This will generate actual Level 2 records in the limitationssystem and trigger workflow, template formula/restrictions if any?==status trigger etc.* If the Level 1 has existing Level 2 payments underneath, the Level 1 criteria div will not be displayed. Only the ''total amount'' will be visible.* You can edit the fields for existing Level 2 payments, delete existing Level 2 payments or add new ones on this page. ==Also See==* Click on the '''Create Payment''' button to update/add payments.
==Notes==
* If an existing 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 types include: ''single line text field, multi line text field, select one combo box, and auto number''.
* The scheduler will load the existing payments and add new payments or delete existing ones if the payments are not in locked status.
* Template formulas, workflows, status triggers will run for Level 2 payments when they are edited through the scheduler.
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|[[Image:Why.jpeg|50px|link=?]]
|Click '''[[Payment Scheduler - Why?|here]] ''' to learn why this feature is a benefit to your organization.
|}
[[Category:Under ConstructionPayments]][[Category:Consumer/Provider]]