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Scheduled Payments - User Policy Permission

Use the User Policy permission to specify the actions a user can take when scheduling or modifying a payment on an account. For more information, Arrangements.

Location

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

Scope

This permission is available for the following scopes:

  • System

  • Role

  • User

  • Branch

Policy

The policy allows your organization to specify the actions a user can take when creating or modifying scheduled payments. Enable the permission for a scope and then specify the settings.

Allow user to suppress surcharge assessment on new arrangements: If selected, the user can remove the surcharge on a new arrangement.

Allow zero surcharge: If selected, you can choose "No surcharge" as the Surcharge Amount when creating an arrangement. This allows the user to exclude the surcharge from all payments in a payment arrangement.

Allow manually entered surcharge amount: If selected, you can choose "Manual Override" as the Surcharge Amount when creating an arrangement. This allows the user to enter a Surcharge Amount to apply to each payment arrangement.

Surcharge Types: The surcharge types selected in this permission will be the ones you see as Surcharge Amount as "No surcharge" and "Manual Override" if the above two options are selected.

Allow Updating of Scheduled Payments entered by Other Users: If selected, allows the user to modify scheduled payments that other users created.

Allow User to Update Their Own Scheduled Payments: If selected, allows the user to modify scheduled payments that the user created.

Allow Updating of Scheduled Payments Hold Flag: If selected, allows the user to place a scheduled payment on hold and release the hold.

Maximum Total Number of Scheduled Payments (0 = unlimited): Maximum number of scheduled payments allowed. If blank or zero, there is no maximum limit.

Allow saving Payment Instrument to Wallet: If selected, allows the user to save a payment instrument to a customer's wallet.

Allow deleting Payment Instrument from Wallet: If selected, allows the user to delete a payment instrument from a customer's wallet.

Allow lookup of previously used Payment Instruments not saved in Wallet: If selected, allows the user to look up payment instruments previously used on an account and not saved to a customer's wallet.

% Allowed Below Minimum: Percent below the minimum settlement amount allowed before requiring supervisor approval.

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