Defining a Payment Agreement Request Type

Prerequisites

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

  • 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 define 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 Add option from the Payment Agreement Request Type sub-menu.

    The Select Business Object screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Payment Agreement Request Type Business Object Used to indicate the business object that you want to use to create the payment agreement request type. Yes
    Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Payment Agreement Request Type screen.
    Note: The Select Business Object screen appears when there are multiple payment agreement request type business objects defined in the application. If there is only one payment agreement request type business object defined in the application, the Payment Agreement Request Type screen appears.
  4. Select the required payment agreement request type business object from the respective field.
  5. Click OK.

    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. Not applicable
    Description Used to specify the description for the payment agreement request type. Yes
    Payment Agreement Request Business Object Used to indicate 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 for creating payment agreement request using the payment agreement 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 agreement 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 option 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 option is selected.

    The list will include only those To Do roles which are associated with the To Do type specified in the Approval To Do Typefield.
    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.
    		 Yes (Conditional)
    Note: This field is required when the Approval Required option 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 option is selected.

    The list will include only those To Do roles which are associated with the To Do type specified in the Submitter To Do Typefield.
  6. Enter the required details.
  7. Define characteristics for the payment agreement request type, if required.
  8. Click Save.
    The 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
How to define a characteristic for a payment agreement request type Defining a Characteristic for a Payment Agreement Request Type