You can set up financial rules when a sales order is sent for payment authorization.
To define Financial Rules for sales order:
The Sales Order Financial Rules screen is displayed.
Field | Description |
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Use Same Authorization Multiple Times | Select this box if you want to use the same authorization for multiple transactions. |
Validate Charge Name | Select this box if the system must validate if the charge names used for an order document exist in the system before it proceeds with the payment collection. |
Enable Payment Card Type Configuration | Select this box to enable different configurations for credit cards. |
Postpone Payment Processing Until Pick Up | Select this box if you want to postpone the payment processing of all the order lines with the fulfillment type as "Pick Up". For example, if you choose to order an item either online, or choose to pay at the store, or order in a store, and choose to pay in any other store, then, the payment processing of those order lines is postponed until the item is picked. |
Charge Ship To Home Order Lines At Store | Select this box if you want the enterprise to collect the funds immediately for all the orders that are shipped to home. |
Field | Description |
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Do Not Allow Debit And Credit Invoices To Settle Each Other | Select this box to ensure that positive and negative transactions are not able to negate each other. |
Do Not Consolidate Settlement Or Refund Requests Across Invoices | Select this box if you want to charge and refund each invoice separately. If this box is cleared, payments are consolidated. |
Create Invoice Before Order Or Shipment | Select this box if you want to create an informational invoice before an order or a shipment. |
Apply Price Change To Invoiced Quantity | Select this box to apply the price changes to the invoiced quantity. If this box is cleared, then price change after invoicing is not applied to the order. |
Prioritize Invoiced Status Over Request Charged For Asynchronous Processing | Select this box if you want invoiced orders to remain in INVOICED status when asynchronous payment requests are made on the orders. If the box is cleared, orders move to REQUESTED_CHARGE status, which indicates that there is a pending charge on the orders. By default, this option is enabled. |
Invoice Open Header Charges/Taxes On Invoice Complete | Check this box if you want all the open header charges and taxes to be invoiced when an order is moved to the Invoice complete status. |
Field | Description |
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Allow Refunding Of Negative Debits Before Sufficient Collection Has Occurred | When Do Not Allow Debit And Credit
Invoices To Settle Each Other is checked, this financial
rule determines whether the credit memo must refund immediately or
wait until there are sufficient credits to refund on the order. This
rule applies only to sales orders. Note: The
amount to refund cannot exceed the total order amount.
|
Allow Refund To Exceed Charged Amount | Select this box if you want to allow refunds
of unlimited amount for an order. Note: If
this rule is enabled, it supersedes the Allow Refunding
Of Negative Debits Before Sufficient Collection Has Occurred rule.
|
Disassociate Payment Processing Of Advanced Prepaid Exchange Order From Return Order | Select this box if you do not want to transfer
the fund between a return order and an advanced pre-paid exchange
order. When a return order is invoiced with this check box selected,
the amount is refunded to the payment method of the corresponding
sales order. The payment method on the advanced pre-paid exchange
order is charged for the entire amount of the advanced pre-paid exchange
order, and is refunded for the entire amount of the return order. Note: If this check box is selected, then the return
order invoice details would contain the details of the refund.
In
a blind return order, if this check box is selected, the amount is
refunded to the payment method of the blind return order. |
Field | Description |
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Expiration Period for Authorization | Enter the number of days before the authorization expires at which a reauthorization request is automatically created by the Payment Collection time-triggered transaction. For example, if an order expires on 4/15/2013, and the fixed number of days is 4, then the reauthorization request is created on 4/11/2013. |
Charge Name for Shipping | Select the charge name that represents the shipping charge to be used for a quote. |
Hold To Be Applied Due To Insufficient Funds In Customer Account | Select this box for cases in which a customer account contains insufficient funds to complete a transaction. The hold is triggered internally by the system, and therefore, must not be set to automatically apply in the hold configuration. |
Create Shipment Invoice for Bundle Parent on Invoicing Of |
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For Pricing Confirmed Orders, Use: |
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