Configure the rules that belongs to the payment capture domain for an organization

You can configure the rules that belongs to the payment capture domain for an organization.

About this task

The validation policy or the override rule configurations that are defined is dependent on variety of factors such as store location, multiple business units across geographical areas. Depending on the business requirements, a group of stores might use the same rules. In such scenarios, Sterling Business Center enables an enterprise administrator to configure each of the rule to a set of organizations, which are called as template organizations.

Template organizations are the organizations from which the store-specific configuration would be inherited from and is configurable for all the organization entities. Based on the business requirements Sterling Business Center also enables the administrator to override the rule for the chosen template organization and define a new configuration, or modify the existing configuration that is available for the chosen template organization.

Procedure

  1. Navigate to the Policy Details screen. To navigate to the Policy Details screen, perform the following steps:
    1. Log in to Sterling Business Center as a system administrator or a system setup administrator.
    2. From the System Setup home page, expand the Validation Policies and Override Rules menu, and then click Payment Capture.

      The existing payment capture validations if any, are displayed in the Payment Capture Policies screen.

    3. In the Policy list panel, click the Validation hyperlink from the validation list to navigate to the corresponding Policy Details screen.

      The Policy Details screen is displayed.

  2. Click the Search icon next to the Configure For box to search for the template organizations.
    1. The Template Organization Search window is displayed. Enter the appropriate search criteria and click Search.
    2. The Organization Code and Organization Name matching the search criteria are displayed in the Organizations panel. Select the check box corresponding to the organization you want to configure for and click Select.

      The rule is configured for the chosen template organization.

    Note: If the corresponding rule is not configured for any template organization, then by default, the context organization is displayed in the Configure For box.