Editing an Upload Reason

Prerequisites

To edit an upload reason, you should have:

  • Automatic payment success algorithm defined using the C1-APAY-SUCC algorithm type

  • Automatic payment cancel algorithm defined using the C1-APAY-CAN algorithm type

  • Void automatic refund algorithm defined using the C1-AREF-VOID algorithm type

Procedure

To edit an upload reason:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select A and then click Automatic Payment and Refund Upload Reason.
    The Automatic Payment and Refund Upload Reason screen appears.
  3. In the Upload Reasons zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the upload reason whose details you want to edit.

    The Automatic Payment and Refund Upload Reason screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Upload Reason Displays the upload reason. Not applicable
    Description Used to specify the description for the upload reason. Yes
    Reason Type Used to indicate the type of upload reason. The valid values are:

    • Cancel - This type of upload reason indicates that you must cancel the automatic payment or refund in the system. In this case, the error code indicates the reason why the automatic payment is cancelled or the refund request is voided.

    • Success - This type of upload reason indicates that you must freeze the automatic payment on the payment freeze date. If the error code is specified, it indicates that you must freeze the automatic payment, and at the same time notify user that the automatic payment is accepted with a Notice to Change (NOC). The NOC reason is stored as payment tender characteristic in the system. You can specify more than one error code (i.e. NOC reasons) with this type of upload reason. On freezing an automatic payment, the user is notified about these NOC reasons through a To Do entry. The system creates one To Do entry using the C1-ACH To Do type for all NOC reasons specified in the automatic payment clearing staging record.

    		 Yes
    Eligible for Processing Used to indicate whether the algorithms attached to the upload reason must be triggered while executing the Freeze or Cancel Automatic Payments (APAYRA) or Cancel Automatic Refunds (AREFRA) batch. No

    In addition, this screen contains a grid where you can attach algorithms to the upload reason. It contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Sequence Used to indicate the order in which the algorithm must be triggered. Yes (Conditional)
    Note: This field is required when you are attaching an algorithm to the upload reason.
    Algorithm Used to attach an algorithm to the upload reason. If the type of the upload reason is set to Success, you must attach the automatic payment success algorithm. However, if the type of the upload reason is set to Cancel, you must attach either automatic payment cancel or void automatic refund algorithm depending on whether the upload reason will be used for automatic payment or automatic refund cancelation.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Code Search window appears.

    On specifying the algorithm code, the description of the algorithm appears corresponding to the Algorithm field.

    		 Yes (Conditional)
    Note: This field is required when you are attaching an algorithm to the upload reason.
  4. Modify the required details in the Automatic Payment and Refund Upload Reason screen.
    Note: If you want to attach more than one algorithm to the upload reason, click the Add (The Add Icon) icon and then specify the details. However, if you want to remove an algorithm from the upload reason, click the Delete (The Delete Icon) icon corresponding to the algorithm.
  5. Click Save.
    The changes made to the upload reason are saved.

Related Topics

For more information on... See...
Automatic Payment and Refund Upload Reason screen Automatic Payment and Refund Upload Reason
Upload Reasons zone Upload Reasons