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Siebel Order Management Guide > Setting Up Order Management > The Process of Setting Up Order Management >
Setting Up Payment Terms and Other Payment Factors
When you set up order management, you should consider the following payment factors:
Defining Payment Terms
Payment terms are used to specify when payment is due, in relation to the order date or ship date. For example, payment terms might include terms such as Net 10, Net 20, Net 30, Net 60. Users select them on the Payments view tab of a quote or order.
To define a new payment term
- From the application-level menu, choose View > Site Map > Application Administration > Payment Terms.
- In the Payment Terms list, add a new record.
- Enter a name for this payment term and complete appropriate fields to define the payment terms.
To change settings for current payment terms
- From the application-level menu, choose View > Site Map > Application Administration > Payment Terms.
- In the Payment Terms list, select the appropriate record and make the necessary changes.
Credit Card Processing
Credit card processing is done through integration with a third-party processing system. For details about how to set this up, see Siebel eSales Administration Guide.
NOTE: Integration for credit card processing is provided with Siebel Order Management. If you want to integrate with a back-office system to provide processing of other payment methods, you can set up new business services to provide this functionality. For more information, see Siebel Tools Reference and Siebel Tools Online Help
Credit Card Authorization and Verifications
Your Siebel application comes preconfigured with business services for some third-party services. If you use a different third-party service, you may want to create special Business Services for card authorization and verification.
You can change the use of the following fields:
- Authorization Code. The Authorization Code field is not preconfigured to populate automatically. If your back-office system sends an authorization code, you may want to create a business service to interface with Siebel Order Management.
- Card Verification #: The credit card verification number is a four-digit unique identifier that is often printed on the back of a credit card. It is used to reduce fraud because only the person holding the card should know it.
NOTE: To avoid exposing sensitive data, when implementing credit card verification, consider how to clear the Card Verification # from your database.
Credit Card Types
Siebel Order Management provides these credit card types out-of-the-box: Visa, Mastercard, Discover, and American Express.
You can add more credit card types by entering them as values in the List of Values list. Add a record with the Type PAYMENT_TYPE CODE, and add a value in the Order field to associate it with a payment method.
In the Order field, the number range for credit cards is 10 to 20. Values 11 through 14 are preconfigured for Visa, Mastercard, Discover, and American Express. You can use a value between 15 and 19 to enter in the Order field for the new credit card, so all the credit cards appear together.
NOTE: If you need to add a payment type for a payment method other than credit card, use these value ranges in the Order field:
Check method: 20-29
Stored value method: 40-59
If you create another payment method which requires payment types, use the range 60-80 for the new method.To add new credit card types
- Navigate to Applications Administration > List of Values.
- Create a new record in the List of Values form.
- In the Type field, enter is PAYMENT_TYPE_CODE.
- In the Order field, enter a value between 15 and 19 to associate this record with a payment method.
Defining New Methods of Payment
Siebel Order Management comes with these payment methods: cash, credit card, purchase order, stored value, wire transfer, and check. Each method has a predefined set of fields to support the information needed for this method of payment.
NOTE: The Orders screen allows more payment method information to be captured and displayed than the Quotes screen. For example, the stored value payment method is not available in a quote, and the fields available for the other methods are limited.
You can add more payment methods. To do so, you need to create an additional entry for the PAYMENT_METHOD Type in list of values administration, a new table, and an additional applet to support the method. You may also want to require that the user complete particular fields for each payment method. Required fields can be set in Siebel Tools.
Define a Mailing Address for Check Payment
Customers paying by check often need to know where to send the payment. A field in the Payment Detail form for check payments provides a convenient place to display this type of information, so the sales representative can communicate it to the customer. This field is labeled Check Mailing Address in the Payment Detail - Check form in the Order Entry - Payment view.
You can enter the information that should display in this field in Siebel Tools, in the Payments business component, in the user property Check Mailing Address.
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Siebel Order Management Guide Published: 18 April 2003 |