Versions Compared

Old Version 5

changes.mady.by.user a_macris (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to Financial Transactions Main Page

Excerpt
hiddentrue

Learn to configure Payment Methods

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Payment Methods

Info

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

What are Payment Methods?

Payment Methods 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 METHODS

Anchor
validations
validations
Validations & Restrictions Table

ActionValidationsRestrictionsAdditional Information
General
  • 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.

Anchor
attributes
attributes
Attributes Table

An * indicates a field is mandatory

Name

Description

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.
Panel
namegrey

Related Areas

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsfinancial-transactions-basics-r7,financial-transactions-advanced-r7,financial-transactions-admin-r7

Panel
namegrey

Helpful Links

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsglobal