Payment methods
Payment methods are named, coded entries that you maintain in the Payment Methods reference list. Use this page when you need to add, change, or remove an entry.
| If you need to… | Go to… |
|---|---|
| Check the list and its fields | Find the Payment Methods list |
| Read the fields and dialog controls | Understand the list and form |
| Add or edit an entry | Add or edit a payment method |
| Delete, filter, import, or export | Handle delete, filter, import, and export branches |
| Resolve a save, delete, or refresh message | When maintenance goes wrong |
| Continue to a sibling reference list | After maintaining payment methods |
| Maintain delivery terms | Delivery Terms |
| Maintain units | Units |
| Maintain guarantee types | Guarantee Types |
| Maintain lost reasons | Lost Reasons |
| Maintain regret reasons | Regret Reasons |
| Maintain cancellation reasons | Cancellation Reasons |
| Maintain order cancellation reasons | Order Cancellation Reasons |
Before you start
The Payment Methods list is a permission-controlled reference list: the actions available to you depend on the permissions returned for your account.
Prerequisites
| Before you begin | What to have ready |
|---|---|
| Add an entry | The Name and Code you want to enter. |
| Edit an entry | The payment-method row you want to change. |
| Delete an entry | The row you want to remove and permission to delete it. |
| Export the list | Permission to export it. |
| Import entries | Permission to import them. |
| Show the filter row | Access to the Settings menu. |
The entry form is where you enter Name and Code. An action column is the action area at the end of a row. The New action depends on add permission; the edit action in an existing row’s action column depends on edit permission; the delete action in a row’s action column depends on delete permission; and the Export and Import items depend on their respective permissions.
Find the Payment Methods list
The Payment Methods list is the screen where you locate an existing row or start a new entry. The list contains three rows under the Name and Code columns.
Prerequisites
- You know the Name or Code you want to find.
Steps
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Open Payment Methods in the configuration navigation.
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Confirm that the page heading reads Payment Methods.
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Identify rows under the Name and Code columns.
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Choose how to continue.
If you want to… Do this Add an entry Select New. Edit an entry Select an existing row. -
Select the icon whose title is Refresh to refresh the list.
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Select the icon whose title is Settings to open list options.
Result: You are on the Payment Methods list and can choose a row or New.
Understand the list and form
The list presents the payment-method values as Name and Code columns; the entry dialog presents those same two values as required text fields.
The list also contains a hidden payment-method identifier and an action column. The identifier is used by the system but is not an entry value for you to edit. The filter row is controlled by Filter Row in the Settings menu. The form appears when a payment method is selected.
| What you see | What it is for |
|---|---|
| Name | The payment method's name. |
| Code | The payment method's code. |
| Filter Row | Shows or hides the grid filter row. |
| OK | Confirms the open entry dialog. |
| Table Layout | Header control beside Settings. |
PaymentMethodID | A hidden identifier, not an editable value. |
| Sibling reference-list labels | Destinations for other configuration lists, including Units, Delivery Terms, Lost Reasons, Regret Reasons, Cancellation Reasons, and Order Cancellation Reasons. |
When the import branch is opened, the shared popup contains a file control. The Import menu item is permission-controlled.
To edit an existing row, use the action control at the end of that row. The visible columns are Name and Code. No additional column chooser is available.
Add or edit a payment method
Use the form to maintain the Name and Code values for an entry.
Prerequisites
- You have permission to add or edit payment methods.
- For an edit, you have an existing row selected.
Steps
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Choose the action that matches your task.
Task Action Add an entry Select New. Edit an entry In an existing row, select the edit control in the action column. -
Confirm that the Name and Code fields are present in the New Payment Method dialog.
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Enter the payment method name in Name.
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Enter the payment method code in Code.
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Confirm the dialog, then choose the outcome you want.
If you want to… Select… Submit the entry OK, then Save. Close without saving OK, then Cancel.
Result: The entry form closes after the save action, and a successful save produces the message
Data saved Successfully.
Handle delete, filter, import, and export branches
These branches change what you can do from the list: deletion acts on a selected row, filtering changes the list view, and export opens a separate list-format dialog.
Delete an entry
Prerequisites
- You have permission to delete payment methods.
- You have identified the row to remove.
Steps
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Open the row's delete menu.
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Read the confirmation message
Are you sure you want to delete this item?. -
Choose the result you want.
If you want to… Select… Keep the row Cancel Remove the row Delete
Result: The row remains when you select Cancel; a successful deletion produces
Data Deleted Successfully.
Filter or export the list
Prerequisites
- You are on the Payment Methods list.
- You have permission for the action you choose.
Steps
- Select Settings.
- Choose one option from this table.
| If you want to… | Select… | What appears |
|---|---|---|
| Show or hide the grid filter row | Filter Row | The filter row changes visibility. |
| Open the export choices | Export | The Exporting List: dialog opens. |
| Leave the export dialog | Cancel | The dialog closes. |
| Run the displayed export choice | Export | The export action runs. |
- In the Exporting List: dialog, select Export to Excel when that option is displayed.
- Select Cancel to leave the dialog without running the displayed export choice.
Result: The filter row is shown or hidden, or the export dialog closes after you leave it.
The Import item is available only when import permission allows it.
When maintenance goes wrong
Use the message text to identify what happened after a list action.
| What you see | When it appears | What to do |
|---|---|---|
Data saved Successfully | After a successful save. | Check the list for the maintained entry. |
Data Deleted Successfully | After a successful deletion. | Check that the row is no longer in the list. |
Updated around a minute ago | When the refresh tooltip calculates about one minute since the last refresh. | Select Refresh when you need the list refreshed. |
Updated <minutes> minutes ago | When the refresh tooltip calculates more than one minute since the last refresh. | Select Refresh when you need the list refreshed. |
The availability of New, edit, delete, Export, and Import depends on the corresponding permission. The entry form is available when a payment method is selected. Required markers on Name and Code appear in the opened form.
After maintaining payment methods
The Payment Methods page remains the place to check the list after a maintenance action.
Prerequisites
- You have completed or stopped the action you started.
Steps
- Select Refresh to reload the list.
- Check the Name and Code columns for the entry you maintained.
- Choose the sibling list that matches your next task:
| If you need to maintain… | Continue to… |
|---|---|
| Units | Units |
| Delivery terms | Delivery Terms |
| Guarantee types | Guarantee Types |
| Lost reasons | Lost Reasons |
| Regret reasons | Regret Reasons |
| Cancellation reasons | Cancellation Reasons |
| Order cancellation reasons | Order Cancellation Reasons |
Result: The list is refreshed, and you can continue with the next reference-list task.
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