PM Payment Account Assignment

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Overview

• Stone Edge 2012 7.1 introduces the concepts of Payment Accounts and Payment Sources.
• Merchants may have payment accounts with multiple gateways or they may have multiple accounts with a single gateway.
• All of these accounts can now be managed in a single location within the program, 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. Assignment screen.
• This screen is divided into three sections: Payment Accounts, Payment Source Assignments and Conditional Assignments.
• The relationship between the sections is hierarchical. Select a Payment Account first, then choose a Payment Source or optionally, a Conditional Payment Method.
• In the image below, Authorize.net.CIM is the selected payment account and it is assigned as the primary payment account for orders from Monsoon Stone Edge . A payment account has not been assigned to the payment source of Monsoon Payment Module. Also, there are no specific payment methods that should always or unconditionally use this payment account.
• Selected items have a green background.

Description of the screen

Payment Accounts

All Accounts

• shows a list of all payment accounts, both active and inactive

Show Active

• filters the list of accounts to display only those accounts that are active

New

• opens the Add Payment Gateway Account screen where you define payment accounts

  

Edit

• opens the Edit Payment Gateway Account screen where you can make changes to the information related to the selected payment account

  

Account Name

• displays the arbitrary name assigned to the payment account

Gateway

• displays the payment processor with which the payment account is associated

Inactive

• when selected, this field indicates that the payment method is inactive and cannot be used to process transactions
• this is useful when you are phasing out a payment account in favor of another account so that no new transactions are processed through that account

Payment Source Assignments

All Sources

• shows a list of all payment sources, both those that have been assigned to a payment account and those which have not yet been assigned to a payment account

Assigned Sources

• filters the list of payment sources to display only those that are assigned to a payment account

New

• opens the Add New Payment Source screen, where you enter an arbitrary name for the new payment source

  

• the program generates a Source Identifier for each new source

Edit

• select a payment source and click this button to make changes to the name of the payment source or set it as the system default

Delete

• select a payment source and the program prompts for confirmation before deleting the payment source

Source Name

• displays the name of payment sources defined in the MCPM Monsoon Commerce Payment Module

Assignment

• displays the current assignment status of the selected payment account for the selected payment source

Conditional Assignments

Conditional Methods

All Methods

• displays all payment methods

Assigned Methods

• filters the list of payment methods to show only the specific methods that have been assigned to the selected payment account for the selected payment source

Method Name

• displays the names of payment methods

Assigned

• displays Yes to indicate the payment method is conditionally assigned to the selected payment account for orders from the selected payment source
• No in this column indicates the corresponding payment method is not conditionally assigned to the selected payment account for the selected payment source

All Accounts Assigned to Source

• this tab shows a list of all of the payment accounts assigned to the selected payment source

Account

• the names of the payment accounts assigned to the selected payment source

Gateway

• displays the name of the gateway associated with a given payment account

Disabled

• when selected, this field indicates the account is not currently used

Assignment

• indicates current assignment status of the payment account, Primary, Secondary, or Conditional

Help

• opens the Knowledge Base topic for this page

Close

• exit this screen without retaining any of the changes made

Additional Information  

Add New Payment Method

Add Payment Gateway Account

Concepts

Edit Payment Gateway Account

Edit Payment Method

How to Associate Payment Accounts with Payment Sources

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Created: 10/19/12

Revised: 2/1/13

Published: 04/13/2016