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|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
|}
==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 specified 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 until the '''Save''' actionschedule is saved.
# Select the desired '''[[UTA]]'''
# Click on the '''[[UTA Settings]]''' icon
# 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
[[Image:Enable_payment_scheduler_checkbox.png|200px|link:]]<br />''Payment Scheduler Mapping (Beta) option illustrated above''
# Select the desired '''[[UTA]]'''
# Click on the '''[[UTA Settings]]''' icon
[[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 the '''Other Fields''' field to the scheduler. These can include general L2 Level 2 fields or fields under a mapped L2 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.
* 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.