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|[[Image:How.png|50px|link=]]
|This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
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==How to implement it==
===Enable Payment Scheduler=== - Located at UTA settings >> L1 type. An option "Enable Payment Scheduler" is added.===The field mapping page=== - Located at UTA settings >> L2 >> Payment Schedule Mapping - You will have to map the criteria L1 fields (total amount, start date, end date), and the pre-populated L2 fields (L2 type/status, payment amount, payment date). These fields are mandatory. - You can add additional optional fields (general L2 field or fields under mapped L2 type) to the scheduler. Currently only following field types are allowed: single line text field, multi line text field, select one combo box, and auto number.===Payment Scheduler page=== - Once the Payment Scheduler is enabled and a valid mapping is created, the Payment Scheduler link will appear in edit/view L1 page. - If the L1 doesn't have any payment L2 underneath, the L1 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 is created through javascript and just for preview purpose, no actual records 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 you can add new ones before submission. - You can re-generate records by modify the criteria and click on Preview button again. - Once everything looks good you can click on the Create Payment button. This will generate actual L2 records in the system and trigger workflow, template formula/status trigger etc. - If the L1 has existing payment L2 underneath, the L1 criteria div will not be displayed. Only total amount is visible. - You can edit the fields for existing L2 payments, delete existing L2 payments or add new ones on this page. Click on Create Payment button to update/add payments.
==How to implement it?==
==Illustrated==
==Examples==
==Notes - What are the limitations/restrictions if any?==* If an existing L2 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 total amount.* Allowed field types: single line text field, multi line text field, select one combo box, and auto number.
==Also See==
