Changes

Payment Scheduler

262 bytes removed, 13:43, 1 September 2016
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==Field Mapping==
 
[[Image:Payment_schedule_mapping.png|link:]]<br />
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# 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:]]<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
* '''Payment Amount''' - The amount of the each scheduled payment
* '''Payment Date''' - The dates for each scheduled payment
* '''Other Fields''' - Optional Level 2 fields can be mapped using this lookup field. These can include general Level 2 fields or fields under a mapped Level 2 type. The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number. Examples of Level 2 fields include: Level 2 type, Level 2 status, payment amount, payment date, payment number, etc.# Click '''Save'''
'''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.
Smartstaff, administrator
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