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Siebel Order Management Guide > Setting Up Order Management > Process of Setting Up Order Management > Setting Up Payment Terms and Other Payment FactorsWhen you set up order management, you should consider the following payment factors:
This task is a step in Process of Setting Up Order Management. Defining Payment TermsPayment 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 change settings for current payment terms
Credit Card ProcessingCredit 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 VerificationsYour 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:
Credit Card TypesSiebel 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:
Defining New Methods of PaymentSiebel 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 PaymentCustomers 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 |