Changes

Payment Scheduler

6 bytes added, 13:43, 1 September 2016
Field Mapping
# Under the '''[[Level 2 Entity|Level 2]]''' tab, click on the ''' "Payment Scheduler Mapping (Beta)"''' hyperlink
# Complete the form fields. 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:* '''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'''
 
 
==Payment Scheduler Page==
Smartstaff, administrator
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