3369886 - How to set default value for Pay Type so that Onboardee will not miss the Payment Information section - Onboarding

External users can submit the Personal Data Collection step without filling in the Payment Information.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Onboarding

Since Payment Information is MDF entity you can set "Initialize rule" on "Payment Information Details" object. This rule will default value for Pay Type so that Onboardee will not miss the Payment Information section.

Steps to follow this solution:

1. Rule to default 'Main Payment Method' in Pay Type field
   
2. Link this rule to Object Definition --> PaymentInformationDetailsV3 --> Rules --> Initialize Rules section 
3. Go to Manage Permission Role > OnboardingExternalUser
4. Under Miscellaneous Permissions > Payment Information and Payment Information Details (including country specific Payment Information details), the delete permission should be disabled. 

NOTE:

From the code, paymentInformationDetailsV3.payType is a mandatory field, we would need to either enable this field on the Payment Information configuration UI or set its value through some business rule(As shown above)

If paymentInformationDetailV3.customPayType field is enabled then you need to set the value for the same as well using the business rule.

Errors while submitting Payment Information details in Personal Data Collection step:

1. Sorry, the pay type of payment method Bank Transfer should not be empty. Please enter a value.
2. Sorry, you should provide the main payment method.

If customer is facing above errors even after setting the Initialize rule, please make sure Pay Type field value is set. Pay Type is a mandatory field validated from the code irrespective of business rules being configured or not.

Reference KBA-Payment Information Error: "Sorry, you should provide only one main payment method" or "Payment Method is a required field/association on Object Payment Information Detail"

Partner Community Post for reference- https://partnercommunity.successfactors.com/t5/Onboarding/Payment-Info-mandatory-check-during-Personal-Data-Collection/m-p/76235/thread-id/9771

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