Changes

Payment Scheduler

No change in size, 13:43, 1 September 2016

→‎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. 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

:* '''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==

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Ciaran Donnelly

Smartstaff, administrator

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