Associating an Auto Pay Characteristic Type with an Auto Pay Route Type

Prerequisites

To associate an auto pay characteristic type with an auto pay route type, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Auto Payment)

Procedure

To associate an auto pay characteristic type with an auto pay route type:

  1. Ensure that the Auto Pay Characteristics section is expanded when you are defining, editing, or copying an auto pay route type.

    The Auto Pay Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Required Used to indicate whether the characteristic is mandatory while creating an auto pay instruction using the auto pay route type. No
    Default Used to indicate whether you want to define the default value for the characteristic type. No
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Auto Payment.
    		 Yes (Conditional)
    Note: This field is required when you are associating an auto pay characteristic type with the auto pay route type.
    Characteristic Value Used to specify the default value for the characteristic type.
    Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
    		 No
  2. Enter the required details in the Auto Pay Characteristics section.
    Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, you can search for a predefined characteristic value.
  3. If you want to associate more than one auto pay characteristic type with the auto pay route type, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove an auto pay characteristic type from the auto pay route type, click the Delete (The Delete Icon) icon corresponding to the auto pay characteristic type.

Related Topics

For more information on... See...
How to define an auto pay route type Defining an Auto Pay Route Type
How to edit an auto pay route type Editing an Auto Pay Route Type
How to copy an auto pay route type Copying an Auto Pay Route Type