Override Automatic Payment Creation Option
The system behaves in the following manner:
| If the Autopay Creation Option field in the Billing tab of the Installation Options screen is set to… | Then… |
|---|---|
| Create At Bill Completion | The automatic payments are created, distributed, and frozen for the accounts during the bill completion. |
| Create On Extract Date | The automatic payments are created, distributed, and frozen for the accounts on the extract date. |
| Freeze Payment on Notification | The automatic payments are created and distributed for the accounts during the bill completion. However, the automatic payments are frozen or cancelled for the accounts once the review comments are received from the auto clearing house. |
You can override the Create On Extract Date and Freeze Payment on Notification options for a set of accounts so that automatic payments are frozen immediately during the bill completion.
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To override the autopay creation option, you need to do the following:
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Define a characteristic type named Override Auto Pay Creation Option where the Characteristic Entity is set to Account and Type of Char Value is set to Predefined Value. Add two characteristic values to the characteristic type - Yes and No.
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Define an algorithm named CM-APAY-CROP using the C1-APAY-CROP algorithm type and set the Characteristic Type parameter to Override Auto Pay Creation Option.
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Attach the CM-APAY-CROP algorithm to the Override Auto Pay Creation Option algorithm spot of the required customer class.
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Define the Override Auto Pay Creation Option characteristic for accounts which belong to the customer class where the CM-APAY-CROP algorithm is attached.
Now, if the Override Auto Pay Creation Option characteristic for an account is set to Yes, the system will freeze the automatic payments immediately for the account during the bill completion. However, if the Override Auto Pay Creation Option characteristic for an account is set to No, the system will freeze the automatic payments for the account depending on the autopay creation option defined in the system.