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Back to Financial Transactions Main Page

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Learn how you can to configure Payment Methods

What does this section cover?

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Table of Contents

Table of Contents
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Navigating to Payment Methods

Info

CONFIGURATION > FINANCE APPLICATION > FINANCIAL TRANSACTIONS > SET UP PAYMENT METHODS

What are Payment Methods?

Payment Methods  is a set ......

Creating, Editing & Deleting Validations & Restrictions

are the options available to customers for paying for Products. The Payment Method is defined during the creation of Payments.

  • Navigate to Payment Methods and explore existing records via the Summary page.  
  • Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail.
  • Use the Actions Menu to create a NEW Payment Method, modify (EDIT) or DELETE an existing one.  
  • Use BACK to return to the Summary page and CANCEL  to revert any unwanted changes made to Payment Methods.   

Check the Validations & Restrictions Table below for a list of available Actions when working with Payment Methods including each Action's related validation, restrictions and additional information. View the Attributes Table for a comprehensive description of the Payment Methods fields.

PAYMENT METHODSImage Added

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Validations & Restrictions Table

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   
Payment Methods attributes 
  • Not Applicable
  • Multiple payment methods can exist in the system but each one should have a unique Name and Alternative Code.
  • Not Applicable
Create
  • Mandatory fields must be defined
  • NotApplicable
  • Not Applicable
Edit
  • Mandatory fields must be defined
  • NotApplicable
  • Not Applicable
Delete
  • Not Applicable
  • Payment Methods cannot be deleted if they are already used by Payments in a 'Draft' Life Cycle State or are classified as an Allowed Payment Method of a Financial Transaction Type.
  • Deleted Payment Methods are still visible on Payments created using those methods.

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Attributes Table

An * indicates a field is mandatory

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
  

Defining your own Payment Methods tailored to your company's needs

  • Navigate to PATH
     
    • Either search for an existing one or from the Top Menu click on NEW
     

  • MAIN INFORMATION

    1.  

  • LOG INFORMATION

    • Include PageWIP:Log Information - GlobalWIP:Log Information - Global
  • From the Top Menu click on Save

    • Deleting Payment Methods

    Include PageDeleting a record - GlobalDeleting a record - Global

     

    NoteVisit /wiki/spaces/WIP/pages/10010220 Payment Methods for business examples related to
    Main Information
    Name*The name of the Payment Method.
    Alternative Code*

    An alternative unique code for the Payment Method. Unless otherwise specified, the codes for new Payment Methods default to the Name's initials in capital letters.

    DescriptionThe description of the Payment Method.
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities.
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