Copying an Auto Pay Request Type

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

Prerequisites

To copy an auto pay request type, you should have:

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

  • Auto pay request business objects defined in the application

Procedure

To copy an auto pay request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select A and then click Auto Pay Request Type.
    A sub-menu appears.
  3. Click the Search option from the Auto Pay Request Type sub-menu.
    The Auto Pay Request Type screen appears.
  4. In the Auto Pay Request Type List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the auto pay request type whose copy you want to create.

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

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

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

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Auto Pay Request Type Used to specify the auto pay request type. Yes
    Business Object Indicates the business object using which the auto pay request type is defined in the system. Not applicable
    Description Used to specify the description for the auto pay request type. Yes
    Related Transaction BO Used to indicate the business object using which the auto pay transaction is performed. Yes
    Detailed Description Used to specify additional information about the auto pay request type. No
    Status Used to indicate the status of the auto pay request type. The valid values are:

    • Active

    • Inactive

    		 Yes
    Approval Required Used to indicate whether approval is required for the auto pay request which is created using the auto pay request type. No
    Approval To Do Type Used to indicate the To Do task which is performed by the approver while approving the auto pay request.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Approval To Do Type field.

    This field appears when the Approval Required option is selected.

    		 Yes
    Approval To Do Role Used to indicate the users with the specified To Do role who can approve the auto pay request.
    Note:

    The list includes only those To Do roles which are associated with the approval To Do type.

    This field appears when the Approval Required option is selected.

    		 Yes
    Submitter To Do Type Used to indicate the To Do task created when an auto pay request is submitted by an approver.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Submitter To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Submitter To Do Type field.

    		 Yes
    Submitter To Do Role Used to indicate the users with the specified To Do role who can submit the auto pay request for approval.
    Note: The list includes only those To Do roles which are associated with the submitter To Do type.
    		 Yes
    Tip: Alternatively, you can copy an auto pay request type by clicking the Duplicate button in the Auto Pay Request Type zone.
  5. Enter the required details in the Main section.
  6. Define, edit, or remove characteristics of the auto pay request type, if required.
  7. Click Save.
    The new auto pay request type is defined.

Related Topics

For more information on... See...
Auto Pay Request Type screen Auto Pay Request Type
Auto Pay Request Type List zone Auto Pay Request Type List
Auto Pay Request Type zone Auto Pay Request Type
How to define a characteristic for an auto pay request type Defining a Characteristic for an Auto Pay Request Type