Distributions

Type:    Form
Description: Provides access to funds distribution configurations.
Items:


Distribution Search
Includes various distribution schemas search criteria.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Name
Search criteria to locate distribution schemas with a specific name by entering either full or partial name.
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ID
Search criteria to locate distribution schemas by an associated ID.
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Create Date
Search criteria to locate distribution schemas created within a certain date range.
Either beginning or end date is necessary.

Distribution List
Includes the list of distribution schemas found based on the search criteria specified.
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Id
Code of the distribution schema in the system.
References: Distribution Schema.Code
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Name
Name of the distribution schema.
References: Distribution Schema.Name
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Create Date
Date when the record was created
References: Distribution Schema.Create Date
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Modify
Allows to modify the selected distribution schema.
Opens Form: New Distribution Detail
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Add
Allows to add a new distribution schema to the list.
Opens Form: New Distribution Detail

New Distribution Detail
Includes distribution schema modification options.
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Save
Saves all changes on the form.
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Close
Closes the form without saving any changes.

Detail
Includes general distribution schema information.
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Code
Code of the distribution schema in the system.
References: Distribution Schema.Code
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Name
Name of the distribution schema.
References: Distribution Schema.Name
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Active
Indicates whether the record is active in the system.
References: Distribution Schema.Is Active

Rules
Includes the list of rules that defines the selected distribution schema.
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Move Up
Allows to move the selected rule up in the list.
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Move Down
Allows to move the selected rule down in the list.
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Account Type
Payment account type for which the rule is applicable.
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Any
Indicates that the rule is applicable to any payment account type.
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Bank Account
Indicates that the rule is applicable to bank accounts only.
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Payment Card
Indicates that the rule is applicable to payment cards only.
Amount
Amount that is distributed within the rule.
Rate
Rate that is distributed within the rule.
Source
Source from which funds are distributed and what part of the amount is used for distribution.
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Remaining
Indicates that remaining amount of the selected source is used for distribution.
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Total
Indicates that total amount of the selected source is used for distribution.
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Fee
Indicates that convenience fee amount is selected as the source of funds for distribution.
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Gross
Indicates that gross amount is selected as the source of funds for distribution.
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Net
Indicates that net amount is selected as the source of funds for distribution.
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Tax
Indicates that tax amount is selected as the source of funds for distribution.
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Vendor
Indicates that vendor amount is selected as the source of funds for distribution.
Destination
Recipient of the distributed funds.
Active
Indicates whether the rule is active within the system.
Rule
Allows to add a new rule to the list.
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