Introduction
- Payment plan categories will allow you to categorize your payment plans based on an internal category system.
- Categories will be displayed in selected reports.
- Categories can be used as a condition in Automation centre
Instruction
In the search box, next to the "Add" button, choose a relevant dictionary, in this case: Payment plan categories.
- Click on the Add button to add a reason.
- Enter Key and Value.
Both Key and Value need to be the same
3. Click Save to confirm.
Payment plans
To add a category you have just made to a payment plan, go to the payment plan in PGM->Sale->Payment plans, edit the payment plan and select from the drop down box in Category.
Where is this used
- In selected Automation centre rules - PGM->Automation Centre->Automation Centre Rules - The token [PAYMENT_PLAN_CATEGORY] can be used as a condition to filter rules or as a tag within the notification template.
- In selected reports, Payment plan category is part of the report, i.e. All Contracts.