Mark Item Paid

Mark Item Paid

Module:  Order Detail Page
Topic: Mark Item Paid
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center

What Is the "Paid" button?

This option allows a user to mark an item as paid so that it can move into shipment processing. 
There are 2 methods of marking an item as paid:
  1. Paid In OLX 
  2. Paid Externally

Making The Connection

Where Will I See This Within OLX?

You will see the Paid button on the order detail screen:


What Reports Can Be Pulled?

  1. Customer Service Activity Report
    1. Activity = sys:Actions Mark as Paid

What Imports/Exports Relate to ?

At this time there are no imports/exports related to marking orders paid.

TroubleShooting

  1. There are no eligible items for this action in this order.

    1. Check the item status of item you are trying to mark as paid
      1. Eligible Item Status for Paid in OLX (and it doesn’t have a payment transaction result of the result is ID=7 (Unknown Result) )
        1. Item Pending
        2. Item Awaiting Auth
      2. Eligible Item Status for Paid Externally (and it doesn’t have a payment transaction result of the result is ID=7 (Unknown Result)
        1. Item Invalid
        2. Item Awaiting Authorization
        3. Item Fatal Auth
        4. Shipped Awaiting Settlement
Item Pay Ready means it's not in a payment batch yet. It has to be in a batch (and by that associated with a payment service like Auth.net, test account, etc) before it can be marked paid


How To

Marking Paid in OLX


  1. Select the items you wish to mark as paid.
  2. If you want to select all the items, click the Check All link.
  3. If you want to deselect all the items, click the Uncheck All link.
  4. Choose an action from the Action drop down list, you can select from Approve, Decline or Fatal Decline.
  5. Choose a reason from the reason drop down list.
  6. Enter any notes about the item in the notes section.
  • Click the   Save button to save your changes and mark the selected items as paid or declined.
  • To cancel any of the current changes you have made, click the   Cancel button. This will close the Mark Item as Paid window without saving any changes. 
The following will happen in the system as a result of the above:

  • Get reason codes for Customer Service mark as paid 


  • Get  item list for mark paid popup at item status: 

    • Item Pending,

    • Item Awaiting Auth,

      • and it doesn’t have a payment transaction result of the result is ID=7 (Unknown Result) 

  • All the items associated with the transaction will be marked the same way 

  • Get the latest payment transaction for the item; 

    • if the transaction has not been reconciled then create a result for it or update the existing one 


  • If the item is an installment and is being marked paid, the next installment (if there is one) should be 

    • Given a release date and 

    • Convert to Reg. Hold status 

  • If the item has installments: 

    • Locate the first installment related to it, 

    • Give it a release date,  

    • Switch from auto hold to reg. hold 

  • Update item status using the following: 

    • if not yet available then move to pending 

    • if pending  then move to item pay ready 

    • if item pay ready already then move to awaiting auth 

    • if item awaiting auth then move to item ship ready

    • If (isChargeOnly) Then finally move to paid 


Marking Paid Externally

  1. Select the items you wish to mark as paid.
  2. If you want to select all the items, click the Check All link.
  3. If you want to deselect all the items, click the Uncheck All link.
  4. Choose an account from the Account drop down list
  5. Set the Reference ID
  6. Choose a reason from the reason drop down list.
  7. Enter any notes about the item in the notes section.
  • Click the   Save button to save your changes and mark the selected items as paid or declined.
  • To cancel any of the current changes you have made, click the   Cancel button. This will close the Mark Item as Paid window without saving any changes. 
 
The following will happen in the system as a result of the above:

  • Get reason codes for Customer Service mark as paid 


  • Get  item list for mark paid popup at item status: 

    • Item Invalid,

    • Item Awaiting Authorization

    • Item Fatal Auth

    • Shipped Awaiting Settlement,

      • and it doesn’t have a payment transaction result of the result is ID=7 (Unknown Result) 

  • All the items associated with the transaction will be marked the same way 

  • Get the latest payment transaction for the item; 

    • if the transaction has not been reconciled then create a result for it or update the existing one 


  • If the item is an installment and is being marked paid, the next installment (if there is one) should be 

    • Given a release date and 

    • Convert to Reg. Hold status 

  • If the item has installments: 

    • Locate the first installment related to it, 

    • Give it a release date,  

    • Switch from auto hold to reg. hold 

  • Update item status using the following: 

    • if item invalid then move to item pending

    • if not yet available then move to pending 

    • if pending already then move to item pay ready 

    • if item pay ready already then move to awaiting auth 

    • if item awaiting auth then move to item ship ready

    • if shipped awaiting settlement then move to 

    • If (isChargeOnly) Then finally move to paid 



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