53 Edit Payment

Overview: Use the Edit Payment window to update an existing cash or check payment method on an order.

Note:

You cannot use this window to update a credit card, gift/stored value card, PayPal, Bill Me Later, or Direct Bank Disbursement payment.

How to display: Select the Edit option for a payment method in the Payment Information Panel of the Order Summary page.

The Edit option is not available if:

• The order is already locked by another user, the system, or another session.
• You do not have authority to the Enter/Maintain Orders (OEOM) menu option in the Classic View of Order Administration. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option; you can define menu option authority for a user class in the Work with User Classes (WUCL) menu option.

• The payment method is a credit card, debit card, or a stored value (gift) card.

• The payment method is PayPal.
• The payment method is deactivated.
• The order is a store pickup order or is from Order Orchestration (delivery or pickup), based on the Broker Delivery Type.

For more information:

• Edit Payment Options for step-by-step instructions on the actions you can perform on the Edit Payment window.
• Fields on Edit Payment for a description of the fields on the Edit Payment window.

Edit Payment Options

Purpose: You can update a cash or check payment method at the Edit Payment window.

Note:

 You cannot use this window to update a credit card, gift/stored value card, PayPal, Bill Me Later, or Direct Bank Disbursement payment.

1. Optionally, update the Routing Number, Account Number, and Check Number.
2. Optionally, update the Amount to Charge. The Amount to Charge field is display-only if the payment has been billed.

3. Select the Update Payment option. The system validates your entries.

4. If the payment passes validation, the system:

   • Displays a message indicating the payment was updated.

   • Displays the updated payment information in the Payment Information Panel on the Order Summary page.

For more information:

• Edit Payment for an overview of the Edit Payment window.
• Fields on Edit Payment for a description of the fields on the Edit Payment window.

Fields on Edit Payment

Purpose: The following information displays on the Edit Payment window.

• Amount to Charge
• Routing Number
• Account Number
• Check Number

For more information:

• Edit Payment for an overview of the Edit Payment window.
• Edit Payment Options for step-by-step instructions on the actions you can perform on the Edit Payment window.