The Household Pay Code Restrictions program allows you to apply paycode restrictions in bulk to large portions of your household population based on Categories (i.e. residency), fee codes, feature codes, and/or pass types.
For Example: You may wish to restrict all Non-Resident Category Households in the database from using checks as a payment method.
This process is run on the Event AppServer and can be run in real time or as a Scheduled Event.
To Run the Household Paycode Restrictions program
- Accept the default Household range (<blank> to ZZZZZZ) or enter an alternate range as needed.
- Determine whether you wish to Add paycode restrictions to households or Remove them.
- Use the Picklist icon to select your Paycodes. Multiple selection is allowed.
- Select the Option(s) you wish to process:
- Option 1: Household Category Code(s)
- Option 2: Household Fee Code(s)
- Option 3: Family Member Feature Code(s)
- Option 4: Pass Type(s)
Note: At least one (1) Option must be selected. If multiple Options are selected, the system will cycle through each Option and apply the paycode restrictions to any household with at least one (1) match.
For Example: For Option 1, you select your Non-Resident Household Category. For Option 2, you select your Non-Profit Fee Code. When you process the program, the system will cycle through and apply your Paycode Restrictions to all Non-Resident Category Households. It will then cycle through again and apply your Paycode Restrictions to all Non-Profit Fee Code Households regardless of their Category Code, so a Resident Non-Profit Household will get the same Paycode Restriction as the Non-Resident Households.
- Choose your Process/Schedule option.
From the bottom of the screen…
Click Process and Process Household Paycode Restriction to run the program in real time
Click Schedule to have this process run at regular intervals. You will continue to the Schedule Generator screen.
HouseholdPaycodeRestrictions_Tab1
Begin HH Last Name (HouseholdPaycodeRestrictions_BeginHHLastName)
Accept the default Household range (<blank> to ZZZZZZ) or enter an alternate range of Household Last Names as desired.
These fields filter by letter added. For Example: Entering 'S' will include all last names that are or begin with 'S.' Entering 'Sm' will include all names that are or begin with 'Sm.' Entering 'Smith' will include all names that begin are or begin with 'Smith,' such as Smith, Smithson, Smithwicks, etc…. Entering 'Smith' and 'Smith' in the Begin/End HH Last Name fields would return all households with the last name of Smith. To run Statements for all Household Last Names beginning with 'S,' you would enter 'S' in the Begin HH Last Name field and 'Szz' in the End HH Last Name field.
DeleteEnd HH Last Name (HouseholdPaycodeRestrictions_EndHHLastName)
Accept the default Household range (<blank> to ZZZZZZ) or enter an alternate range of Household Last Names as desired.
These fields filter by letter added. For Example: Entering 'S' will include all last names that are or begin with 'S.' Entering 'Sm' will include all names that are or begin with 'Sm.' Entering 'Smith' will include all names that begin are or begin with 'Smith,' such as Smith, Smithson, Smithwicks, etc…. Entering 'Smith' and 'Smith' in the Begin/End HH Last Name fields would return all households with the last name of Smith. To run Statements for all Household Last Names beginning with 'S,' you would enter 'S' in the Begin HH Last Name field and 'Szz' in the End HH Last Name field.
DeleteHow to apply paycode restrictions (HouseholdPaycodeRestrictions_PaycodeOption)
Expand the Drop-down list and select how you wish to apply the paycode restriction:
- Add to household - The process will link the paycode in the Payment Restrictions field in Household Update • Financial Info tab.
- Remove from household - The process will remove the paycode from the Payment Restrictions field in Household Update • Financial Info tab.
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
Paycodes (HouseholdPaycodeRestrictions_PayCodes)
Click the Picklist icon to select the Paycodes you wish to restrict. Multiple selection is allowed. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
DeleteApply paycodes based on household category (HouseholdPaycodeRestrictions_Category)
Select this option to use Household Category Codes as a criterion for restricting paycodes.
THEN
Click the Picklist icon to make your Category selections.
Note: At least one (1) of the four (4) Options must be selected. If multiple Options are selected the system will cycle through each Option and apply the paycode restrictions to any household with at least one (1) match.
For Example: For Option 1 you select your Non-Resident Household Category. For Option 2 you select your Non-Profit Fee Code. When you process the program the system will cycle through and apply your Paycode Restrictions to all Non-Resident Category Households. It will then cycle through again and apply your Paycode Restrictions to all Non-Profit Fee Code Households regardless of their Category Code so a Resident Non-Profit Household will get the same Paycode Restriction as the Non-Resident Households.
Household Categories (HouseholdPaycodeRestrictions_HouseholdCategories)
This field is applicable only if you are opting to Apply paycodes based on household category.
Click the Picklist icon to make your Category selections. Multiple selection is allowed. The system will apply the paycode restrictions to any household found with at least one (1) match so if you select two (2) codes here any household with at least one (1) match will be impacted.
DeleteApply paycodes based on household feecodes (HouseholdPaycodeRestrictions_Feecodes)
Select this option to use Household Fee Codes as a criterion for restricting paycodes.
THEN
Click the Picklist icon to make your Fee Code selections.
THEN
Select your Feecode Match Option.
Note: At least one (1) of the four (4) Options must be selected. If multiple Options are selected the system will cycle through each Option and apply the paycode restrictions to any household with at least one (1) match.
For Example: For Option 1 you select your Non-Resident Household Category. For Option 2 you select your Non-Profit Fee Code. When you process the program the system will cycle through and apply your Paycode Restrictions to all Non-Resident Category Households. It will then cycle through again and apply your Paycode Restrictions to all Non-Profit Fee Code Households regardless of their Category Code so a Resident Non-Profit Household will get the same Paycode Restriction as the Non-Resident Households.
Household Feecodes (HouseholdPaycodeRestrictions_HouseholdFeecodes)
This field is applicable only if you are opting to Apply paycodes based on household feecodes.
Click the Picklist icon to make your Fee Code selections. Multiple selection is allowed.
THEN
Select your Feecode Match Option.
Feecode Match Option (HouseholdPaycodeRestrictions_FeecodeMatchOption)
This field is applicable only if you are opting to Apply paycodes based on household feecodes.
Expand the Drop-down list and make your Feecode Match Option selection.
- All feecodes - The system will apply the paycode restrictions only to those households with an exact match of all feecodes listed here. So if you so if you select two (2) codes here and a household has one match only it will not be impacted. But a household that matches both will be impacted.
- At least one feecode - The system will apply the paycode restrictions to any household found with at least one (1) match so if you select two (2) codes here any household with at least one (1) match will be impacted.
Apply paycodes based on family member feature codes (HouseholdPaycodeRestrictions_UserCodes)
Select this option to use Family Member Feature Codes as a criterion for restricting paycodes.
THEN
Click the Picklist icon to make your Feature Code selections.
THEN
Select your Feature Code Match Option.
Note: At least one (1) of the four (4) Options must be selected. If multiple Options are selected the system will cycle through each Option and apply the paycode restrictions to any household with at least one (1) match.
For Example: For Option 1 you select your Non-Resident Household Category. For Option 2 you select your Non-Profit Fee Code. When you process the program the system will cycle through and apply your Paycode Restrictions to all Non-Resident Category Households. It will then cycle through again and apply your Paycode Restrictions to all Non-Profit Fee Code Households regardless of their Category Code so a Resident Non-Profit Household will get the same Paycode Restriction as the Non-Resident Households.
Family Member Feature Codes (HouseholdPaycodeRestrictions_FamilyMemberUsercodes)
This field is applicable only if you are opting to Apply paycodes based on family member feature codes.
Click the Picklist icon to make your Feature Code selections. Multiple selection is allowed.
THEN
Select your Feature code Match Option.
Feature Code Match Option (HouseholdPaycodeRestrictions_UsercodeMatchOption)
This field is applicable only if you are opting to Apply paycodes based on family member feature codes.
Expand the Drop-down list and make your Feature Code Match Option selection.
- All featurecodes - The system will apply the paycode restrictions only to those family members with an exact match of all feature codes listed here. So if you so if you select two (2) codes here and a family member has one match only he/she will not be impacted. But a family member that matches both will be impacted.
- At least one featurecode - The system will apply the paycode restrictions to any family member found with at least one (1) match so if you select two (2) codes here any family member with at least one (1) match will be impacted.
Apply paycodes based on family member pass types (HouseholdPaycodeRestrictions_PassTypes)
Select this option to use Pass Types as a criterion for restricting paycodes.
THEN
Click the Picklist icon to make your Pass Code selections.
Note: At least one (1) of the four (4) Options must be selected. If multiple Options are selected the system will cycle through each Option and apply the paycode restrictions to any household with at least one (1) match.
For Example: For Option 1 you select your Non-Resident Household Category. For Option 2 you select your Non-Profit Fee Code. When you process the program the system will cycle through and apply your Paycode Restrictions to all Non-Resident Category Households. It will then cycle through again and apply your Paycode Restrictions to all Non-Profit Fee Code Households regardless of their Category Code so a Resident Non-Profit Household will get the same Paycode Restriction as the Non-Resident Households.
Pass Types (HouseholdPaycodeRestrictions_FamilyMemberPassTypes)
This field is applicable only if you are opting to Apply paycodes based on family member pass types.
Click the Picklist icon to make your Pass Code selections. Multiple selection is allowed. The system will apply the paycode restrictions to any family member found with at least one (1) match so if you select two (2) codes here any family member with at least one (1) matching pass will be impacted.
Delete