Defining a Characteristic for an Auto Pay Instruction

You can only define those characteristic types for an auto pay instruction which are associated with the auto pay route type used while creating the auto pay instruction. If the Required check box is selected while associating an auto pay characteristic type with the auto pay route type, you need to define the characteristic for the auto pay instruction. Otherwise, erroneous results might occur.

Prerequisites

To define a characteristic for an auto pay instruction, you should have:

  • Characteristic types (where the characteristic entity is set to Auto Payment) associated with the auto pay route type

Procedure

To define a characteristic for an auto pay instruction:

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

    The Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types which are associated with the auto pay route type.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the auto pay instruction.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    The default value, if defined while associating the auto pay characteristic type with the auto pay route type, appears when you select the characteristic type. You can edit the characteristic value, if required.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the auto pay instruction.
  2. Enter the required details in the 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 define more than one characteristic for the auto pay instruction, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the auto pay instruction, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to define an auto pay instruction Defining an Auto Pay Instruction
How to edit an auto pay instruction Editing an Auto Pay Instruction
How to copy an auto pay instruction Copying an Auto Pay Instruction