Entering Payment Information for Quotes or Orders

End users enter billing and payment information in the Payments view tab of a quote or order.

Siebel Order Management provides these payment methods: credit card, purchase order, check, money wire, cash, and stored value. Your company may add other payment methods through list-of-values administration.

If you entered a payment profile for this customer, then when you make a selection in the Payment Method field, the Payment Detail form is automatically populated with the information that you entered in the profile for that payment method. The end user can edit this default information. For more information, see Creating Payment Profiles.

This task is part of the Common Tasks for Creating Quotes and Sales Orders.

To enter payment information

1. Navigate to the quote or order for which you want to enter payment information.

2. Click the Payments view tab.

3. If payment terms are appropriate for this quote or order, then in the Payment Terms field, select the payment terms.

   Your company’s policies determine when payment terms must be used.

4. In the Payment Lines list, whick appears after the Payment form, add a payment line item.

   For the first payment line, the total amount of the order is copied into the Transaction Amount field.

   Note: If this order was created from a quote that included payment information, then that information appears as a payment line item.

5. If the customer will use more than one payment method, then change the amount in the Transaction Amount field to the amount for this first payment method.

6. In the Payment Method field, select the method for the transaction amount.

   The default payment method is Credit Card.

7. In the Payment Detail form, which appears after the Payment Lines list, complete additional fields for the selected payment method.

8. The form changes depending on the payment method selected. For details about important fields for each payment type, see Payment Fields for Payment Methods.

9. For credit card and purchase order payments, check the customer’s credit.

   • For a purchase order payment, click Credit Check.

   • For a credit card payment, click Authorize.

     Note:

     For sales orders, you will typically use Authorize before placing the order. Then later, after the order has been filled, you may return and click Settle. When creating field service orders or cash and carry orders, you may want to use Authorize and Settle instead of Authorize at the time of order.

10. Review the Payment Status field and select a status, if appropriate.

    You may return to change this field later, for example, after receipt of a check. For details about changing the payment status, see Changing the Status of a Payment.

11. For each additional payment method, repeat Step 4 through Step 10. When you add another payment method, the transaction amount will default to the remaining amount not yet associated with a payment method.