Payment Scheduler
This article will explain how you can implement this feature for use on your SmartSimple system. |
Contents
Overview
The Payment Scheduler enables the generation of multiple payments in batch simplifying the payment scheduling process. It allows the scheduling of Level 2 payments from a Level 1 based on a set of specified criteria. 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. 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 until the schedule is saved.
Enable Payment Scheduler on the Level 1
- Select the desired UTA
- Click on the UTA Settings icon
- Under the 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
- Click the Save button
Payment Scheduler Mapping (Beta) option illustrated above
Field Mapping
- Select the desired UTA
- Click on the UTA Settings icon
- Under the 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
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.
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 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.
- 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 updated before submission.
- Update records by modifying the criteria and clicking on Preview button again.
- Once everything looks good you can click on the Create Payment button. This will generate actual Level 2 records in the system and trigger workflow, template formula/status trigger etc.
- If the Level 1 has existing Level 2 payments underneath, the Level 1 criteria div will not be displayed. Only the total amount will be visible.
- 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
- If an existing 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 types include: 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 Level 2 payments when they are edited through the scheduler.
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