1. Order Management Guide
  2. Defining New Methods of Payment

Defining New Methods of Payment

Siebel 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:

  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:

      If ([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 Administration - Data screen, List of Values 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 configuration, when the user create a new Payments record, the user can:

  • Select the new payment method.

  • Find the corresponding payment type values in the pick list 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 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.