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Siebel Order Management Guide > Setting Up Order Management > Roadmap for Setting Up Order Management > Setting Up Payment Terms and Other Payment FactorsWhen you set up order management, consider the following payment factors:
This task is a step in Roadmap for 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 application. For details about how to set up this feature, 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 application to provide processing of other payment methods, then 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 Business Application comes preconfigured with business services for some third-party services. If you use a different third-party service, then you might create special Business Services for card authorization and verification. You can change the use of the following fields:
Adding New Credit Card TypesSiebel Order Management provides the following credit card types without configuration: 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, then use the following value ranges in the Order field:
Defining New Methods of PaymentSiebel Order Management comes preconfigured with the following 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 Administration - Data screen, List of Values view:
After you have done this configuration, when the user create a new Payments record, the user can:
You can also require that the user complete particular fields for each payment method. You can add required fields to the Payments business component 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 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 must display in this field in Siebel Tools, in the Payments business component, in the user property Check Mailing Address. Creating Payment ProfilesAfter you have selected a payment method, you enter the appropriate details for that method. For example, if you selected Credit Card as the method, then 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, then 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.
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