Changes

Payment Scheduler

55 bytes added, 17:36, 1 February 2016
no edit summary
* The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.
===Payment Scheduler pagePage===* Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view L1 Level 1 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==
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