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Navigating to Payment Methods
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.
Validations & Restrictions Table
| Action | Validations | Restrictions | Additional Information |
|---|---|---|---|
| General |
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| Create |
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| Edit |
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| Delete |
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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 |
| Description | The description of the Payment Method |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities |
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