Daily Repeating Fee
This document explains how to post a fee to an account
on a repeating basis. This would be useful for example,
if you need to charge a daily rental or a daily storage fee.
There are a few pieces that need to be put in place for this
to work.
Fee Transaction Type
To post a fee transaction automatically each day, it is necessary to
have a transaction type created with the amount to post.
Fee Transaction Type
Notice that "Use Dollar Amounts" is selected and the amount is
entered as a NEGATIVE value in the To Agency field. Also note
the switched that are turned ON.
Repeating Transaction Contact Plan
In order to repeat this transaction each day, we need to use the
batch processing feature to process automatic contacts. So we
need to post the transaction using a contact plan and set the
Repeat to Daily.
To do this, create a new contact plan:
Post Transaction Contact Plan
This plan has one Transaction event with the following settings:
Transaction Plan Event
Notice that the Repeat is set to Daily and the Delay Days is set to 1.
It is necessary to set a Delay Days value so that the Transaction will
be picked up by the batch process and set in motion.
Running The Plan
Try this out on one of your accounts.
Run the zz1 plan. It will schedule a Transaction contact for tomorrow.
Tomorrow morning, run Tools, Batch Processing, Process Automatic
Contacts, Post Transactions. This will post the Fee transaction and
forward the contact to the next day. Each day, run the batch process
to manage your accounts.
Stopping The Repeat
When you no longer want the Transaction to repeat on a daily
basis, simply open the contact and mark it 'Completed.'
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