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Release 7.0

AutoPay Rules

scAutoPayRules

Automatic payments or “AutoPay” is a feature that allows authenticated users to have invoices automatically paid. Users can set up an AutoPay rule with a credit card or bank account and can stop the feature at any time. The widget requires the user to be authenticated and must be placed on a page with authentication permissions.

Widget Modes

Management Console Settings

SmarterCommerce Configuation Settings

Web User Permissions

Additional Information

AutoPay Rules

The widget lets the user see and maintain AutoPay rules, but the rules are processed by JDE when the report Apply AutoPay Rules (RQ670315) runs. This report not only processes the payments but also changes the rule's status from 1 (On Hold) to 0 (Active) when the Release Date is equal or less than today.

Sample Views

1- AutoPay Rules List

This view is used to display AutoPay Rules for customers. By default, the rules are displayed sorted by RuleID DESC and Start Date DESC. The web user can search, sort and filter the AutoPay rules. From this view the user can navigate to the AutoPay Rule View to edit rule information or to set up a new rule. Additionally, the web user can delete AutoPay rules.

2- Companies Selection Modal

In this view the company or companies that the Autopay rule will use to select invoices for payment will be defined. To save the AutoPay rule at least one company must be selected. If only one company is allowed, the widget automatically assigns this company to the rule.

3- Setup New AutoPay Rule

Now, the web user will define the specifics of how the AutoPay rule will work.

Field	Description
Name	A friendly name for the rule. Max length is 40.
Start Date	Date the rule will become effective or in use. The date must be greater than or equal to today's date.
Currency	The currency the payments made by the rule will use.
Payment Date	This option determines when invoices will be selected and when the actual payment transaction will occur. There are 4 options available: Invoice Due Date (default) Invoice Date On Fixed Day of Month On Fixed Day of Week
Payment Method	This option determines the payment instrument that will be used to make the payment. Two options available: Credit Card - When selected the user will choose from a listing to determine which credit card will be used to pay invoices using this AutoPay rule. ACH - When selected the user will choose from a listing to determine which bank account will be used to pay invoices using this AutoPay rule.
Payment Amount	This option determines how the payment amount will be calculated. The user will choose from three options: Invoice's Open Amount (default) Fixed Amount Limited AutoPay Amount To Please note invoices are paid in order based on document number (F03B11.DOC). Therefore, if the amount paid is less than the total for all invoices selected by the rule the payment will apply to the invoices in order until the max is reached.
Duration	This option determines how long this AutoPay rule will be effective. Three options available: Until I Stop These Payments (default) Until a Specific Date Until a Specified Number of Payments Are Processed

4- Invoice Type Selection Modal

In this view the web user can view and edit the list of invoice types the AutoPay rule will use to pay invoices. To save the AutoPay rule, the user must select at least one invoice type from list. If only one invoice type is allowed, the widget automatically assigns this invoice type to the rule.

5- Edit AutoPay Rule

In this view, the web user can edit an existing AutoPay rule. Options available for editing may changed based on the designer properties and/or the status of the rule.

Widget Properties

Invoice Date

Allows the user to configure payment on the same invoice date. Displayed on the widget when configured as “Yes”.

On Fixed Day of Week

Allows the user to configure pay due invoices on a specific day of the week. Displayed on the widget when is configured as “Yes”.

On Fixed Day of Month

Allows the user to configure pay due invoices on a specific day of the Month. Displayed on the widget when is configured as “Yes”.

Fixed Amount

Allows the user to configure a fixed amount to pay invoices. Displayed on the widget when is configured as “Yes”.

Limit AutoPay Amount To

Allows the user to configure a limit AutoPay amount to pay invoices. Displayed on the widget when is configured as “Yes”.

Until a Specific Date

Allows the user to select a specific date for the AutoPay rule to expire. Displayed on the widget when is configured as “Yes”.

Until a Specified Number of Payments are Processed

Allows the user to configure a specific number of payments to process before the AutoPay rule expires. Displayed on the widget when is configured as “Yes”.

Link to Customer Service

Defines the URL for Customer Service contact information page.

Credit Card Payment Instrument

Payments

Defines the payment instrument (00/PY) that will be used for credit card transactions.

ACH Payment Instrument

Payments

The pay instrument in JD Edwards that designates an ACH payment. Refer to SmarterCommerce Payment Processing Guide. If left blank ACH payment option will not display.

Auto Pay Doc Restrictions

Profile > Account Receivable

Auto Pay document restrictions

Store Companies

Profile > Account Receivable

Companies for which information on the site will be displayed. Recent orders, Recent invoices, etc will display information from all the store companies defined here. The exception is the Account Balance element that will display information from company 00000.

Auto Pay Branch Plants

Profile > Account Receivable

Auto Pay Branch Plant used to fetch payment gateway account

Paging display mode