121
edits
Changes
→Task 2 – Create Payment Record
# '''Task Name:''' Create Payment Record
# '''Task Type:''' Create New Activity
# Select the '''activity type ''' you want to create and the default status the activity should be created in.
[[File:Create-New-Activity-Task.png|thumb|none|800px|Creating a New Activity Task]]
#Under the '''scheduling tab''' → configure the activity to meet your requirements. Not all fields listed in this section need to be configured - it will depend on the activity type.:#:*'''Start Date / End Date:''' Choose the date fields that will determine the start and end date of the activity scheduling period. #:::* You can set the frequency the activity is scheduled - activities will be created immediately, but the date will take the frequency into account. Note that activities will only be automatically scheduled within the time frame set above.#:::* Select the field from the grant application that contains the grant amount. This value will then be split equally between all payment activities being scheduled.#:::* You can also select the field where the amount of each payment will be stored - note that the total amount will be divided equally between all of the activities.#:::* Select the date field that will store the scheduled activity date.
[[File:Scheduling-tab.png|thumb|none|800px|Scheduling Tab]]
#
'''Note:''' If you do not see a Scheduling Tab → make sure to toggle on advanced options, found near the top right of your screen.