Default Previous Pay Type in Order Entry (D64)
Purpose: Use this screen to define whether to use the customer's previous payment method as the default in Order Entry.
Code field: Valid values are:
ALL |
Enter ALL if you always want the pay type used on the customer's previous order to default when you enter a new order. |
A valid pay type code |
Enter a specific pay type code if you want only this pay type to default in Order Entry. The system validates the pay type code against the Pay Type table. See Working with Pay Types (WPAY). The pay type code is a 2-position, numeric field, so you should enter a leading zero if the pay type takes only one position; i.e., enter 01 for pay type 1. |
How is the customer’s last pay type determined? The system uses the Last pay type field in the Customer Sold To Order History table to determine the last pay type used by the customer on the most recent order. If there was more than one pay type on the order, the system uses the last pay type entered on the order. You can review the last pay type used by the customer on the most recent order on the Display Customer Order History Screen.
Default previous pay type summary:
If you enter: |
The system: |
ALL |
The system always defaults the last pay type used by the customer on the most recent order to the customer’s new order. |
a valid pay type |
The system determines if the last pay type used by the customer on the most recent order matches the pay type defined in the Default Previous Pay Type in Order Entry (D64) system control value. • If the pay types match, the system defaults the pay type to the customer’s new order. • If the pay types do not match, the system does not default the pay type to the customer’s new order. |
blank |
The system does not default the last pay type used by the customer on the most recent order to the customer’s new order. |
Default pay type window: When the previous pay type defaults in Order Entry, a pop-up window opens when you select Accept or Accept/Add Rcp. after entering order detail.
Last pay type used: |
Window that displays: |
Cash/Check |
The system displays the Enter Cash Control For Window (Cash/Check Payment Type) so that the user can apply a new cash/check pay type to the order. |
Credit Card |
The system displays the Enter Credit Card For Window (Credit Card Payment Type) so that the user can apply a new credit card pay type to the order. • If the Prevent Storing the Customer’s Last CC# and Exp Date (J86) system control value is unselected, the system defaults the last credit card number and expiration date defined for the customer in the Customer Sold To Order History table to the order. • If the Prevent Storing the Customer’s Last CC# and Exp Date (J86) system control value is selected, the customer needs to provide a credit card number and expiration date. The system does not automatically display this window for a credit card pay type if it is associated with an authorization service whose Request token field is selected. |
Default Values for Orders screen pay type default: If you enter a pay type to default at the Default Values for Orders screen in Order Entry, it will override any value defined here. However, if you enter a credit card payment method at the Default Values for Orders screen, the system does not default the customer's credit card number and expiration date.
For more information: See Entering Orders for more information on completing payment information on an order.
Leave this field unselected if you do not want the customer's previous pay type to default in Order Entry.
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IN03_02 OROMS 17.0 2018 OTN