Override Constraints

Override Constraints

Info
Module: Payment Processing
Topic: Override Constraints
Version(s):  5.1 & up
Editions: All

What Is The Override Constraint?

Items are automatically associated with a payment processing account by virtue of the campaign or product group under which they are sold. A user with administrator permissions may override these associations and put any items into a batch from any account if no preauthorization has been completed or pickup an order that was pre-Auth'd through a payment account not associated to the campaign and/or product group. Checking this box enables this functionality.

Making The Connection

Where Will I See This Within OLX?


When creating a payment batch, you may Load and there will be no records displayed in the below record list.



Check the box for Override Constraints and click Load again. If there are items eligible for the account and mode selected you will see options in the reocrd list.



From the order when there is an item in an eligible item status, you can use the Process action button to manually process payment.



If no items display in the record list, you can checked the Override Acct/Campaign/Product Group constraints box and items for the order will display (Mode of Shipped? may come into play as well, pay attention to the scenario of the item/s on the order)


You'll notice once you check the Override Acct/Campaign/Product Group constraints criteria you will see the associated account in the top record list and the account you are processing with at the bottom in the Pay Proc Acct drop down.

What Imports/Exports Relate to Payment Batches


How Does The Override Constraint Work?

When you have an order where the payment method and/or pre-auth is associated to a payment account that is not the default account for the Campaign or Product Group, you need to be able to continue moving the order forward in the system and collect payment. The Override Constraint will allow you to process payment of an order with a different payment account than expected (based off the Campaign/Product Group setup).

OrderLogix looks to the Product Group to check for a default payment account, then the Campaign. If these are set but not valid for the order due to a Tokenized payment or a pre - auth via a different payment account you will check the box for the Override Constraint to allow the system to pull the order into a batch with the selected payment account. The following is a reference of order the system looks at payment account to determine if order is eligible for the batch being assigned: 
  1. (Process Mode of Settle Only) PAY_PROC_ACCT assigned on import (IF importing with a pre-auth)
  2. (Process Mode of Auth only or Auth and Settle) Product Group
  3. (Process Mode of Auth only or Auth and Settle) Campaign
  4. (Process Mode of Auth only or Auth and Settle) PAY_PROC_ACCT assigned on import
  5. (Process Mode of Auth only or Auth and Settle) Script
    1. if an order is manually entered and creating a pre-auth during order creation the system will assign the pre-auth to the account set to the 
      1. Payment Account associated to payment method (if selecting a token payment profile from Customer Record)
      2. Script


Copyright 2023
Revised 12.11.2023

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