The following is an example of a script that guides a user through the payment plan options. This script executes the following rules:
| Step No | Step Type | Text Displayed In Script Area | Additional Information On The Step |
|---|---|---|---|
| 10 | Perform script |
Subscript: CI_FINDCUST Note, this step performs a script that contains the steps that ask the user to find the customer on control central. |
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| 20 | Invoke function |
Function: GETCCCR (retrieves an account's customer class and credit rating) If Successful, Go To Step: 40 If Error, Go To Step: 30 Send Field: Temporary Storage / SAVED_ACCT_ID Receive Field 1: Temporary Storage / CUST_CL_CD Receive Field 2: Temporary Storage / TOT_CR_RATING_PTS Note, this step invokes a function that returns the account's credit rating and customer class. |
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| 30 | Transfer control |
Subscript: CI_FUNCERR Note, this step transfers control to a script that displays the error information and stops. |
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| 40 | Mathematical operation |
Base Field Type: Temporary Storage > Base Field Name: TOT_CR_RATING_PTS Math Operation: + Math Field Type: Predefined Value Math Field Value: 0 Note, this step converts the credit rating held in string into a number so that it can be used in later mathematical operations that compare the credit rating to threshold values. |
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| 50 | Conditional Branch |
Compare Field Type: Page Data Model Compare Field Name: CUST_CL_CD Condition: = Comparison Field Type: Predefined Value Comparison Field Name: R If TRUE, Go To Step: 110 If FALSE, Go To Step: 250 |
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| 60 | Conditional Branch |
Compare Field Type: Page Data Model Compare Field Name: TOT_CR_RATING_PTS Condition: <= Comparison Field Type: Predefined Value Comparison Field Name: 600 If TRUE, Go To Step: 120 If FALSE, Go To Step: 140 |
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| 70 | Label | Residential Customer, Credit Rating <= 601 | |
| 120 | Display Text | <font color=red>This customer's credit rating is less than or equal to 600 and therefore payment is due immediately (no payment extensions are possible)</font> | |
| 130 | Go to a step | Next step: 400 | |
| 140 | Prompt user | Choose between extending the date on which the system will examine this customer's debt OR adding a payment arrangement |
Prompt Type: Button(s) First Prompt Value - Text: Extend collection date (default value), Next Step: 150 Second Prompt Value - Text: Setup a payment arrangement, Next Step: 180 |
| 145 | Label | Postpone the credit review date | |
| 150 | Navigate to a page | Navigation Option: Account - C&C (update) | |
| 151 | Move data |
Source Field Type: Predefined Value Source Field Value: %CURRENT-DATE Destination Field Type: User Interface Field Destination Field Name: POSTPONE_CR_RVW_DT Note, the next step will add 5 days to this field value (thus setting the review date to 5 days in the future). |
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| 152 | Mathematical operation |
Base Field Type: User Interface Field Base Field Name: POSTPONE_CR_RVW_DT Math Operation: + Math Field Type: Predefined Value Math Field Value: 5 days |
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| 160 | Set focus to a field | Please review the new credit review date and then save the change | Destination Field Name: POSTPONE_CR_RVW_DT |
| 170 | Go to a step | Next step: 400 | |
| 175 | Label | Create payment arrangement. | |
| 180 | Navigate to a page | Navigation Option: Payment Arrangement - Main (add) | |
| 190 | Set focus to a field | Select the debt to be transferred to the payment arrangement. You do this by turning on the checkboxes adjacent to the <font color=red>Arrears Amounts</font> FOR EACH <font color=red>CANDIDATE SA</font> IN THE SCROLL | Destination Field Name: SA_ARREARS:x$CHECKED_FOR_PA_SW |
| 200 | Set focus to a field | Press <i>Continue</i> after you've considered the debt on each service agreement in the scroll | Destination Field Name: IM_SectArrow_RtArrow |
| 209 | Move data |
Source Field Type: Predefined Value Source Field Value: 6 Destination Field Type: User Interface Field Destination Field Name: INSTALLMENT Note, this step defaults a value of 6 in the Installments field. Because we used the User Interface Field type, the payment amount is automatically calculated for the user as this is the default logic for this field on this page. If we'd used a field type of Page Data Model, the default logic would not execute. |
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| 210 | Set focus to a field | Select the number of installments (a value of <font color=red>6</font> was defaulted) | Destination Field Name: INSTALLMENT |
| 220 | Move data |
Source Field Type: Predefined Value Source Field Value: CA Destination Field Type: User Interface Field Destination Field Name: CIS_DIVISION |
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| 225 | Set focus to a field | Specify an SA Type for the payment arrangement | Destination Field Name: SA_TYPE_CD |
| 230 | Set focus to a field | Press the Create button to create a new payment arrangement service agreement and transfer the selected debt to it | Destination Field Name: CREATE_SW |
| 240 | Go to a step | Next step: 400 | |
| 245 | Label | Non-residential customer with credit rating less than or equal to 700 must pay now. If the CR is over 700, choose between extending date and creating a pay plan. | |
| 250 | Conditional Branch |
Compare Field Type: Page Data Model Compare Field Name: TOT_CR_RATING_PTS Condition: <= Comparison Field Type: Predefined Value Comparison Field Name: 700 If TRUE, Go To Step: 260 If FALSE, Go To Step: 280 |
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| 260 | Display Text | This customer's credit rating is less than or equal to 700 and therefore payment is due immediately (no pay plan is possible) | |
| 270 | Go to a step | Next step: 400 | |
| 280 | Prompt user | You can choose between extending the date on which the system will examine this customer's debt OR creating a pay plan |
Prompt Type: Button(s) First Prompt Value - Text: Extend collection date, Next Step: 290 Second Prompt Value - Text: Setup a pay plan, Next Step: 320 |
| 285 | Label | Postpone the credit review date | |
| 290 | Navigate to a page | Navigation Option: Account - C&C (update) | |
| 300 | Set focus to a field | Please enter the new credit review date (set it up to 5 days in the future) and then save the change | Destination Field Name: POSTPONE_CR_RVW_DT |
| 310 | Go to a step | Next step: 400 | |
| 315 | Label | Add a payment plan | |
| 320 | Navigate to a page | Navigation Option: Pay Plan - Main (add) | |
| 330 | Set focus to a field | Select the Pay Plan Type | Destination Field Name: PP_TYPE_CD |
| 340 | Prompt User | Who is responsible for making these payments? |
Prompt Type: Button(s) First Prompt Value - Text: Customer, Next Step: 370 Second Prompt Value - Text: Third party, Next Step: 350 |
| 350 | Move data |
Source Field Type: Predefined Value Source Field Value: TRUE (note, this is how you turn a checkbox on) Destination Field Type: User Interface Field Destination Field Name: THRD_PTY_SW |
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| 360 | Set focus to a field | Select the Pay Plan Type | Destination Field Name: THRD_PTY_PAYOR_CD |
| 370 | Set focus to a field | Select a Pay Method | Destination Field Name: PAY_METH_CD |
| 380 | Set focus to a field | Enter one or more scheduled payments. <font color=red>The Total Amount of the scheduled payments should cover the customer's Delinquent Debt if you want the pay plan to protect the customer from additional credit and collection activity.</font> | Destination Field Name: PPS:x$PP_SCHED_DT |
| 390 | Set focus to a field | Press the Save button (Alt+S) to save the pay plan | Destination Field Name: IM_SAVE |
| 395 | Label | Confirm save | |
| 400 | Move data |
Source Field Type: Predefined Value Source Field Name: %SAVE-REQUIRED Destination Field Type: Temporary Storage Destination Field Name: SAVE_NEEDED |
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| 410 | Conditional Branch |
Compare Field Type: Temporary Storage Compare Field Name: SAVE_NEEDED Condition: = Comparison Field Type: Predefined Value Comparison Field Name: FALSE If TRUE, Go To Step: 440 If FALSE, Go To Step: 420 |
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| 420 | Set focus to a field | <font color=red>You have not saved this information!</font> Press <i>Continue</i> after saving. |
Destination Field Name: IM_SAVE (note, this positions the cursor on the save button) |
| 430 | Go to a step | Next step: 400 | |
| 440 | Navigate to a page | Navigation Option: Control Central - Pay Pan (update) | |
| 450 | Display text | Script complete, please confirm the customer's credit and collection's information |
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