Restricting Partial Payment Processing

Restricting Partial Payment Processing

Under construction
Module: Payment Processing
Path: Processing > Payment Processing > Create Payment Batches
Topic: Restricting Partial Payment Processing
Version(s):  5.1 and up
Editions: All

What is Partial Payment Processing

Partial payment processing is when items from an order are picked up during payment processing at different times than remaining items on the same order or if all items will be required to process at the same time.

There are certain times when a customer may desire to “hold up” payment of a set of items on an order until all items can be processed together in a single payment transaction. Among other reasons, we see that this functionality could be used for:
  1. Inventory Items being on Backorder
  2. Items having the “Do Not Payment Process” flag set to true
  3. General Business rules to limit # of transaction fees for attempted gateway transactions


Making The Connection

Where Will I See This Within OLX?

This setting can be found on the Payment Processing Account settings, Create Payment Batches, and Order Detail Processing.

What Reports Can Be Pulled?

  1. Employee List Report - can pull report to determine which employees have admin status and eligible to override default settings

What Imports/Exports Relate to Partial Payment Processing

  1. at this time there are no imports/exports related to partial payment processing

Trouble Shooting

  1. Unable to check or uncheck the checkbox for Require all debit items to process together in a single transaction
    1. Check to make sure the user has the required permissions to override the default setting

Setup

Default Setting

To set the default for if Require Debit Items in Single Tran  on other screens in the system you will navigate to Company Data > Payment Data > Payment Proc Accounts. You can edit an existing account or create a new account. The setting here being checked or unchecked will determine if the same setting is checked or unchecked on Create Payment Batches and Order Detail Processing screens.



User Permissions

For a user to override the default settings they must be an Admin or be assigned Order Detail > Payment_Processing_Single_Trans_Pref permission. 

Adding/Viewing Employees
Admin user Roles


Order Detail > Payment_Processing_Single_Trans_Pref  user Permissions


Create Payment Batches

  1. Require all debit items to process in single transaction checked:
    1. Prevent orders from being included in the current batch, where these orders contain 'do not process items, back-order items, and regular hold items.
    2. The payment batch will not include any items on the order if one or more items are ineligible to be selected for the payment batch based on product group selection. Grid will display summary of items that were not included in the batch because of other ineligible items on the order.
    3. In summary, this will prevent partial order processing due to a product group not being selected.
  1. Prevent partial order processing checked:
    1. Prevents orders from being included in the current batch, when there are other pay ready debit items on the same order that do not meet the current filter criteria for this batch.
    2. The payment batch will not include any items on the order if one or more items are in an unfavorable item status and are therefore ineligible for payment processing. A grid will display summary of items that were not included in the batch because of other ineligible items on the order.
    3. In summary, this will prevent partial order processing due to ineligible item status.
    4. Note:
      1. Partial payment criteria only applies to Debit items, not credit items.
      2. When enabled, this feature will force Authorization Only transactions & Auth/Capture transactions to have only one transaction and all items must be in the transaction or no transaction will be created.
      3. When enabled, this feature will require Settle only transactions to process only if all the items that participated in the original Authorization are available for settlement.
      4. If the feature is turned off and there is an item which was part of an authorization but is now not eligible to settle, there will be a Partial Settlement
      5. When there are more items eligible for settlement than participated on a single auth, then multiple settlement transactions will be created (one for each prior authorization).
      6. This does not include items that are:
        1. Already paid,
        2. Or in a complete status such as cancelled, or shipment delivered.
      7. Other items on the order which may cause the payment transaction to not get created include:
        1. Items that are on regular hold (placed there by customer service).
          1. This does not include admin hold items such as future installments. 
          2. Treats all regular ON HOLD items the same weather it is an installment item or not.
        2. Items that are back-ordered due to inventory.
        3. Items that have the “do not payment process” checkbox checked off in the Item Setup screen.
          1. this includes future installment items on auto hold
        4. If item is later cancelled it will not prevent order from processing.
      8. Any item(s) that are pay ready, but do not get included with the current transaction (If “Require all debit items to process together in a single transaction” is checked)

Create Payment Batches


Order Detail Screen

Process Item(s) RealTime 
Unchecked:
Currently, all items that are in an eligible item status for payment processing will show up in the dialog as eligible to process.


Checked:
When the checkbox is checked, we will “rebind” the list of eligible items in the top grid and suppress any items that don’t meet the new criteria. This will require all items are grouped together in the same transaction or else none will go out in a payment transaction (a message will be presented to the user that the items must go in the same transaction). The grid will be empty if the following conditions occur which will result in the inability to process a payment
  1. Debit Item(s) on the order are in a status of “Item Regular Hold”
    1. This does not include admin hold items such as future installments. An example where this Debit items WILL NOT hold up processing could occur if an item is added by CS to an order that has installment items and one or more of them is on Reg Hold. The Reg. Hold Installment items should not prevent the newly added item from processing. An example that WILL hold up processing would occur when CS adds 2 items to an order and then places one of those items on Reg. Hold. In this case, the Reg. Hold item should prevent the other newly added item from processing. Now this enhancement/project will treat all regular ON HOLD items the same weather it is a installment item or not.
  2. Debit Item(s) on the order are in a status of “Item Backordered”
  3. Debit Items that have the “do not payment process” checkbox checked off in the Item Setup screen.

If the grid does return a list of item(s) with the checkbox selected, when you click the process button, we will require the following:
  1. All Eligible (debit items that are already paid, or in a complete status such as cancelled or shipment delivered are not considered) Debit Items from the list were selected to be processed together. If not all debit items are selected, no debit items will be processed
  2. Any set of credit items will be allowed to be processed.