Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Custom Payment Agreement Types

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            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.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            Note
            Note Provider Network Management is available in Enterprise and Unlimited editions of Health Cloud provisioned with the Health Cloud Provider Network Management Add-On license.
            User Permissions Needed
            To configure custom payment agreement types: Customize Application
            1. From Setup, open the Object Manager and create a custom object for the new payment type.
            2. Create custom fields that meet your contracting needs and save your changes.
            3. Go to the Contract Payment Agreement object in the Object Manager.
            4. Click Fields & Relationships, then click Agreement Type.
            5. Click New and enter a custom picklist value that matches the name of the custom object you created earlier.
            6. 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.

             
            Loading
            Salesforce Help | Article