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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.
==OverviewEnable Payment Scheduler on the Level 1==New page # 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 generating multiple payments the Level 1 template# Add a check mark in batch to make payment scheduling easierthe '''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. Need png|link:]]<br /><br/>* Select the desired '''[[UTA]]'''* Click on the '''[[UTA Settings]]''' icon* Under the ability to schedule L2 payments from L1 based '''[[Level 2 Entity|Level 2]]''' tab, click on a set of criteria the ''' "Payment Scheduler Mapping (total amount, start date, end date, durationBeta)"''' hyperlink* Complete the form fields. People should be able to set mappings For each of these criteria to L1 the following Level 1 Criteria fields and with settings below select the Level one field that will be mapped to enable the Payment Scheduler field.:* '''Total Amount''' - The total dollar amount that the scheduler on certain L1 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 typesare allowed: single line text field, multi line text field, select one combo box, and auto number. Mappings for L2 Examples of Level 2 fields are also required (L2 include: Level 2 type, L2 Level 2 status, payment amount, payment date, payment number, etc.):* '''Enabled Request Templates''' - choose L1 templates against which Payments can be scheduled * Click '''Save'''
==How to implement it=====Enable Payment SchedulerPage=== - Located at UTA settings >> L1 type. An option "Enable Payment Scheduler" is added.===The field mapping page=== - Located at UTA settings >> L2 >> Payment Schedule Mapping - You will have to map the criteria L1 fields (total amount, start date, end date), and the pre-populated L2 fields (L2 type/status, payment amount, payment date). These fields are mandatory. - You can add additional optional fields (general L2 field or fields under mapped L2 type) to the scheduler. Currently only following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.===Payment Scheduler page=== - * Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view L1 Level 1 Provider page. - * If the L1 Level 1 doesn't have any payment L2 Level 2 payments underneathit, the L1 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 is created through javascript and just for preview purposepurposes, 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 type and status will be populated according to mapping; all additional fields will be displayed and can be modified, but will not be pre-populated. - * The displayed records can be deleted or you can add new ones updated before submission. - You can re-generate * Update records by modify modifying the criteria and click clicking on '''Preview ''' button again. - * Once everything looks good you can click on the '''Create Payment ''' button. This will generate actual L2 Level 2 records in the system and trigger workflow, template formula/status trigger etc. - * If the L1 Level 1 has existing payment L2 Level 2 payments underneath, the L1 Level 1 criteria div will not be displayed. Only the ''total amount is '' will be visible. - * You can edit the fields for existing L2 Level 2 payments, delete existing L2 Level 2 payments or add new ones on this page. * Click on the '''Create Payment ''' button to update/add payments.
==Notes==
* If an existing L2 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 typesinclude: ''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.
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[[Category:Under ConstructionPayments]][[Category:Consumer/Provider]]