3744863 - How to Default Payment Details Fields : Main Payment Type, Payment Method, Bank Country/Region, Currency

• The user would like to configure certain fields under Payment Details to be automatically defaulted, as each of these fields currently has only one available option.
• The fields are: Main Payment Type, Payment Method, Bank Country/Region, Currency.

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 Employee Central
• SAP SuccessFactors Employee Central - Payment Information

1. Create a Metadata Framework (MDF) Business Rule to default Payment Details fields.
2. In the rule, set default values for the fields that have a single valid option (Main Payment Type, Payment Method, Bank Country/Region, Currency).
3. Assign the rule to the relevant Payment Information object so it runs when creating or editing Payment Details (for example, on initialize or on change or insert( use purpose: Evaluate).
4. Save and test by creating or editing Payment Details to confirm the defaults populate as expected.
5. If additional guidance is needed for creating and assigning MDF rules for Payment Information, 

Step 1: Create MDF Payment Information Detail 

1. Go to Admin Center  Configure Business Rules, and choose + (Create New Rule).

   You can also call up the Create Rule screen in Configure Object Definitions when you edit an object definition.

2. Expand Metadata Framework scenario and select the option Rules for Metadata of MDF Objects.
3. Base Object: Payment Information Detail 
4. Purpose: Evaluate

Step 2: Assigning Business Rules to Payment Information Detail Object

1. Go to Admin Center  Configure Object Definitions.
2. Under Search, select Object Definition.
3. In the second dropdown menu, enter Payment Information Detail.
4. Choose Take Action and select Details Make Correction.
5. Under Rules,  Assign Your  rule to the payType field. This rule sets the default Main Payment Type, Payment Method, Bank Country/Region, Currency, which is derived from the job country of the employee.
6. Done.
7. 

Notes:

1. To default Payment Information values during Add New Hire Wizard a seperate rule (example below) is needed and it to be set on 'Initialise Rules' on Payment Information Details Object
2. This rule cannot be "Always True"
3. Bank Country value cannot be set to be equal to Job Country value at this stage as this would lead to undesired behavior when editing existing users Payment Information data.

FAQ - Additional Information

Q) Where can I get information on this from the Guide?

A) Guide: Payment Information

     Chapter: Assigning Business Rules to the Payment Information Object

     Chapter: Assigning Business Rules to Payment Information Detail Object

     Chapter: Settings of the Configuration UI

     Chapter:  Replicating Payment Information in Employee Central Payroll

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