• During formatting, the PDP attempts to combine multiple payments to the same payee into a single check.
• Payments are eligible to be combined if the payment is combinable and if these field values are identical for each payment:
o Payment Type
o Payee ID
o Payee Name
o Payee Address (Line 1)
o Country and 5 digit zip code
• Payments marked for special handling, attachments, or immediate printing are not eligible to be combined.
• If payments are determined to be combinable based on the above criteria, the PDP combines as many payments as possible into a single check. Parameter MAX_NOTE_LINES controls the maximum number of note lines that the PDP attempts to put on a single check. If adding a payment to a combined check would exceed the maximum number of lines, then the PDP creates a new check for this payment.
The Kuali Financials Purchasing and Accounts Payable module includes logic to bundle together payment requests and credit memos under certain circumstances. This logic is handled by the purchasingPredisbursementExtractJob.
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