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Setting Up Payment Terms and Other Payment Factors

When you set up order management, consider the following payment factors:

• Defining Payment Terms
• Credit Card Processing
• Credit Card Authorization and Verifications
• Credit Card Types
• Defining New Methods of Payment
• Define a Mailing Address for Check Payment
• Creating Payment Profiles

This task is a step in Roadmap for Setting Up Order Management.

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

1. Navigate to the Administration - Data screen, Orders, and then the Payment Terms view.
2. In the Payment Terms list, add a new record.
3. Enter a name for this payment term and complete appropriate fields to define the payment terms.

Use the following procedure to change the settings for current payment terms.

To change settings for current payment terms

1. Navigate to the Administration - Data screen, Orders, and then the Payment Terms view.
2. 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 use Siebel Tools to set up new business services to provide this functionality. For more information, see Using Siebel Tools.

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 might 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 knows 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 preconfigured: 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

1. Navigate to the Administration - Data screen, then the List of Values view.
2. In the List of Values list, add a new record, and complete the necessary fields, described in the following table.

   Field	Comments
   Type	Enter PAYMENT_TYPE_CODE.
   Display Value	Enter the name of the credit card that will be displayed to the user.
   Order	Enter a value between 15 and 19 to associate this record with a credit card payment method.

3. Navigate to the Administration - Data screen, then the List of Values Explorer view.
4. In the List Of Values - Type list, search for the type, PAYMENT_METHOD_CODE.
5. In the Explorer pane, expand the Values folder under PAYMENT_METHOD_CODE.
6. In the Explorer pane, expand the Credit Card folder, and expand the Child List of Values folder under the Credit Card folder.
7. In the Child List of Values list, add a new record, and complete the necessary fields, described in the following table.

   Field	Comments
   Type	Enter PAYMENT_TYPE_CODE.
   Name	Enter the same name that you entered in the Display Value field in Step 2.

Defining New Methods of Payment

Siebel Order Management comes preconfigured 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 perform the following steps using Siebel Tools and the List of Values Administration view:

1. In the Business Component Payments:
   1. Add a Business Component User Property, such as

      Name: Payment Method Type 4

      Value: MY Method

   2. Change the Calculated Value of the Field Payment Type Read Only Flag. For example, change the value to:

      IIf ([Payment Method LIC] = "Credit Card" OR [Payment Method LIC] = "Check" OR [Payment Method LIC] = "Stored Value" OR [Payment Method LIC] = "Purchase Order" OR [Payment Method LIC] = "MY Method", "N", "Y")

2. In the List Of Values Administration view:
   1. Add the new payment method value to LOV Type PAYMENT_METHOD_CODE. For example, add:

      Display Value = LIC: MY Method

      Order: 17

   2. Add the corresponding payment type values to LOV Type. For example:

      Display Value = LIC: MY Method Type 1

      Order: 81 (= number of the Business Component User Property * 20 + 1)

      Display Value = LIC: MY Method Type 2

      Order: 82 (= number of the Business Component User Property * 20 + 2)

After you have done this, when the user when the user create a new Payments record, the user can:

• Select the new payment method.
• Find the corresponding payment type values in the drop-down on field Payment Type.

You can also require that the user complete particular fields for each payment method. You can add required fields to the business component Payments in Siebel Tools. You must also add an additional toggle applet to Applet: Payment Detail - Credit Card, to allow the user to enter these values.

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 to display in this field in Siebel Tools, in the Payments business component, in the user property Check Mailing Address.

Creating Payment Profiles

• Credit Card
• Purchase Order
• Check
• Wire Transfer

After you have selected a payment method, you enter the appropriate details for that method. For example, if you selected Credit Card as the method, you enter details such as the name of the card holder, the credit card number, and the expiration date.

When salespeople create quotes or orders, they can use the Payment Details view of the Quote or Order screen to select the payment method for the customer. For example, if they select a credit card, all the information for that credit card is automatically entered in the quote or order, so the salesperson does not have to enter it manually.

NOTE:  You may have to use the site map to navigate to the Payment Profile views.

To enter payment profiles

1. Navigate to the Account screen, Accounts List, and then the Payment Profiles view, or the Contact screen, Contacts List, and then the Payment Profiles view.
2. In the Account or Contact list, select the desired account or contact.
3. Add records to the Payment Profiles list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Primary	Select this check box if this is the customer's primary method of payment.
   Profile Name	Enter a name for the payment profile.
   Payment Method	Select the payment method. Options are Credit Card, Purchase Order, Check, Wire Transfer.
   Expiration Date	Enter the date when this payment method expires. Salespeople cannot use it after this date.
   Status	Select a status for this payment method. Options are: Inactive. The payment method has not yet been activated. Active. The payment method is active. This must be selected to make the payment method available to salespeople. Suspended. The payment method is no longer active.

4. In the details form under the list, enter the appropriate details for this payment method.

   The details form changes depending on the value you selected in the Payment Method field. For information about the fields in each detail form, see Payment Fields for Payment Methods.