1. Home
  2. /
  3. V12 Documentation
  4. /
  5. Standard Operating Procedures
  6. /
  7. Web Payments

Web Payments

Web Payments process in IP1 allows orders for a nominated company and order type that require payment with order to be eligible for web payment. When an order is eligible for web payment the system allows you to defer the payment at order entry and send an email with the URL link for the payment. The order will remain at ‘E’ entered status while waiting for payment details.

Business rules/Other setup

The following business rules have to be setup to handle Web Payments process. These business rules must be setup with support from Iptor IP1 consultants. It is critical to understand the setting of control files and how it works. Control files must be setup correctly for the system to operate as intended. Any changes to the control files setup should be addressed cautiously and in consultation with Iptor IP1 consultants.

Note This document does not cover customised setup tasks of specific companies. Deviations from this setup should be covered by setup tasks written by individual companies.
 Control files/Other  Setup
TMSDS/OE-SUWP1 Pay by web : default 1

Nominate the company and the order type that is allowed for web payment. 
TMSDS/CM-PAYT Payment terms

Flag ‘Web Pay’ and ‘Payment with order’ for Payment terms that are eligible for web payments.
TMSDS/OE-SUSTS Suspend reason code 

Holds payment suspend reason code for web payment.
TMSDS/OE-SUWP2 Pay by Web : default for email

Setup the following details for the email that will be sent on order entry requesting payment detail:

  • senders email address
  • subject of the email
  • email text
  • URL link for the payment
  • email footer
TMSDS/OM-OT0 Order Type Definition

Ensure the order type setup for web payment in control file TMSDS/OE-SUWP1 is defined in this control file. 
TMSDS/OM-OT1 Order Type Field Default Rules

Stock allocation type (field STKALC) must be set to 1=normal for the order type for web payment. 
TMSDS/OM-PAYT1

Setup payment terms for web payment by Customer type.
TMSDS/OM-PAYT3

Maintain payment type list by payment type.
TMSDS/OM-PAYT2

Maintain Customer type (TMSDS/OM-PAYT1)) and Payment Type list (OM-PAYT3) for web payment order type.
Standard Payment manager control files and Merchant details for credit card processing

Ensure all the payment manager control files for the service provider and the merchant details is setup accordingly.

Procedure

It is your responsibility to ensure that you understand this procedure before performing the following tasks.

Note

Deviations from this procedure should be covered by procedures written by your company. Before performing any tasks please ensure all the business rules are set-up accordingly. 
Process  Steps

Sales order entry
  1. Enter an order as per normal order entry (DSE005).
  2. Ensure the order header has the correct email address for the email to be sent requesting for payment details.  
  3. Select the Payment terms that is setup for web payment and payment with order (See Business rules setup above). 
  4. Enter the order details and click OK to confirm the order. DSE131 Payment Entry panel appears.

  1. Click function Defer payment. An email with the URL link will be sent to the email address on the sales order. The order will remain at ‘E’ entered status until the payment details have been received from the customer. On receipt of the payment details, the credit card will be pre-authorised and the order will go to ‘D’ status (picking).

Note: If the payment details are not submitted by the customer then the  order will be deleted.
Print Friendly, PDF & Email