Client Policy

Use the Client Policy to specify the settings for scheduling payments on an account. For more information, see Arrangements.

Location

In the Navigation pane, click Applications > Liquid Latitude > Account Data > Scheduled Payments > Client Policy.

Scope

This permission is available for the following scopes:

• System

• Role

• User

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..

Accrue Interest: If selected, arrangements accrue interest.

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.

If the policy is enabled, system is calculating accrued interest and updating in a master table.

• 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.

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.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

Scheduled Payments Settings

Account Data Settings

Liquid Latitude Settings

Application Settings

Permissions and Policies