Enabling Record Types

If you use the feature Complex Deals, you must enable the package record type in the application. A package record type represents a cluster of applications, which can be originated together.

Perform the following steps to enable package record type:

1. Log in to the Q2 Origination application.

2. Select Setup > Build > Create > Objects.

3. From the Custom Objects list, select Application.

4. Under Record Types, select Package.

5. Under Picklists Available for Editing:

   1. Select Edit next to Product Type. Ensure that Package is moved to the Selected Values column. 

   2. Select Edit next to Payment Frequency. Ensure that all the desired frequencies are selected.

   3. Select Edit next to Status. Ensure that all the desired statuses are selected.

6. Select Save.

   Note:

   You can update the selected values for other picklist fields as required.

If you encounter issues while performing the steps provided above, you need to perform the following steps to provide permissions at the system administrator level to perform the changes, and try again:

1. Log in to the Q2 Origination application.

2. Select  Administer > Manage Users > Profiles.

3. Select System Administrator.

4. Under Apps, select Object Settings.

5. Select Applications.

6. Under Application: Record Types and Page Layout Assignments, ensure that  Package is selected as an Assigned Record Type.

7. Select Save.