Modifying the refund-related configurations of a payment type

You can modify the refund-related configurations of a payment type.

About this task

To modify the refund-related configurations of a payment type:

Procedure

  1. Navigate to the Payment Type Details screen. To navigate to the Payment Type Details screen, perform the following steps:
    1. Log in toSterling Business Center as a system administrator or a system setup administrator.
    2. From the System Setup Home page, expand the Payments menu, and then click Manage Payment Types.
    3. The Payment Types Search screen is displayed. In the Payment Types Search screen, enter the search criteria, and click Search to perform a basic search.
    4. The payment types matching the search criteria are displayed. Click the Payment Type ID hyperlink.

    The Payment Type Details screen is displayed.

    Note: If there is only one payment type matching the search criteria, the details of the corresponding payment type are automatically displayed.
  2. Click the Refunds tab in the Payment Type Details screen.
    Note: The Refund related configurations are editable only if you select Valid For Return check box in the Payment Type Details screen.
  3. In the Refund Sequence box, enter the preferred refund sequence for the payment type, 0 being highest. When defining the payment types, you can set the default order in which the Seller credits a Buyer's payment types.
  4. Select Default for Return to designate the selected payment type as the default type to be credited in the Refunds tab.
  5. Select Link Payment Refund To Settlement Transactions to provide a link to settlement transactions, during a refund. The link is provided in the collection user exit.
  6. Select Refund To Same Payment Method to allow refunds to the same payment method.
  7. Select Refund To New Payment Method to allow refunds to a new payment method.
    Note: The refund payment method must have the same refund configuration as the original payment method. 
  8. If you select Refund To New Payment Method in the previous step, select Refund To New Payment Method Type to select a new payment type to use. Only payment types in the STORED_VALUE_CARD or OTHER payment type group are available.
  9. Select Use the Following Constraints if the selected payment type has a refund constraint. This rule allows the administrators to issue a refund by using a different payment type if the refund amount is greater than or less than a certain value.
    1. From the If The Refund Amount is, select Greater Than or Less Than from the menu, and enter a refund amount to use as a constraint.
  10. From the Refund Using Payment Type, select a refund payment type to use if the constraint is valid.
  11. Select Create Refund Fulfillment Order Using to create a refund fulfillment order instead of creating a payment method.
  12. From the ItemID lookup widget, select the Item ID of the item to fulfill the refund. When you select the Item ID, the corresponding UOM is automatically populated.
  13. Select Create Refund Payment and Charge Request to create a refund payment and charge request when refunding to a new payment method.
  14. Select Create Refund Payment and Wait for Payment Information to ensure that the refund charge request is not created.
  15. Click Save.