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Release 7.0

Invoice Payment

scInvoicePayment

Invoice Payment allows your authenticated web users to search for invoices (in one or more companies based on configuration) and credit memos (if configured) they would like to pay and then submit payment against them. Please note that when invoice(s) and credit memo(s) are selected the net amount due must be greater than zero. Further, credit memo(s) amount to apply cannot be edited.

Customers will have the ability to search for open invoices, by specific invoice number, by specific order number or by specific statement number. They can also choose to search over all dates, a specific date range, or by open amount. This option is not available for consumers.

Widget Modes

Management Console Settings

SmarterCommerce Configuation Settings

Web User Permissions

Additional Information

Invoice Payment

Allows authenticated web users the ability search and pay invoices. All transaction amounts will be displayed in domestic or foreign based on Transaction Mode (ignoring Allow Foreign Transactions setting). All invoice payment amounts recorded in F03B13Z1 are expressed with the related invoice currency code (foreign or domestic) depending on transaction status. This option will not be available for consumers.

Sample Views

1- Invoice Payment - Invoice Selection

Here the user can view and/or select invoices available for payment. One or more invoice(s) may be selected at a time. The user may sort by any available column or search for a specific invoice number.

2- Invoice Payment Advanced Filter

Once the Filters button is pressed the user will be presented with additional fields that may be used in their search. Once the additional criteria is entered the user will press Filter.

3- Invoice Review

The second step in the invoice payment process is Invoice Review. Here the user may change the amount to apply before submitting the payment.

4- Invoice Payment

This is the final step in the invoice payment process. Here the user will select the payment method to be used to pay for the selected invoices/amounts. If configured, a future payment date may be entered as well. Once the pay instrument and future payment date are selected the user will press Pay Invoices to complete the payment.

5- Echeck Payment Form

When Echeck (ACH) payment is selected during the invoice payment process the user will be presented this form. Once all information has been entered the user will press Verify. Once the information has been successfully verified the user will press Pay Invoices to complete the payment process.

6- Check Help Information Modal

If during the ECheck (ACH) payment process the user needs assistance with the fields they may press the help icon. Once pressed the user will be presented with descriptions of each ACH field.

7- Echeck Veriﬁed

Displayed when the ECheck (ACH) information provided has been verified.

8- Invoice Payment Confirmation

When the invoice payment process is successful the Invoice Payment Confirmation will be displayed. For each invoice the amount applied will be shown.

9- Pay Invoices Error

In the event the payment cannot be completed the user will receive an error.

Widget Properties

Print Friendly Image

Selector of the Company image to be displayed in Print friendly.

Display the Hosted Payment Confirmation modal

Defines if the Hosted Confirmation modal is displayed. The modal is displayed once the credit card is verified and the user can continue the payment from here.

Allow partial payments

Defines if the user is allowed to enter the amount to apply.

ACH Terms and Conditions Page

Defines the URL for ACH Terms and Conditions page.

Schedule Payments

This view has the same functionality as the regular Invoice Payment, but allows the user to schedule a date for the payment.

Sample Views

1- Schedule Invoice Selection

If scheduled payments is active the user will select the invoices they wish to pay from this screen.

2- Schedule Review

Once the invoices are selected the user will be directed to this screen. Based on configuration the user may be able to short pay (enter a specific amount to pay per invoice) or they must pay in full.

3- Schedule Payment

Now, the user will specify the date they would like the payment to take place. Based on configuration the user will have to select a reason for not paying the invoice(s) in full. Then, the user will choose a payment method. Lastly, the user will press the Schedule button to execute the request.

4- Scheduled Payments Modal

If the invoice has a scheduled payment associated this view will be displayed when the Scheduled Payments icon is pressed.

Widget Properties

Allow partial payments

Defines if the user is allowed to enter the amount to apply.

Display the Hosted Payment Confirmation modal

Defines if the Hosted Confirmation modal is displayed. The modal is displayed once the credit card is verified and the user can continue the payment from here.

ACH Terms and Conditions Page

Defines the URL for ACH Terms and Conditions page.

Print Friendly Image

Selector of the Company image to be displayed in Print friendly.

Invoice Payment Default Branch Plant

Profile > Account Receivable

If web users are provided the capability of paying open accounts receivable invoices via the web utilizing a credit card, the value entered here will represent the associated payment branch plant configured within the credit card payments configuration tables (refer to Credit Card Payment Processing manual).

Decimal Places to Display Totals

Sales > Settings

Determines how many decimal places are displayed for totals.

Credit Card Payment Instrument

Payments

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

Credit Card Payment requires CSC validation

Payments

Determines whether or not Card Security Code (CSC) validation will be performed within the store.

Credit Card Payment requires billing address zip code validation

Payments

Determines whether or not Zip Code validation will be performed within the store.

ACH Check Type Restriction

Payments

Indicates which types of checks will be accepted for ACH payments. Valid options are:

Personal and Company
Personal only
Company only

Invoice Payment Default Bank Account

Profile > Account Receivable

If web users are provided the capability of paying open accounts receivable invoices via the web utilizing a credit card, the value entered here will represent the associated payment general ledger bank account to be used when recording credit card payments to Oracle-JD Edwards (refer to Credit Card Payment Processing manual). If a bank account is not defined here the system will use the AAI's to determine which account to use.

Invoice Document Restrictions

Profile > Account Receivable

Limits the invoice types to display in Invoice History and Invoice Payments.

Sales Order Document Restrictions

Sales > Settings

Sales order types to display in Order Status / Shopping History. Also defines which document types can be modified.

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.

ACH GL Bank Account

Payments

ACH Connection name is resolved using GL Account (GL account maybe left blank) and Company depending on ACH connection settings. When configured this is the GL Bank Account number utilized to resolve connection name for ACH processing.

PayPal Payment Instrument

Payments

Defines the user defined code (00/PY) assigned to PayPal. This payment instrument is used when PayPal is selected as the payment method except from the Shopping Cart.

Credit Card Address Validation Required

Payments

Determines whether or not address (AVS) validation services will be performed within the store.

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.

ACH Company

Payments

ACH Connection name is resolved using GL Account and Company (company maybe left blank) depending on ACH connection settings. When configured this is the Company utilized to resolve connection name for ACH processing.

Allow Early Payments

Profile > Account Receivable

When allow early payments is on the CMS will calculate the Invoice Open Amount taking into account the Discount Available minus the Discount Taken (RPADSC - RPADSA) only if the discount date has not passed (RPDDNJ).

Schedule Partial Payments Reason Code

Profile > Account Receivable

When a partial payment is scheduled a reason code must be selected.

Personal Check Type Standard Entry Class Code

Payments

An SEC code is a three letter code that describes how a payment was authorized by the consumer or business receiving an ACH transaction. Before making a selection please verify you are authorized to use that SEC code for transactions within this store. This information is available in Dex for your location. ACH Processing Standard Entry Class Code used for Personal Checks.

Company Check Type Standard Entry Class Code

Payments

Allow Selection of Credit Memo to Net Against

Profile > Account Receivable

Allow the selection of credit memos during Invoice and Schedule Payments. When credit memos are selected the amount to pay cannot be edited. Also, when invoices and credit memos are selected the net amount due must be greater than zero.

Test Email

Email > Settings

When test mode is selected you can dictate the email address to which all system emails will be sent. However, once the system is set to live mode the email will be selected based on the program.

Mode

Email > Settings

The Email Component engine can deliver emails in two basic modes:

Test Overrides email associated to user and sends all emails to one specific email address noted in Test mail field. Test mode should be in use while in a non-production environment

Live Sends emails to user associated with transaction. Live mode should be in use for production environment

Maximum Days Email Headers Are Stored

Email > Settings

Email headers older than this number of days will be removed by the scheduler job. Header information includes:

Document ID

Email Type

Sent Date

Resent Date

Recipient

Maximum Days Email Details Are Stored

Email > Settings

Email details older than this number of days will be removed by the scheduler job.

Save Email Log

Email > Settings

When enabled all emails for the templates selected will be logged. When enabled you can decide how long the emails should be kept. A scheduler job will run to clean up the email log. By default the logging level is set to Debug and captures minimal data about the email sent. However, in Trace mode the log will contain a full XML document. When set to no, the Email Log menu option will not be displayed in the menu.displayed in the menu.

Calculate Tax in History Search

Sales > Settings

Determines if tax is calculated in historical searches. For Customers working with Tax included it is recommended to configure the setting On. Please note performance may be impacted when this setting is on to allow for calculations (for example during the export to Excel from Shopping History).

This setting applies for the Search and the Detail views as follows:

Shopping History
Search by Items
Order Detail
Invoice Detail
Return Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
Quote Detail (not available for Electronic Invoice Presentment and Payment (EIPP))

For Customers working with Tax included it is recommended to configure the setting On.

PayPal Payment Terms

Payments

Payment terms may be associated to each payment instrument except On Account. If you do not want payment terms associated to this payment instrument then select NA.

Credit Card Payment Terms

Payments

Payment terms may be associated to each payment instrument except On Account. If you do not want payment terms associated to this payment instrument then select NA.

Bank Account on File Type

Payments

When bank account information on file is added it will be recorded as this account type.

Cost Center

Profile > Account Receivable

Surcharge Cost Center to be used during creation of the offsetting AR invoice.

Surcharge Line Type

Payments

Surcharge Line Type used when the offsetting AR invoice is created.

AR_Address Book Category Code

Profile > Account Receivable

Waive Credit Card Surcharge Fee for Sold To Address Book Category Code. To bypass surcharges the specified category code must be set to 1.

Active Credit Card Surcharge for AR

Payments

Active Credit Card Surcharge Invoice. Applies to Invoice Payment, Schedule Payment, Auto-Pay and Invoice History. When activated the surcharge will be calculated based on the Bill To address and the configuration in the Credit Card Surcharge Setup (FQ67CCSU) table. During AR Invoice payment (via website) when the surcharge is active the web user will see a modal indicating a surcharge will apply. Once the payment is saved the Batch Invoice Processing (R03B11Z1A) UBE and the JDE Auto-Receipts UBE(S) must must run.

Document Type

Profile > Account Receivable

Surcharge Invoice Document Type to be used for the offsetting AR invoice.

Next Number 03B

Profile > Account Receivable

Surcharge A/R Next Number 03B to be utilized for creation of the offsetting AR invoice.

Other Payment 1 Payment Instrument

Payments

Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Gift Certificate" no matter which payment instrument is selected here. Also, when configured for POS the payment instrument selected must also be configured with 1SC01 in 00/PY or unexpected results may occur.

Other Payment 2 Payment Instrument

Payments

Defines the user defined code (00/PY) assigned to each payment method specifically allowed within the system. Please note POS is hard coded to display "Coupon" no matter which payment instrument is selected here. Also, when configured for POS the payment instrument selected must also be configured with 1SC02 in 00/PY or unexpected results may occur.

Other Payment 1 Payment Terms

Payments

The payment terms associated to the Other 1 payment instrument.

G/L Account

Profile > Account Receivable

G/L Account

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