Payee Table

Even if you have initially configured the system through Simple Setting, you can still work on the further customization for each entity. The Entity refers to the individual table where you can store relevant data. If you think of a table, the most common elements would be the column headings at the top row, and of course the series of rows and columns where you can store the data.

Attributes as Column Headings

Attributes added through Simple Setting appear as column headings in Payee Table

Through Simple Setting, you have defined the basic column headings, and the types of data for each column.

The major differences between Simple Setting and Advanced Setting are the advanced configurability of the entity including:

  • More selections in data types
  • Capability of building relationships using Reference
  • Ability to drag-and-drop existing attributes to change orders

It is always very important to know that the system works among numbers of different entities building relationships.

Once the relationship between data is established, it becomes quite difficult to undo or break the relationship. Keep this in mind, carefully plan and design ahead before the actual configuration.

This is why we offer you the Unlimited Free Trial with which you can play around, and learn how it works, how it behaves, and how you can maximize its great features.

Advanced Setting: Payee

In order to configure Payee through Advanced Setting:

  • Go to Setting ()
  • Click Payee ribbon under Configuration
Advanced Setting: Payee

Advanced Setting: Payee

It asks you to determine what you would call the group of people that you are responsible for payment for their sales activities. It is totally free of your choice how to label the table and attribute names within inLOGIC.

Define Your Payee

Define Your Payee

  • Notice that when you type in the value of the Name, the variable is auto-filled. If you want to learn more about Naming Convention, Click Here.
  • When done, click Create Payee button.
  • When confirmation window pops up, click Yes

Adding New Fields

Initially, the table only has two built-in fields, Effective Date and Expiry Date. By adding a new field, you can insert additional columns to the Payee table

  • Mouse-over Add Field tab
  • Select the type of data of the field
  • When done adding all the fields necessary, click Save Change
  • When confirmation window pops up, click Yes to proceed
Warning: Unique and Required field constraints can only be added at the very initial setting. Once the setting is saved, these options will be disabled.

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Add data fields

Add Data Fields

Note: If you would like to learn more about various data types and their characteristics in further depth, Click Here.

Display Format

Of all the fields you have added, you will have a choice to select a few field variables that can determine how an individual payee appears across the browser on your screen. If you do not specify them, the system will automatically pick the first two field variables to display by default.

Display Format

Decide How a Payee Appears on the Screen

For example, if you change the variables in the Display Format box to payeeId firstName, a payee will be always displayed as shown in the image below no matter how many field attributes are associated with the payee:

Example of Display Format

Customize the Display Format Using Field Variables

Note: Although the Field Label and Field Variable are both considered as “Data,” they differ in terms of their characteristics. See Naming Conventions to learn more.

Payee Hierarchy

Organizational Hierarchy

Roll Hierarchy

Group Management