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|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
# 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
[[Image:Payment_schedule_mappingEnable_payment_scheduler_checkbox.png|200px|link:]]<!--# Select the desired UTA# Click on the UTA '''Settings''' iconbr /># Under the L2 tab, Click on '''Payment Schedule Scheduler Mapping''' - Here you will map the criteria from the L1 fields (total amount, start date, end dateBeta), and the pre-populated L2 fields (L2 Provider Type, L2 Provider Status, Payment Amount, and Payment Date). These fields are required. -->'''Please note'''* Additional optional fields can be added through the '''Other Fields'option illustrated above'' field to the scheduler. These can include general L2 fields or fields under a mapped L2 type. * The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.
==Field Mapping==
* 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 L2 Level 2 payments when they are edited through the scheduler.
[[Category:Under ConstructionPayments]][[Category:Consumer/Provider]]