Configure Custom Payment Agreement Types
Give your contracting specialists additional flexibility by providing other payment
types. You can configure custom payment types that meet your organization’s business needs and
contract specifications.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To configure custom payment agreement types: | Customize Application |
- From Setup, open the Object Manager and create a custom object for the new payment type.
- Create custom fields that meet your contracting needs and save your changes.
- Go to the Contract Payment Agreement object in the Object Manager.
- Click Fields & Relationships, then click Agreement Type.
- Click New and enter a custom picklist value that matches the name of the custom object you created earlier.
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Save your changes.
The configuration is complete and the link between the custom object and picklist value is established.
The custom payment type is now available for selection from the Agreement Type field of the Contract Payment Agreement page. Your contracting specialist can use the payment type to define the payment terms of their contracts.