Configure Pay Over Earnings
Pay over earnings allows for payments to be issued to customers that exceed their available amount or that have no accruals.
The pay over earnings threshold rules are guidelines that decide when this extra payment can be made. You can set a specific amount or percentage above the earned amount to determine how much extra the customer can be paid. Alternatively, you can decide on an unconditional threshold type, which enables you to pay an unlimited amount to the customer.
The following table explains the possible scenarios you can use to configure pay over earnings.
| Pay Over Scenarios | Pay Over Earnings | Threshold Type | Threshold Value | Override Threshold |
|---|---|---|---|---|
| Don’t allow pay over | Disallow or Null | NA | NA | NA |
| Allow pay over up to threshold without approvals | Allow |
|
Percentage or amount value | No |
| Allow pay over up to threshold without approvals and Allow pay over with approvals above threshold | Allow |
|
Percentage or amount value | Yes |
You can set the pay over earnings options in the customer's trade profile, either at the customer or customer account level, or you can set the options in the Channel Settings.
The pay over earnings process is initiated when you associate earnings through the user interface or REST API to a specific program and the intended amount to be associated is higher than the available earnings.
Depending on how pay over earnings are implemented in your organization, the application considers pay over eligibility based on the value configured in the Customer Trade Profile at the Customer Account level. If the value isn't configured at the Customer Account level, then the application considers the value configured in the Customer Trade Profile at the Customer Level. If both the above values aren't configured, then the application considers the value configured in the Channel Settings to determine eligibility and threshold of pay over earnings for the customer . However, if the values are configured at all three levels, Customer Account, Customer Level, and in the Channel Settings, then the application considers the setting in the Customer Trade Profile Customer at the Account Level to determine pay over eligibility.
You can configure pay over earnings from the Manage Customer Trade Profiles page as follows:
- Navigator > Order Management > Customer Channel Management or Deductions and Settlement > Administration tab. On the Administration page, select Configure customer trade profiles.
- Select a value from the list in the Pay over Earnings field. Based on your selection here, you can select the Threshold Type, Threshold Value, and an Override Threshold.
You can also configure pay over earnings from the Manage Settings page.
- In the Setup and Maintenance work area, go to:
- Offering: Order Management/Procurement
- Functional Area: Channel Revenue Management
- Task: Manage Channel Settings
- Enable Pay Over Earnings if payments are allowed to exceed program earnings. Based on your selection here, you can configure the Threshold Type, Threshold Value, and the Override Threshold settings. You can also configure the Automatically Include Programs with Zero Balances setting if required.