How to add a new distribution schema

Portfolio perspective    

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.

    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.

Portfolio perspective   Distributions