Smartstaff, administrator
4,478
edits
Changes
no edit summary
{| class="wikitable"
|-
|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 making simplifying the payment scheduling easierprocess. It allows you to schedule L2 the scheduling of '''[[Level 2 Entity|Level 2]]''' payments from a L1 '''[[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 L1 fields and enable the scheduler on certain L1 field types. The Payment Scheduler also allows mappings for L2 specified Level 2 fields (L2 type, L2 status, payment amount, payment date, payment number, etc.) Based on the provided criteria the an initial payment schedule is generated. '''Note:''' At this stage, the scheduler pre-populates the payment fields, however no records are created yet. New records are created on until the '''Save''' actionschedule is saved.
==Enable Payment Scheduler on the Level 1==
# Select the desired '''[[UTA]]'''
# Click on the '''[[UTA Settings]]''' icon
# Under the '''[[Level 1 Entity|Level 1]]''', select '''Templates'''
# 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''
[[Image:Payment_schedule_mappingPayment_schedule_mappings.png|link:]]<br /><!--br/># * Select the desired '''[[UTA]]'''# * Click on the UTA '''[[UTA Settings]]''' icon# * Under the L2 '''[[Level 2 Entity|Level 2]]''' tab, Click click on the '''"Payment Schedule Scheduler Mapping(Beta)"''' - Here you will map hyperlink* Complete the criteria from form fields. For each of the L1 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, start that the scheduler will use to create the payments:* '''Start Date''' - The date, end date), and of the prefirst scheduled payment:* '''End Date''' -populated L2 fields (L2 Provider The last scheduled payment date:* '''Activity Type, L2 Provider ''' - The specified Level 2 type:* '''Activity Status, ''' - The status of the Level 2 type:* '''Payment Amount, and Payment Date). These fields are required. ''' -->The amount of the each scheduled payment:* '''Please notePayment Date'''- The dates for each scheduled payment:* Additional optional fields can be added through the '''Other Fields''' - Optional Level 2 fields can be mapped using this lookup field to the scheduler. These can include general L2 Level 2 fields or fields under a mapped L2 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.:* '''Enabled Request Templates''' - choose L1 templates against which Payments can be scheduled * Click '''Save'''
* 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 updated before submission.* You can re-generate Update records by modify modifying the criteria and click clicking on '''Preview ''' button again.* Once everything looks good you can click on the '''Create Payment ''' button. This will generate actual L2 Level 2 records in the system and trigger workflow, template formula/status trigger etc.* If the L1 Level 1 has existing payment L2 Level 2 payments underneath, the L1 Level 1 criteria div will not be displayed. Only the ''total amount is '' will be visible.* You can edit the fields for existing L2 Level 2 payments, delete existing L2 Level 2 payments or add new ones on this page. * Click on the '''Create Payment ''' button to update/add payments.
==Notes==
* If an existing L2 Level 2 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 the ''total amount''.* Allowed field typesinclude: ''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 Level 2 payments when they are edited through the scheduler.
[[Category:Under ConstructionPayments]][[Category:Consumer/Provider]]