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Adding payment plan types to the luPortalPaymentPlans lookup table
Adding payment plan types to the luPortalPaymentPlans lookup table
To create payment plans:
- Select Module > System > Lookup Tables Maintenance.
The Lookup Table Maintenance window is displayed. - Select the luPortalPaymentPlans lookup table. See luPortalPaymentPlans lookup table.
The luPortalPaymentPlans lookup table is displayed. - Click .
- Type the number of instalments in the payment plan into the Instalments field.
- Type a description of the payment plan into the Description field.
- Type a number into the SchoolAdministerDiscount field to set the discount percentage applied if the debtor elects to have the school administer payments.
- Type a number into the UserAdministerDiscount field to set the discount percentage applied if the debtor elects to administer payments themselves.
- Select a date from the Publish Start field to set when the payment plan will be available on the Community Portal.
- 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.
- Select the date of the first instalment in the InstalmentStartDate field.
- Select the date of the final payment for plans with multiple instalments in the InstalmentStopDate field.
- 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.
- Type the year into the File Year field to set which year the payment plan is active.
- 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.
- Select the frequency of the payment plan in the FrequencyCode field. See luDebtorInstalmentFrequency lookup table.
- Select the DefaultFlag field to set the current payment plan as default when the payment plans are displayed on the Community Portal.
- Type a review message for school-administered payments in the SchoolAdministeredReviewMessage field. See Creating review messages.
- Type a review message for self-administered payments in the SelfAdministeredReviewMessage field.
- Click .