Overview

The Payer Name custom control can be added to any Govern user form. By default, it is added to the Cash Collection and the A/R Lockbox forms. You can add a payer name on the fly or you can configure a direct link to the Name and Address form. This greatly facilitates the task of adding payer name information to a form. This control:

• Displays the last five payers to facilitate data entry
• Adds a search for an existing name.
• Permits the entry of a name without creating an entry in the database (Table: NA_NAMES)
• Provides a direct link to the Name and Address form so that you can create a new name.

Note: NA_NAMES can be opened in Modal Mode or as a standard user form in the Profile.

This page describes the following topics::
Configuring the Payer Name Control

• Configuring the Payer Name in the Business Entity Designer (BED)
• Configuring the Payer Name in the OpenForms Designer (OFD)

Using the Payer Name Control in Govern

• Searching for an Existing Name and Address Record and Adding It as the Payer Name
• Completing the Name and Address Information After Saving an A/R Record
• Completing the Name and Address Information Before Saving the Record
• Opening the Name and Address Form in Modal Mode
• Adding a New Payer Name On The Fly

To view this information in pdf format with screen shots and examples, click on the following link.

PayerName.pdf

Configuring the Payer Name Control

The configuration for the Payer Name Control is described in two sections:

• Configuring the Payer Name Control
• Using the Payer Name Control in Govern

Configuring the Payer Name in the Business Entity Designer (BED)

This section is for informational purposes. There are no required steps.

The following attributes are included in the Payer Name custom control:

• NA_ID
• PAYER_NAME
• ARIDLIST

ARIDLIST is a calculated field that provides the list of A/R IDs for the last payers.

Configuring the Payer Name in the OpenForms Designer (OFD)

The following configuration is required for the Payer Name. You can set the properties for the following

• Viewing / Adding the Payer Name Custom Control
• Defining the Actions

Viewing / Adding the Payer Name Custom Control

To view the payer name custom control properties:

1. Launch the OpenForms Designer (OFD).
2. Open a form that includes the Payer Name custom control, such as ARLockbox (AR036).
   Alternatively, open the form to which you want to add this control.
3. Select the entity, such as Lockbox Detail, that contains CC_PayerName_Control.
   Alternatively, open the entity to which you want to add this control.
4. Expand the first Misc. in the Properties explorer.
5. Click the ellipsis button in the Action parameter.
6. Ensure that MsGovernOpenFormsCustomControl.dll is selected in the left column.
7. Select CC_PayerName_Control is selected in the right column.
8. Click OK on the Extension Selector.

Defining the Actions in the OFD Property Explorer

The properties in this section are used to define the actions that are triggered by the Payer Name custom control. These properties are used to add options to the Payer Name menu in Govern. There are a maximum of three options:
The menu appears when you click the ellipsis button in the Payer Name parameter on the Govern user form.
To define these properties:

1. Expand Properties > Misc in the Property Explorer.
2. Define the properties as described under the following headings:
3. Click Save on the OpenForms Designer after completing the actions to save the modifications.

Creating Names

• CanCreateNames: Select this option to add the New Name option to the Payer Names menu on the Govern form. This option is required for the FastNameCreation and SelectedFormNameinProfile options.
• Deselect this option to remove the New Name option from the menu. Note, the new payer name option is independent.

Creating Payer Names

• Select the CanCreatePayerNames option to add the New Payer Name option to the Payer Name menu. When this option is selected, you can create a new payer name on the fly.
• Deselect this property to remove the option from the menu.

Searching for Names

• Select CanSearchExistingNames: to add the ability to search for a name in the Govern database. The Search appears in the Payer Name menu on the Govern form, when you click the ellipsis button.
• Deselect this option to remove the search option and functionality.

Adding a Header

• Enter text in the Control Header parameter.
  The text you enter appears on the form above the custom control in Govern. Payer Name is the default.

Creating a Name Before Saving the Record

• Select FastNameCreation to open the Name and Address form when the user selects New Name in the Payer Name field on the Govern user form. A scenario follows. This is recommended for Cash Collection. If this option is selected, CanCreateNames must be selected, as well.
• Deselect this option if you do not need to open the Name and Address form directly. This is recommended for the Lockbox.

Opening a Form in Modal Mode

• OpenFormAsModal: Select this option to open the Name and Address from in Modal Mode.
• The modal form opens in a secondary window.
• The focus is on the modal form. No actions can be performed on other forms until the modal form is closed.
• Deselect the OpenFormAsModal option if you want to open the Name and Address form as a standard user form in Govern.

Adding a User Form

SelectedFormNameInProfile: Select the user form from the that you want to open when the user clicks New Name. Typically, this is the Name and Address form.

Adding the Search Group and Style

• SelectedSearchGroup: Select the Search group to launch from the Payer Name > Search option.Typically, this is the Name Search.
• SelectedSearchStype: Select the Search style to launch from the Payer Name > Search option.
• For example, if you selected the Name Search as the Search Group, you could select the Name ID, naNameID, as the search style.

Alternatively, leave this option blank to display all the name search styles in the list.

Using the Payer Name Control in Govern

For the examples in this section, the Payer Name Control is added to the A/R Lockbox. Possible actions include:
Selecting the

• Searching for an Existing Name
• Creating a Name and Address After Saving the Record
• Creating a Payer Name On the Fly
• Creating a New Name and Address Before Saving the Record
• Opening the Name and Address form in Modal Mode

The required properties for each action are listed.

What’s New

Related Topics

• Standard Control Payer Name 101-ar-fea-021
• Documentation
• OpenForms Reference Setup
• Quality Assurance
• Developer