Copying a Payment Agreement Request Type

Instead of creating a payment agreement request type from scratch, you can create a new payment agreement request type using an existing payment agreement request type. This is possible through copying a payment agreement request type. On copying a payment agreement request type, the details including the characteristics are copied to the new payment agreement request type. You can then edit the details, if required.

Prerequisites

To copy a payment agreement request type, you should have:

  • Payment agreement request type (whose copy you want to create) defined in the application

  • Payment agreement request business objects defined in the application

  • The Payment Agreement Request Information algorithm is defined using the C1-PA-INFO algorithm type

  • C1-PAREQ To Do Type assigned to a To Do role whose users must receive To Do generated while submitting a payment agreement request for approval

Procedure

To copy a payment agreement request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select P and then click Payment Agreement Request Type.
    A sub-menu appears.
  3. Click the Search option from the Payment Agreement Request Type sub-menu.
    The Payment Agreement Request Type screen appears.
  4. In the Payment Agreement Request Type List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the payment agreement request type whose copy you want to create.

    The Payment Agreement Request Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the payment agreement request type.

    • Characteristics - Used to define the characteristics for the payment agreement request type.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Payment Agreement Request Type Used to specify the payment agreement request type. Yes
    Business Object Indicates the payment agreement request type business object used while defining the payment agreement request type (whose copy you want to create). Not applicable
    Description Used to specify the description for the payment agreement request type. Yes
    Payment Agreement Request Business Object Used to specify the business object that you want to use while creating the payment agreement request. Yes
    Detailed Description Used to specify additional information about the payment agreement request type. No
    Status Used to indicate the status of the payment agreement request type. The valid values are:

    • Active

    • Inactive

    		 Yes
    Status Change Notification Type Used to indicate the notification type on the status change of payment agreement request type. The valid values are:

    • Alert

    • To Do

    • Both

    		 No
    Approval Required Used to indicate whether approval is required while creating payment agreement request using the payment agreement request type. Yes
    Approval To Do Type Used to indicate that To Do of the specified To Do type must be created when you submit the payment agreement request for approval.
    Note: This field appears when the Approval Required check box is selected.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the To Do Type Search window appears.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Approval To Do Role Used to indicate that users with the specified To Do role can only approve the payment agreement request submitted for approval.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Submitter To Do Type Used to indicate the To Do type for the submitter when the payment agreement request is resubmitted by the approver.
    Note: This field appears when the Approval Required check box is selected.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the To Do Type Search window appears.

    		Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Submitter To Do Role Used to indicate the To Do role for the submitter when the payment agreement request is resubmitted by the approver.
    Note: This field appears when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required check box is selected.
    Tip: Alternatively, you can click the Duplicate button in the Payment Agreement Request Type zone to create a copy of the payment agreement request type.
  5. Enter the required details.
  6. Define, edit, or remove characteristics of the payment agreement request type, if required.
  7. Click Save.
    The new payment agreement request type is defined.

Related Topics

For more information on... See...
Payment Agreement Request Type screen Payment Agreement Request Type
Payment Agreement Request Type List zone Payment Agreement Request Type List
Payment Agreement Request Type zone Payment Agreement Request Type
How to define a characteristic for a payment agreement request type Defining a Characteristic for a Payment Agreement Request Type