Defining a Characteristic for a Payment Agreement Request

Prerequisites

To define a characteristic for a payment agreement request:

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

Procedure

To define a characteristic for a Payment Agreement Request:

  1. Ensure that the Characteristics section is expanded when you are editing, submitting, approving, rejecting or resubmitting a payment agreement.

    The Characteristics section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to indicate the date from when the characteristic is effective for the payment agreement request. Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the payment agreement request.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Payment Agreement Request.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the payment agreement request.
    Characteristic Value Used to specify the 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.
    		 Yes (Conditional)
    Note: This field is required when you are defining a characteristic for the payment agreement request.
  2. Enter the required details.
    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 payment agreement request, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the payment agreement request, click the Delete (The Delete Icon) icon corresponding to the characteristic.

Related Topics

For more information on... See...
How to create a payment agreement request Creating a Payment Agreement Request
How to edit a payment agreement request Editing a Payment Agreement Request