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Client Policy
Use the Client Policy to specify the settings for scheduling payments on an account. For more information, see Arrangements.
In the Navigation pane, click Applications > Liquid Latitude > Account Data > Scheduled Payments > Client Policy.
Scope
This permission is available for the following scopes:
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System
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Role
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User
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Branch
Policy
The policy allows your organization to specify the settings for scheduling payments on an account. Enable the permission for a scope and then specify the settings.
- Accepted Payment Types: If you select a payment type, it's available when users create or reschedule scheduled payments.
- Settlements Not Allowed: If selected, users cannot create SIF arrangements.
- Filter Payment Frequencies: If selected, only the frequencies selected in the Acceptable Payment Frequencies list box are available when users create or reschedule scheduled payments. If cleared, all payment frequencies are available when users create or reschedule scheduled payments, regardless of what you have selected in the Acceptable Payment Frequencies list box.
- Acceptable Payment Frequencies: If you select a payment frequency and select the Filter Payment Frequencies check box, the payment frequency is available when users create or reschedule scheduled payments. If you select a payment frequency and clear the Filter Payment Frequencies check box, all payment frequencies are available when users create or reschedule scheduled payments.
Utilizing the existing policy to check if the interest is accrue or deferral
If the policy is disabled, system is calculating the deferral interest value and updating in a master table.
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Select None: Clears all selected
items in the list.
Select All: Selects all items in the list.
Tip: To select multiple sequential payment or credit card types, press and hold the Shift key and then click the first and last sequential payment or credit card type. To select multiple non-sequential payment or credit card types, press and hold the Ctrl key and then click each individual payment or credit card type.