Creating a payment import setup

  1. Select Billing > Setup > Payment > Payment Import Setup.
  2. Click Add above the grid.
  3. Specify the path to the directory where Infor Public Sector will look for the import file in the Payment Import File Path field.
  4. Select the template you want to use from the Payment Import Template list.

    The template is an XML file that indicates how data from the import file is mapped to the Infor Public Sector database. The data is identified based on a set of keywords that are first defined in the Keyword Manager. You can use the Infor Public Sector Template Editor to edit your import templates.

    The list of templates in the Payment Import Template list is defined in the Billing configuration in the Configuration Editor. In most cases the actual templates are stored in the Correspondence\Templates directory in the Infor Public Sector application directory on the server.

  5. Select the Default check box if you want to set this as the default payment import setup.
  6. Click Save.