Adding or editing a payment method
Identifying the payment method
Setting how the method is used
Requiring pre-authorization for a payment method
Selecting the countries where the payment method can be used
Payment methods define the ways customers are allowed to pay for orders and how the payment is processed.
The payment method is one of three related settings concerning how customers pay for orders:
| Payment Type | The payment type is the highest level. A payment type has a number of rules and cannot be edited by the publisher. |
| Payment Method | A payment method is a specific instance of a payment type.
For example, if "Credit Card" is a payment type, then "MasterCard" and "Visa" are payment methods belonging to that type. Payment methods can be added, modified, and restricted by country and bill-to. The available methods to select from for each bill-to are determined by the available methods for the company type. |
| Payment Terms | Payment terms are specific to the Purchase Order payment type. |
Payment methods are selected in the following areas:
| Order information | During order entry, users select the payment method to use for the order. |
| Company information | On the Bill-to tab of the Company Profile Maintenance page, the publisher can restrict the payment methods allowed for each billing address.
The payment methods to select from are filtered based on the company type. For example, end customers may only be allowed to pay by credit card. When selecting the available payment methods for an end customer bill-to, only credit card payment methods display. |
| Country information | Payment methods may also be restricted by country.
For example, a publisher may not accept credit cards from a customer located in a specific country. |
Note: All values are set with system currency and are recalculated in the transaction currency.
You manage payment methods from the List Payment Methods page.
To edit a payment method, click the Edit link for the payment method you want to edit.
The Payment Method Maintenance page displays.
In the Payment Method Details section:
| Payment method | Required. In the Payment method field, type the name of the payment method.
To localize the text that displays in the dropdown, and to determine the order in which the payment methods display, you must use the list value maintenance function. |
| Active | To make the payment method available for use, check the Active check box. |
| Payment type | From the Payment type dropdown, select the payment type to which the payment method belongs. |
| Payment code | Required. In the Payment code field, type the code you want to use to represent the payment method in the Poetic database.
Once a payment method is saved, you cannot change the code. |
| Pub ID | Required. In the Pub ID field, type the identifier used by the publisher to refer to the payment method. |
| Payment method instructions | In the Payment method instructions field, type any other notes concerning the payment method use.
While this text displays on the user interface, it cannot be localized. |
In the Payment Method Rules section:
| Can select bill-to for payment | To allow users to select a specific bill-to when this payment method is used, check the Can select bill-to for payment check box.
Usually, for credit cards, the system prompts for the specific name and address associated with the card, and so this check box is not checked. For purchase orders, users select a billing address, and so this check box is checked. |
| Credit authorization release is required | To require credit authorization before the payment can be accepted, check the Credit authorization release is required check box.
In general, credit card orders are released automatically, while purchase orders require a credit release. If this box is not checked, then for orders that use this payment method, Poetic sets the status to Invoiced almost immediately. |
| Default payment # | If credit authorization is not required, then in the Default payment # field, type a payment number to use as the default. |
| ERP customer name | In the ERP customer name field, type the customer name to pass as a default to your ERP system.
This is used if the ERP needs a one-time bill-to for the payment method. For example, if the ERP doesn't handle a credit card as a bill-to, it needs a single identifier to use for all credit card customers. |
| Minimum amount for orders | Required. In the Minimum amount allowed for orders field, type the minimum dollar amount required on an order that uses this payment method.
For example, a purchase order may require a minimum purchase of $500. |
| Maximum amount for orders | Required. In the Maximum amount allowed for orders field, type the maximum dollar amount allowed on an order that uses this payment method.
For example, a credit card purchase may be limited to no more than $1000. |
The pre-authorization fields are used for e-credit solutions:
| Pre-authorization is required | If pre-authorization is required for this payment method, check the Pre-authorization is required check box. |
| Pre-authorization URL | In the Pre-authorization URL field, type the URL where pre-authorization can be acquired. |
By default, the Country dropdown is set to allow the payment method to be used in all countries. To select a specific set of countries that can use this payment method:
The Country and Region Selection form displays.
To uncheck all of the countries belonging to a specific region, select the region from the Quick pick dropdown, then click Remove.
The Country dropdown is updated to have User country selection selected, and the number of countries selected is displayed after the dropdown.
To reset the payment method to be usable in all countries, select All countries from the dropdown.