Prerequisites

To setup the payment agreement request process, you need to do the following:

• Define the required payment agreement request types in the system

• Define the required characteristic types where the characteristic entity is set to Payment Agreement Request

• Define the required characteristic types where the characteristic entity is set to Payment Agreement Request Type

• Define the required pay methods for Payment Agreement Request

• Define the required third party payors for Payment Agreement Request

• Create an algorithm using the C1-PA-INFO algorithm type if you want to create Payment Agreement Requests using the payment agreement request information.

• Define the kept promise status reason for the C1-PaymentAgreementRequest business object

• Define the broken promise status reason for the C1-PaymentAgreementRequest business object

• Defined rejected status reason for the C1-PaymentAgreementRequest business object

• Assign the C1-PAREQ To Do type to a To Do role whose users must receive To Do generated while submitting or resubmitting a payment agreement request for approval

• The Payment Agreement Request Periodic Monitor (C1-PAREQ) batch process to monitor the payment agreement request and move the request to next stage