About Order Payments
Collecting payment for an order depends on the customer role and the document transaction type of the order.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To collect payments for orders: | CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User OR CGCloud Sales User OR CGCloud Retail Sales User AND CGCloud Retail User |
From the Order Header tab, collect payment for an order when you capture an order. You can collect payments only if these conditions are met:
- The customer placing the order has a valid payer role defined in customer extension.
- The document transaction type of the order is either of Cash Order, Credit Order, Cash Invoice, or Credit Invoice.
Payment Method Considerations
If the preferred payment method specified in the customer extension and the payment method defined in the order payment templates assigned to the order template are the same, then payment can be collected using the preferred payment method. If the preferred payment method of the customer isn’t specified in the customer extension, then the system checks the order payment templates assigned to the order template. The payment method is determined based on these conditions:
- If an order payment template is available that has cash as the payment method, then Cash is set as the default payment method for the order.
- If none of the order payment templates have cash as the payment method, then the payment method of the first order payment template is set as the default payment method for the order.
Considerations for collecting payments:
- For payment-relevant orders, paid amount must be greater than 0, and a value must be defined for payment method.
- When you copy an order, payment records aren’t copied.
- You can collect payment only in one currency.
Document Transaction Type
If the value of the document transaction type of the order is empty or incorrectly configured, then the order isn’t payment-relevant, and you can’t collect payment for the order. If the document transaction type of the order is configured, then the order is payment-relevant, and you can collect payment for the order.
If the document transaction type of the order is Cash Order or Cash Invoice, you can collect only full payment for the order, and you can’t change the payment method. If the total value of the order changes after recalculation, then the paid amount is updated as the Gross Total Value of the order.
If the document transaction type of the order is Credit Order or Credit Invoice, you can collect partial payment for the order, and change payment method and paid amount. If payment method for the credit order is changed, then the related order payment record is also updated.
Field to Review When Collecting Payments
When you collect payment for an order, review these fields to get details of the payment collected.
- Payment Method: Specifies the payment mode of an order. You can edit this field only if
the document transaction type of the order is Credit Order or Credit Invoice. The list
displays the values specified in the Payment Method field of the order payment template.
- If the Payment Method is updated and the paid amount is greater than 0, the system deletes the existing order payment record, and creates an order payment record.
- If the Payment Method is updated when saving the order, the system reevaluates the associated order payment templates and other attributes to ensure that the order has a consistent payment method.
- Paid Amount: Indicates the amount paid for an order. The paid amount is updated after calculating the total value of the order. You can edit this field only if the document transaction type of the order is Credit Order or Credit Invoice, and you can enter only positive value. The value of this field is set to 0, if the total order value is negative or the order isn't payment-relevant. When an order is recalculated, your changes are overwritten. You can review paid amounts of an order from the Order Header page.
- Currency: Indicates the currency in which payment is collected for an order. You can’t edit this field.
- Payment Collected: Indicates whether payment is collected for an order. If paid amount is 0, then this option is disabled. If this option is selected and paid amount is greater than 0, then the Release option is enabled for the order. If a payment record isn’t saved, the system resets this option after recalculating or reopening an order. If an order is payment-relevant, the system creates an order payment record when the order is saved, and this option is selected.
