PM How to Associate Payment Accounts with Payment Sources

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Overview

• Assignments are made at the Payment Accounts and Assignments screen.
• Once a Payment Source is defined in the Payment Module, one or more Payment Accounts can be assigned to the Payment Source.
• An account’s source assignment can be set to one of four values:

Not Assigned: the Payment Account a collection of information related to a specific business arrangement between a merchant and a third party used to obtain compensation for products or services. Introduced with MCPM 1.0 and SE Version 7.1. May also be referred to as a Payment Processor Account or Gateway. is not assigned to the Payment Source and cannot be used to process transactions from that source

Primary Assignment: the Payment Account is assumed to be the “default” account when a new transaction is run for a given Payment Source.

Secondary Assignment: the Payment Account may be used to process new transactions from a given Payment Source by manually selecting it from the Account list in the Payment Terminal.

Conditional Assignment: this option allows the user to dictate the Payment Account that is used for specific Payment Methods for transactions from a particular Payment Source. In other words, this assignment results in the selected Payment Account being the “primary” account for the designated Payment Method for a given Payment Source.

Procedure

1. Select Payment Account Mgr on the Main Menu of the Payment Module.
2. Select an account in the Payment Accounts section of the screen.
3. Select All Sources to display all of the currently defined Payment Sources.
4. Click in the Assignment column in the row of the Payment Source to which the account is assigned and select Primary, Secondary, Conditional or Not Assigned.

   1. if the Assignment type is Conditional, a list of the Payment Methods defined in the Payment Module appears at the bottom of the screen

   2. click in the Assigned field for each conditional payment method and select Yes to use this account as the primary Payment Account when this Payment Method is used in orders from selected Payment Source

5. Click Save to record the changes.

Additional Information

Add New Payment Source

Main Menu

Payment Account Assignment

Created: 12/27/12

Revised: 2/2/13

Published: 04/13/2016