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EspañolAutomatic Payment Item
Tue, 2019-09-10 01:10 — santoshkumar
Overview
This feature is used to keep records of the payments items that are automatically set at the moment of creation of a member assignment records. It is the association between the payment item and member assignment.
A screenshot of the Automatic Payment Item feature is available here. Image is shown as reference material; position and names for labels, fields, and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Automatic Payment Item from within the menu through this navigation path: Social Security Management ► Affiliation and Contribution Management ► Support Entities And Functions ► Automatic Payment Item.
Visible Fields
The following table lists and describes all visible fields for the Automatic Payment Item feature, in their default order. Note that some fields depends on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Field | Description |
|---|---|
| Payment Item ID | It is a system-generated unique identifier for payment item. |
| Contribution Assignment | It refers to contribution assignment. The system allows users to select the contribution assignment for the payment item using the lookup feature or users can enter manually. |
| Member ID | The system automatically populates the related member ID from the Member. Users are not allowed to make any changes. |
| Payment Item | It is associated with the Payment Item. It allows users to select the payment item using the lookup feature or can enter manually. |
| Coding Block | When users select the payment item the system automatically populates the coding block. |
| Type | When users select the payment item the system automatically populates the type fields information. |
| Start Date | It allows users to select the start date of the automatic payment item. |
| End Date | It allows users to select the end date of the automatic payment item. |
| Frequency | It stores the frequency of the payment. Users define the frequency of the payment through this drop-down list |
| Amount per Frequency | The amount related to the frequency. Users define the value related to the frequency. The default value is set as zero. |
| Rate | Users define the rate of the payment. The default value set as zero. |
| Maximum Per Pay | Users define maximum per pay amount. The default value is set as zero. |
| Maximum Per Year | Users define the maximum per year amount. The default value is set as zero. |
Buttons
The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Automatic Payment Item feature.
| Button Image | Description |
|---|---|
 | The New button allows users to switch to insert mode. This action button allows users to create automatic payment item. |
 | The Search button allows users to switch to search mode. |
 | Calendar date-pickers allow users to select on a visual calendar a specific date. Within Automatic Payment Item, it is used to select the paymen start date and payment end date. |
 | Once a record has been created or searched for, users can return to the results screen when necessary. |
 | Present a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. |