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How to add a new distribution schema

Version: V4.2
Added on: 04/02/15
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to review distribution statements 04/03/15 15 mins This tutorial will help you to learn how to review distribution statements.

Useful Terms

How to add a new distribution schema

  1. Are you ready?

    In this tutorial we are going to learn how to add a new distribution schema.

    We will use the following parameters:

    Name: My First Distribution

    Account type: Any
    Amount: 4.99
    Source: Total Fee
    Destination: Merchant Balance

    Account type: Any
    Rate: 3.00
    Source: Total Fee
    Destination: Convenience Fee Balance
  2. Log in to the system using your Username and Password and switch to the Management => Portfolio Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Click Distributions button in the top section of the screen.
  4. Click   Addbutton
  5. Locate   Detail  groupbox
  6. Enter My First Distribution into the Nametextbox
  7. Locate   Active  checkbox and check it off.
  8. Locate   Rules  groupbox
  9. Select Any in Account Typecolumn
  10. Enter 4.99 into the Amountcolumn
  11. Select Total Fee in Sourcecolumn
  12. Select Merchant Balance in Destinationcolumn
  13. Click   Rulebutton to add new rule.
  14. Select Any in Account Typecolumn
  15. Enter 3.00 into the Amountcolumn
  16. Select Total Fee in Sourcecolumn
  17. Select Convenience Fee Balance in Destinationcolumn
  18. After you are done, your screen will look similar to the screenshot.
  19. Click   Savebutton
  20. Congratulations, you are done!

    Now you know how to add new Distributions. Now, let's learn how to attach a distribution schema to a merchant.

Related Tutorials

Name Added On Difficulty Time Required Description
Creating a new vendor 04/01/15 15 mins In this tutorial you will learn how to create new vendors in Distributions perspective.
How to attach a distribution schema to a merchant 04/02/15 15 mins In this tutorial you will learn how to attach a distribution schema to a merchant.

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