Defining an Auto Pay Request Type

Prerequisites

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

  • Auto pay request type business objects defined in the application

  • Approval To Do Types and To Do roles defined in the application

  • Submitter To Do Types and To Do roles defined in the application

Procedure

To define 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 Add option from the Auto Pay Request Type sub-menu.
    Tip: Alternatively, you can access the Auto Pay Request Type screen by clicking the Add button in the Page Title area of the Auto Pay Request Type screen.
    Note: The Select Business Object screen appears when there are multiple auto pay request type business objects defined in the application. If there is only one auto pay request type business object defined in the application, the Auto Pay Request Type screen appears.
  4. Select the required auto pay request type business object from the respective field.
  5. Click OK.

    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. The valid value is:

    • Auto Pay Request

    		 Yes
    Detailed Description Used to specify additional information about the auto pay request type. No
    Auto Pay Request Action Indicates the action which is performed on the auto pay request using the auto pay request type. The valid value is:

    • Update

    Note: By default, the Update option is selected and cannot be edited.
    		 Not applicable
    Status Used to indicate the current status of the auto pay request type. The valid values are:

    • Active

    • Inactive

    Note: You cannot change the status of an auto pay request type toInactive when an auto pay request created using the auto pay request type is in the Draft or Rejected status.
    		 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 specify the To Do entry of the specified To Do Type that is created when you submit the auto pay request for an approval.
    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 only when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required while approving an auto pay request which is created using the auto pay request type.
    Approval To Do Role Used to indicate the users which belong to the specified To Do role who can approve the auto pay request when it is submitted for an approval.
    Note:

    The list includes only those To Do roles which are associated with the specified Approval To Do Type.

    This field appears only when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required while approving an auto pay request which is created using the auto pay request type.
    Submitter To Do Type Used to indicate the To Do entry of the specified To Do Type that is created when an auto pay request is resubmitted 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.

    This field appears only when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required while resubmitting an auto pay request which is created using the auto pay request type.
    Submitter To Do Role Used to indicate the users which belong to the specified To Do role who can resubmit the auto pay request when it is submitted for an approval.
    Note:

    The list includes only those To Do roles which are associated with the specified Submitter To Do Type.

    This field appears only when the Approval Required check box is selected.
    		 Yes (Conditional)
    Note: This field is required while resubmitting an auto pay request which is created using the auto pay request type.
  6. Enter the required details in the Main section.
  7. Define a list of characteristics for the auto pay request type, if required.
  8. Click Save.
    The auto pay request type is defined.

Related Topics

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