Difference between revisions of "Payment Scheduler"

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|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
 
|}
 
|}
 
  
 
==Overview==
 
==Overview==
The Payment Scheduler enables the generation of multiple payments in batch simplifying the payment scheduling process.  It allows the scheduling of '''[[Level 2 Entity|Level 2]]''' payments from a '''[[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 Level 1 fields and enable the scheduler on certain Level 1 field types.  The Payment Scheduler also allows mappings for Level 2 fields (L2 type, L2 status, payment amount, payment date, payment number, etc.).  Based on the criteria an initial payment schedule is generated.  At this stage, the scheduler pre-populates the payment fields, however no records are created yet.  New records are created on the '''Save''' action.
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The Payment Scheduler enables the generation of multiple payments in batch simplifying the payment scheduling process.  It allows the scheduling of '''[[Level 2 Entity|Level 2]]''' payments from a '''[[Level 1 Entity|Level 1]]''' based on a set of specified criteria.  The Payment Scheduler also allows mappings for specified Level 2 fields.  Based on the provided criteria an initial payment schedule is generated.  '''Note:''' At this stage, the scheduler pre-populates the payment fields, however no records are created until the schedule is saved.
  
==How to Implement the Payment Scheduler==
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==Enable Payment Scheduler on the Level 1==
===Enable Payment Scheduler===
 
 
# Select the desired '''[[UTA]]'''
 
# Select the desired '''[[UTA]]'''
 
# Click on the '''[[UTA Settings]]''' icon
 
# Click on the '''[[UTA Settings]]''' icon
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# Click on the edit icon for the Level 1 template
 
# Click on the edit icon for the Level 1 template
 
# Add a check mark in the '''Enable Payment Scheduler (Beta)''' option box
 
# Add a check mark in the '''Enable Payment Scheduler (Beta)''' option box
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# Click the '''Save''' button
  
  
[[Image:Enable_payment_scheduler_checkbox.png|200px|link:]]
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[[Image:Enable_payment_scheduler_checkbox.png|200px|link:]]<br />
 
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''Payment Scheduler Mapping (Beta) option illustrated above''
 
 
===Field Mapping===
 
# 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:]]
 
  
'''Please note'''
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==Field Mapping==
* Additional optional fields can be added through the '''Other Fields''' field to the scheduler. These can include general L2 fields or fields under a mapped L2 type.
 
* The following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.
 
  
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[[Image:Payment_schedule_mappings.png|link:]]<br />
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<br/>
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* Select the desired '''[[UTA]]'''
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* Click on the '''[[UTA Settings]]''' icon
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* Under the '''[[Level 2 Entity|Level 2]]''' tab, click on the ''' "Payment Scheduler Mapping (Beta)"''' hyperlink
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* 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.
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:* '''Total Amount''' - The total dollar amount that the scheduler will use to create the payments
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:* '''Start Date''' - The date of the first scheduled payment
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:* '''End Date''' - The last scheduled payment date
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:* '''Activity Type''' - The specified Level 2 type
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:* '''Activity Status''' - The status of the Level 2 type
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:* '''Payment Amount''' - The amount of the each scheduled payment
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:* '''Payment Date''' - The dates for each scheduled payment
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:* '''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.
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:* '''Enabled Request Templates''' - choose L1 templates against which Payments can be scheduled
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* Click '''Save'''
  
===Payment Scheduler Page===
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==Payment Scheduler Page==
* Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view Level 1 page.
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* Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view Level 1 Provider page.
 
* If the Level 1 doesn't have any Level 2 payments underneath it, the Level 1 criteria fields with pre-populated values from mapping will appear. All criteria can be modified except for the total amount.
 
* If the Level 1 doesn't have any Level 2 payments underneath it, the Level 1 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 just for preview purposes, no actual records have been created in the system.
 
* Once criteria is set, click on the '''Preview''' button and the system will generate a list of payments. Please note this just for preview purposes, no actual records have been created in the system.
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* You can edit the fields for existing Level 2 payments, delete existing Level 2 payments or add new ones on this page.  
 
* You can edit the fields for existing Level 2 payments, delete existing Level 2 payments or add new ones on this page.  
 
* Click on the '''Create Payment''' button to update/add payments.
 
* Click on the '''Create Payment''' button to update/add payments.
 
  
 
==Notes==
 
==Notes==
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[[Category:Payments]][[Category:Pending Review|Lorena]]
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[[Category:Payments]][[Category:Consumer/Provider]]

Latest revision as of 11:03, 20 December 2016

How.png 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 simplifying the payment scheduling process. It allows the scheduling of Level 2 payments from a Level 1 based on a set of specified criteria. The Payment Scheduler also allows mappings for specified Level 2 fields. Based on the provided criteria an initial payment schedule is generated. Note: At this stage, the scheduler pre-populates the payment fields, however no records are created until the schedule is saved.

Enable Payment Scheduler on the Level 1

  1. Select the desired UTA
  2. Click on the UTA Settings icon
  3. Under the Level 1, select Templates
  4. Click on the edit icon for the Level 1 template
  5. Add a check mark in the Enable Payment Scheduler (Beta) option box
  6. Click the Save button


link:
Payment Scheduler Mapping (Beta) option illustrated above

Field Mapping

link:

  • Select the desired UTA
  • Click on the UTA Settings icon
  • Under the 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.
  • Enabled Request Templates - choose L1 templates against which Payments can be scheduled
  • Click Save

Payment Scheduler Page

  • Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view Level 1 Provider page.
  • If the Level 1 doesn't have any Level 2 payments underneath it, the Level 1 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 just for preview purposes, no actual records have been 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 updated before submission.
  • Update records by modifying the criteria and clicking on Preview button again.
  • Once everything looks good you can click on the Create Payment button. This will generate actual Level 2 records in the system and trigger workflow, template formula/status trigger etc.
  • If the Level 1 has existing Level 2 payments underneath, the Level 1 criteria div will not be displayed. Only the total amount will be visible.
  • You can edit the fields for existing Level 2 payments, delete existing Level 2 payments or add new ones on this page.
  • Click on the Create Payment button to update/add payments.

Notes

  • If an existing 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 types include: 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 Level 2 payments when they are edited through the scheduler.


Why.jpeg Click here to learn why this feature is a benefit to your organization.