Copying a Payment Request Type

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

Prerequisites

To copy a payment request type, you should have:

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

  • Payment request business objects defined in the application

  • Defer algorithm defined using the C1-PAY-COUNT algorithm type

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

Procedure

To copy a payment 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 Request Type.
    A sub-menu appears.
  3. Click the Search option from the Payment Request Type sub-menu.
    The Payment Request Type screen appears.
  4. In the Payment Request Type List zone, click the Duplicate(The Duplicate Icon) icon in the Duplicate column corresponding to the payment request type whose copy you want to create.

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

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

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

    The Main section contains the following fields:

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

    • Active

    • Inactive

    		 Yes
    Defer Algorithm Used to attach an algorithm that will be triggered when you distribute tender or payment amount. This algorithm checks whether the number of payment distribution records in the payment request exceeds the payment count (defined in the Defer algorithm). If the number of payment distribution records in the payment request does not exceed the payment count, the system distributes tender or payment amount and accordingly creates payment event and payments in real time (i.e. immediately). However, if the number of payment distribution records in the payment request exceeds the payment count, the system distributes tender or payment amount in the deferred mode.
    Note:

    Number of payment distribution records = (Number of bill segments present in each bill fetched using the Bill Weighted, Bill Regular, and Bill match type algorithm) + (Number of bill segments fetched using the Bill Segment match type algorithm) + (Number of contracts fetched using the Suspense Contract match type algorithm) + (Number of settlements fetched using the Settlement match type algorithm)

    Deferred mode means in the background when the Payment Request Periodic Monitor (C1-PAYRQ) batch is invoked. You can configure the Payment Request Periodic Monitor (C1-PAYRQ) batch such that it is executed at regular intervals. When the Payment Request Periodic Monitor (C1-PAYRQ) batch is invoked, the system checks whether there are any payment requests in the Deferred Distribution status. If there is a payment request in the Deferred Distribution status, the system distributes tender or payment amount and accordingly creates payment event and payments.
    Note:

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

    		 Yes
    Approval Required Used to indicate whether approval is required while freezing payments of the payment requests which are created using the payment request type. No
    Approval To Do Type Used to indicate that To Do of the specified To Do type must be created when you submit the payment request 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.
    Approval To Do Role Used to indicate that users with the specified To Do role can only approve the payment 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.
    Transfer Used to indicate whether the payment request type will be used to create payment transfer or payment creation request. No
    Defer Payment Processing Count Used to indicate whether a payment request must be processed in the deferred mode (i.e. in the background) when the number of payments in the payment request exceeds the defer processing count.
    Note:

    This field appears when the Transfer option is selected.

    You cannot specify a negative value in the Defer Payment Processing Count field. If you do not specify the defer payment processing count, by default, it is set to zero (0).

    Deferred mode means in the background when the Payment Request Periodic Monitor (C1-PAYRQ) batch is invoked. You can configure the Payment Request Periodic Monitor (C1-PAYRQ) batch such that it is executed at regular intervals. For more information about the Payment Request Periodic Monitor (C1-PAYRQ) batch, refer to Oracle Revenue Management and Billing Batch Guide.

    If the number of bills in a payment request does not exceed the defer processing count, the system will process the payment request in real time (i.e. immediately).

    		 No
    Tip: Alternatively, you can click the Duplicate button in the Payment Request Type zone to create a copy of the payment request type.
  5. Enter the required details.
    Note: You can search for an algorithm and To Do type by clicking the Search (The Search Icon) icon corresponding to the respective field.
  6. Define, edit, or remove characteristics of the payment request type, if required.
  7. Click Save.
    The new payment request type is defined.

Related Topics

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