Adding payment plan types to the luPortalPaymentPlans lookup table

To create payment plans:

1. Select Module > System > Lookup Tables Maintenance.

   The Lookup Table Maintenance window is displayed.

2. Select the luPortalPaymentPlans lookup table. See luPortalPaymentPlans lookup table.

   The luPortalPaymentPlans lookup table is displayed.

   

3. Click .
4. Type the number of instalments in the payment plan into the Instalments field.
5. Type a description of the payment plan into the Description field.
6. Type a number into the SchoolAdministerDiscount field to set the discount percentage applied if the debtor elects to have the school administer payments.
7. Type a number into the UserAdministerDiscount field to set the discount percentage applied if the debtor elects to administer payments themselves.
8. Select a date from the Publish Start field to set when the payment plan will be available on the Community Portal.
9. Select a date from the Publish Stop field to set the date after which the payment plan will no longer be available in the Community Portal.
10. Select the date of the first instalment in the InstalmentStartDate field.
11. Select the date of the final payment for plans with multiple instalments in the InstalmentStopDate field.
12. Type a number into the SortOrder field to set the order that payment plan appears in the list of payment plans on the Community Portal.
13. Type the year into the File Year field to set which year the payment plan is active.
14. Type a number into the ParentPaymentOptions field to link the payment plan to an older payment plan.

    Note: This number relates to the numbers in the PaymentPlanSeq field.

15. Select the frequency of the payment plan in the FrequencyCode field. See luDebtorInstalmentFrequency lookup table.
16. Select the DefaultFlag field to set the current payment plan as default when the payment plans are displayed on the Community Portal.
17. Type a review message for school-administered payments in the SchoolAdministeredReviewMessage field. See Creating review messages.
18. Type a review message for self-administered payments in the SelfAdministeredReviewMessage field.
19. Click .

Last modified: 16/09/2016 11:56:13 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.