If you click the Payment button on the Current Order screen of the Customer Service tab, the Order Payment dialog box appears. (For details on the Current Order screen, refer to Field and button descriptions of the Current Order screen.)
Note: To add payment information to an order, you must have the proper security privileges. The OE Payments job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions. If you do not have this job function, the Payment button on the Current Order screen is not available.
Descriptions of the fields and buttons on the Order Payment dialog box are provided in the following table.
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Field or button |
Description |
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This is the total amount of money offered as payment for the order. The default for this field is the total dollar amount for the order. |
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If cash or a check is used for payment of the order, select the appropriate bank from this drop-down list. Only banks associated with the active company are available from this list. The default for this drop-down list is the bank selected for the active warehouse. (The bank is selected for a warehouse on the Main screen of the Warehouse maintenance on the Vision Configuration tab. For more information, refer to description of the Bank drop-down list.) You can override the default. |
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If a check is used for payment of the order, type the number of the check in this field. |
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If a check is used for payment of the order, type the dollar amount of the check in this field. |
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If cash is used for payment of the order, type the dollar amount in this field. |
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If all or part of the order payment is charged to a credit card, select the appropriate credit card type from this drop-down list. If a credit card type has been selected for this customer on the Customer Maintenance tab, the system lists it here as the default. The system looks for the default credit card information on three different screens of the Customer Maintenance tab: first on the Billing Codes screen, then on the Ship To Preferences screen, and lastly on the Master screen. To override the default, select a different type from the drop-down list. If a credit card type has been selected for this customer on the Customer Maintenance tab, this order can be entered as a credit card order only. |
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If all or part of the order payment is charged to a credit card, type the credit card number in this field. The system verifies the card number length and appearance against the Credit Card file. The default for this field is the card number set up on the Billing Codes, Ship To Preferences, or Master screen of the Customer Maintenance tab. You can override the default if necessary. If no card number has been set up on the Customer Maintenance tab, the default for this field is <None>. If a credit card type is selected, entry in this field is required. |
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If all or part of the order payment is charged to a credit card, type the expiration date of the credit card in this field. Like the Type and Card Number fields above, if the credit card expiration date has been set up on the Billing Codes, Ship To Preferences, or Master screen of the Customer Maintenance tab, the system uses it as the default for this field. You can override the default if necessary. If a credit card type is selected, entry in this field is required. |
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If all or part of the order payment is charged to a credit card, type the dollar amount being charged in this field. |
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Type the credit card reference number in this field if applicable. This field is used if your system uses an automated credit card processing program. |
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Type the approval code for this credit card if applicable. |
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This field indicates any leftover dollar amount that will be included on an invoice. |
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Click this button to save any changes that you have made. |
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Click Cancel if you do not wish to save the changes that you made, and you wish to revert to your previous information. |
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