Working with Pay Type Exclusions
Purpose: You assign pay type exclusions on a customer-by-customer basis to restrict a customer from using a specific payment method, such as a credit card or check.
In this chapter:
• Exclude Pay Types By Customer Screen
• Create Pay Type Exclusion/Customer Screen
Exclude Pay Types By Customer Screen
How to display this screen: At any Work with Customers screen, select Pay type excl. for a customer. See Selecting Customers. You can also display this screen by selecting Pay Type Excl. at a Create/Change/Display Customer screen; see Creating and Updating Sold-to Customers (WCST).
Field |
Description |
Pay type |
A user-defined code that represents the method of payment on an order. Pay type must conform to one of the following categories: • Cash/Check • Credit card The pay type description appears on the right, and is display-only. See Working with Pay Types (WPAY). Numeric, 2 positions; optional. |
Screen Option |
Procedure |
Create a pay type exclusion |
Select Create to advance to the Create Pay Type Exclusion/Customer Screen. |
Delete a pay type exclusion |
Select Delete for a pay type exclusion to delete it. When you delete a pay type listed on this screen, the customer may immediately use the payment method that was previously excluded. |
Create Pay Type Exclusion/Customer Screen
Create a pay type exclusion: At the Exclude Pay Types By Customer Screen, select Create to advance to this screen.
Field |
Description |
Customer (Sold-to customer number) |
A unique number the system assigns to each customer who places an order. You cannot change this number. Numeric, 9 positions; display-only, assigned by the system. |
Customer name (Unlabeled field to the right of the customer number) |
The last and first names, and middle initial of the sold-to customer. Last name The customer's last name. Alphanumeric, 25 positions; display-only. First name The customer's first name. Alphanumeric, 15 positions; display-only. Initial The initial of the customer's middle name. Alphanumeric, 1 position; display-only. |
Pay type |
A user-defined code that represents the method of payment on an order. Pay type must conform to one of the following categories: • Cash/Check • Credit card See Working with Pay Types (WPAY). Numeric, 2 positions; required. |
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CS03_08 OROMS 17.0 2018 OTN