In the following example, a PARSOD is created that evaluates for a Client Requirement of a minimum payment amount based on the balance of an account. The evaluation is based on data in a view. The Payment Amount field in the PPR UDW (this is the UDW reserved for use with the PARSOD) is compared to the Minimum Payment Amount being calculated in the SOD_DBT_PPAMINPMT_UG based on parameters set at the Client level in the Client User Defined Window CPR (Minimum Payment Amounts). Let’s take this one part at a time.
First Navigate to the Client Master Set Up function:
Verify that the CPR (Minimum Payments Amounts) is populated for our client ABC USRGP2 Users Group Client as follows:
A User Window Selection by Client popup appears:
Highlight CPR (Minimum Payment Amounts) and click on Select.
Previously entered values appear. Make any changes as needed and click on Save at the bottom of the screen. This Client Level User-Defined window allows for the designation of three tiers of total arranged amounts along with a designation of a Minimum Percentage of the total arranged that is an acceptable payment amount.
Once saved, close the window using the X in the upper right hand corner.
Navigate to the SOD Workflow Manager and Open:
Click on the icon to add a new project. Populate the fields as shown here and click Save :
Once SAVED, Click on the STARToval to bring up the Custom Message Settings box in the left hand area of the screen.
Click on Display Failure Items Only.
This will allow the entry of custom messaging at each NEST level based on the elements evaluated in the nest.
Now click on the first EVAL diamond to bring up the first evaluation setting box in the lower left hand corner of the screen.
Populate as shown here:
This image shows where these values appear in the design canvas and also provides clarity on the drop-down values.
Now place your cursor over the first evaluation diamond and click on the blue mini diamond underneath to add another evaluation.
Click on the second evaluation and populate the evaluation fields as shown here:
Your Design Canvas should now look like this:
Note the ability to change the logic operator from AND to OR if needed. As both evaluations must be true for the Payment Arrangement to be approved, leave the setting at AND.
Now click on Save and you receive the reminder popup:
Click on OK to clear.
Now add a Custom Message to the nest. Click on the NESTED oval to bring up the Custom Message fields for that nest in the lower left hand section of the screen.
Type the first 4 words “This payment amount of” in the Custom Message Box. Then click on the tiny grey asterisk to select an insert field.
Then click on the field to insert into the Custom Message box.
Continue entering the text and then select the next insert field as shown in the completed form below.
Then Click on the check box in front of Display Status at End…
Finally, populate a custom FAILED message. Leave a few blank spaces at the beginning for reading ease when the message displays.
Next, click on TEST:
A Popup appears, enter the indicated debtor number and click on OK to run the test:
A successful test will show this popup:
Click on OK to clear.
There should also be data in the RESULTS Grid:
This indicates that the PARSOD in now ready to be entered on a Payment Arrangement rule.