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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 (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 Level 2 fields (L2 type, L2 status, payment amount, payment date, payment number, etc.). Based on the criteria an initial payment schedule is generated. At this stage, the scheduler pre-populates the payment fields, however no records are created yet. New records are created on the '''Save''' action.
==How to Implement the Payment Scheduler==
# 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
# 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:]]
'''Please note'''
* Additional optional fields can be added through the '''Other Fields''' field to the scheduler. These can include general L2 fields or fields under a mapped L2 type.