You can modify the payment rule using the Payment Rule Details screen.
About this task
To modify a payment rule:
Procedure
- Navigate to the Payment Rule Details screen. To
navigate to the Payment Rule Details screen,
perform the following steps:
- Log in to Sterling Business Center as a system administrator or a system setup administrator.
- From the System Setup home page,
expand the Payments menu, and then click Manage
Payment Rules.
- The Payment Rules
Search screen is displayed. In the Payment
Rules Search screen, enter the search criteria, and click Search to complete a basic search.
- The payment rules that match the
search criteria are displayed. Click the Payment
Rule hyperlink.
The Payment Rule Details screen
is displayed.
Note: If there is only one payment
rule that matches the search criteria, the details of the corresponding
payment rule are automatically displayed.
- In the Payment
Rule Details screen, you can modify the following:
- In the Merchant ID box, enter a unique identifier
for the merchant. The Merchant ID, which is used to identify the payment
type, must be unique for the organization.
- In
the Payment RuleDescription* box, enter a brief
description of the payment rule. The maximum number of characters
you can enter is 100 characters.
- From the Publish Invoice drop down, select
one of the following:
- Select Allow Immediate Refund From
Hold Amount if you want to instantly refund the credit
amount from the pre-collected hold amount to the customer.
- Select Collect Externally Through Accounts if
you want all the invoice details to be published to an external accounts
receivable system.
- Select Deferred Credit On Return Required if
an event should be raised with the cancelled amount that was not refunded
when part of a pre-collected order is cancelled.
- Select Settlement Required if payments
require settlement before they can be processed.
- Select Authorization Required if payments
require any type of authorization before they can be processed. If
you select this rule, an attached Reauthorization pane is enabled
with reauthorization options.
- Select Customer Account Maintained
Internally if the payment processing for an account is
handled from within IBM® Sterling Selling and Fulfillment Foundation.
- Select Ignore Payment Status For Purge if
you want to purge orders regardless of the payment status of the orders.
If Settlement Required is selected, Ignore Payment Status For
Purge is disabled.
- Select Authorize Before Scheduling
And Reauthorize On Expiration if you want payment methods
to be authorized before scheduling an order and then reauthorized
each time the previous authorization expires.
- Select Only Authorize Charge Transaction
Request Total to create authorizations for charge transaction
requests only. If Charge Transaction Requests exist, the system splits
authorizations by the Charge Transaction Requests. If this option
is selected and no Charge Transaction Request exists, the system does
not authorize the order. If not selected, the system authorizes the
order total.
- Select Authorize Before
Scheduling and Delay Reauthorization on Expiration Until if
you want authorization to take place before the order is scheduled
and then to delay reauthorization until the Expected Release Date/Expected
Appointment Date. If you enter numbers
in the Expected Release Date and the Expected Appointment Date fields
and the numbers differ, reauthorization will occur on both dates.
- In the Hours
Before Expected Release Date For Products box, enter the
number of hours before the Expected Release Date that you want an
authorization for product items to take place.
- In the Hours
Before Expected Appointment Start Date For Services box,
enter the number of hours before Expected Appointment Start Date that
you want an authorization for provided and delivery services to take
place.
- Select Delay Authorization Until if
you want authorization to take place only before the Expected Release
Date/Expected Appointment Date.
- In the Hours Before
Expected Release Date For Products box, enter the number
of hours before the Expected Release Date that you want an authorization
for product items to take place.
- In the Hours Before
Expected Appointment Start Date For Services box, enter
the number of hours before Expected Appointment Start Date that you
want an authorization for provided and delivery services to take place.
- Click Save.