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Updated on January 18, 2022

The Payment Type name can be mixed-case alphabetic characters with no spaces or special characters.

Note: Adopt a naming convention that identifies the type of accounting transaction that the payment type applies to. For example, you can create GLNONE for debit and credit suspense transactions that are GL accounts and do not generate accounting documents. After creating, you can apply this payment type universally to all accounting step transactions referencing suspense.

The following screen shot shows the payment type instance Rule-PegaAcct-Financial- PaymentType.CrAdvice.

Short DescriptionRequired. Short description to describe the Payment Type.
Cutoff SectionCutoff Section
Name of Cutoff to UseName of the cutoff.
Financial Documents Section
Stream Name

The name of the document to generate for the accounting entry. Specify a correspondence rule instance.

Corr Type

Thetype of correspondence or document – mail, email, fax, and so on from the prompt list.


Check if this document is required when the accounting entry is generated.

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