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Payment Scheduler

157 bytes removed, 15:03, 20 December 2016

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==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)"''' 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:]]<br />

 

===Level 1 Criteria Mapping===

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 amount

* '''Payment Date''' - The dates for each scheduled payment

* '''Other Fields''' - Optional Level 2 fields can be mapped using this lookup field

 

'''Please note'''

* Additional optional fields can be added to the scheduler through '''Other Fields'''. These can include general Level 2 fields or fields under a mapped Level 2 type. Examples of Level 2 fields include: Level 2 type, Level 2 status, payment amount, payment date, payment number, etc.

* The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.

[[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'''

==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]]

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Ciaran Donnelly

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