Modifying Payment Forms

This section provides an overview of payment form modifications and discusses how to modify a payment form.

To configure the payment forms that come with PeopleSoft Payables to meet your specific needs, you must modify the Reports layout for the form and ensure that the form ID matches the output configuration.

A payment form consists of these sections:

  • Page header

  • Check body (group header #1 for the payment ID reference (PYMNT_ID_REF))

  • Details

  • Group footer #1

  • Page footer

To modify a form:

  1. Copy the form (CHECK2.RPT, for example).

  2. Rename it (CHECK5.RPT, for example).

  3. Open the Banks and Branches, Payment Forms component in Add mode to add the name of a new payment form.

See the product documentation for PeopleTools: BI Publisher for PeopleSoft