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Setting up payment type rules

Updated on March 4, 2022

Payment type rules define two decision variables related to the processing of debit and credit entries in the Smart Investigate for Payments accounting steps:

  • Whether accounting advices, notifications, or documents are generated with the debit or credit entry, and in what format (e-mail, mail, and so forth).
  • The accounting cutoff time for the transaction, if documents are used for posting.

Smart Investigate for Payments comes with a set of predefined payment types. See Appendix D, Application-Specific Information, for a list of the Smart Investigate for Payments payment type rules and the documents associated with those rules. Changes or additions to payment types also require updates to the accounting step rules described on page 4-8.

Referenced by:

  • Individual debit and credit transactions in accounting steps.


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

Ruleset records affected:

  • Rule-PegaApp-Financial-PaymentType
Pega Smart Investigate for Payments Implementation Guide

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