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==Overview==
==How to implement it==
===Enable Payment Scheduler=== - Located at # Select the desired UTA# Click on the UTA settings >> icon# Under the L1 typetab. An option "Enable Payment Scheduler" is added. ===The field mapping page=== - * Located at UTA settings >> L2 >> Payment Schedule Mapping - You will have to map the criteria L1 fields (total amount, start date, end date), and the pre-populated L2 fields (L2 type/status, payment amount, payment date). These fields are mandatory. - * You can add additional optional fields (general L2 field or fields under mapped L2 type) to the scheduler. Currently only 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 L1 page. - * If the L1 doesn't have any payment L2 underneath, the L1 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 purpose, no actual records 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 before submission. - * You can re-generate records by modify the criteria and click on Preview button again. - * Once everything looks good you can click on the Create Payment button. This will generate actual L2 records in the system and trigger workflow, template formula/status trigger etc. - * If the L1 has existing payment L2 underneath, the L1 criteria div will not be displayed. Only total amount is visible. - * You can edit the fields for existing L2 payments, delete existing L2 payments or add new ones on this page. Click on Create Payment button to update/add payments.
==Notes==
* If an existing L2 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 total amount.
* Allowed field types: 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 L2 payments when they are edited through the scheduler.
==Also See==