Payment Types

You can define various payment types to be used for the agreements created in your system. They will display in the Payment Type list on the Financials tab of the Agreement Details window.

There are five basic payment types to choose from when creating your own types. You can create specific examples of each type.

Creating a Payment Type

Before you start

You must have SLM Setup enabled within your General Access Security Role in order to configure any SLM administration settings.

Verify that you have already defined options for Workflow Management and the CMDB, especially priorities, types, service levels, service types and CMDB item types.

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Payment Types to open the window.

4. Select the New icon. A row is added to the browse table.

5. Type a name for the payment type in the Name field.

6. From the Profile list, select a type. The available types to choose from are Fixed Price, Monthly, No Charge, Quarterly, and Yearly.

7. Select to save the changes. Provide the Change Reasons if prompted to do so.

Renaming a Payment Type

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Payment Types to open the window.

4. Select an existing payment type and type a new name over the existing one.

5. Select to save the changes. Provide the Change Reasons if prompted to do so.

Deleting a Payment Type

If you attempt to delete the system default, you will receive a warning message.

Before you start

You must have SLM Setup enabled within your General Access Security Role in order to configure any SLM administration settings.

Verify that you have already defined options for Workflow Management and the CMDB, especially priorities, types, service levels, service types and CMDB item types.

You cannot reverse this procedure, that is, if you delete a payment type you must re-create it if needed.

1. Select the Menu button, then Admin, and then select System Administration. The System Administration window is displayed, with a menu of options available.

2. In the Explorer pane, select Service Level Management.

3. Select Payment Types to open the window.

4. Select the payment type you wish to delete. Select the Delete icon.

5. Select to save the changes. Provide the Change Reasons if prompted to do so.