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Release 7.0

AutoPay Rules

scAutoPayRules

Automatic payments or “AutoPay” is a feature that allows authenticated users to have invoices automatically paid. Users can set up an AutoPay rule with a credit card or bank account and can stop the feature at any time. The widget requires the user to be authenticated and must be placed on a page with authentication permissions. 

 

The widget lets the user see and maintain AutoPay rules, but the rules are processed by JDE when the report Apply AutoPay Rules (RQ670315) runs. This report not only processes the payments but also changes the rule's status from 1 (On Hold) to 0 (Active) when the Release Date is equal or less than today.

Sample Views

1- AutoPay Rules List

This view is used to display AutoPay Rules for customers. By default, the rules are displayed sorted by RuleID DESC and Start Date DESC. The web user can search, sort and filter the AutoPay rules.  From this view the user can navigate to the AutoPay Rule View to edit rule information or to set up a new rule.  Additionally, the web user can delete AutoPay rules.

2- Companies Selection Modal
In this view the company or companies that the Autopay rule will use to select invoices for payment will be defined. To save the AutoPay rule at least one company must be selected.  If only one company is allowed, the widget automatically assigns this company to the rule.
3- Setup New AutoPay Rule

Now, the web user will define the specifics of how the AutoPay rule will work.

Field
Description
NameA friendly name for the rule.  Max length is 40.
Start DateDate the rule will become effective or in use.  The date must be greater than or equal to today's date. 
CurrencyThe currency the payments made by the rule will use. 
Payment DateThis option determines when invoices will be selected and when the actual payment transaction will occur. There are 4 options available:

Invoice Due Date (default)


Invoice Date 

On Fixed Day of Month 

On Fixed Day of Week 

Payment MethodThis option determines the payment instrument that will be used to make the payment. Two options available:

Credit Card - When selected the user will choose from a listing to determine which credit card will be used to pay invoices using this AutoPay rule.

ACH - When selected the user will choose from a listing to determine which bank account will be used to pay invoices using this AutoPay rule.
Payment Amount

This option determines how the payment amount will be calculated. The user will choose from three options:

Invoice's Open Amount (default)

Fixed Amount 

Limited AutoPay Amount To 

Please note invoices are paid in order based on document number (F03B11.DOC).  Therefore, if the amount paid is less than the total for all invoices selected by the rule the payment will apply to the invoices in order until the max is reached.

Duration

This option determines how long this AutoPay rule will be effective. Three options available:

Until I Stop These Payments (default)

Until a Specific Date 

Until a Specified Number of Payments Are Processed

 

4- Invoice Type Selection Modal

In this view the web user can view and edit the list of invoice types the AutoPay rule will use to pay invoices. To save the AutoPay rule, the user must select at least one invoice type from list. If only one invoice type is allowed, the widget automatically assigns this invoice type to the rule.

5- Edit AutoPay Rule

In this view, the web user can edit an existing AutoPay rule. Options available for editing may changed based on the designer properties and/or the status of the rule.

Invoice Date
Allows the user to configure payment on the same invoice date. Displayed on the widget when configured as “Yes”.
On Fixed Day of Week
Allows the user to configure pay due invoices on a specific day of the week. Displayed on the widget when is configured as “Yes”.
On Fixed Day of Month
Allows the user to configure pay due invoices on a specific day of the Month. Displayed on the widget when is configured as “Yes”.
Fixed Amount
Allows the user to configure a fixed amount to pay invoices. Displayed on the widget when is configured as “Yes”.
Limit AutoPay Amount To
Allows the user to configure a limit AutoPay amount to pay invoices. Displayed on the widget when is configured as “Yes”.
Until a Specific Date
Allows the user to select a specific date for the AutoPay rule to expire. Displayed on the widget when is configured as “Yes”.
Until a Specified Number of Payments are Processed
Allows the user to configure a specific number of payments to process before the AutoPay rule expires. Displayed on the widget when is configured as “Yes”.
Link to Customer Service
Defines the URL for Customer Service contact information page.  
Credit Card Payment Instrument
Payments
Defines the payment instrument (00/PY) that will be used for credit card transactions.
ACH Payment Instrument
Payments
The pay instrument in JD Edwards that designates an ACH payment. Refer to SmarterCommerce Payment Processing Guide. If left blank ACH payment option will not display.
Auto Pay Doc Restrictions
Profile > Account Receivable
Auto Pay document restrictions
Store Companies
Profile > Account Receivable
Companies for which information on the site will be displayed. Recent orders, Recent invoices, etc will display information from all the store companies defined here. The exception is the Account Balance element that will display information from company 00000.
Auto Pay Branch Plants
Profile > Account Receivable
Auto Pay Branch Plant used to fetch payment gateway account
Paging display mode
Web Site > Paging Configuration
The options are:
  • Enable user to change the number of records per page
  • Show fixed records per page
  • No paging
Number of products per page - On List
Web Site > Paging Configuration
Define the numbers of products the to display per page in List Mode.
Number of products per page - On Grid
Web Site > Paging Configuration
Define the numbers of products the to display per page in Grid Mode.
Default page size - On List
Web Site > Paging Configuration
The default page size when viewing products in list mode.
Default page size - On Grid
Web Site > Paging Configuration
The default page size when viewing products in grid mode.
Enable preferences cookies
Web Site > Cookies
Enable preferences cookies (used to save web user preferences like page size, sort by, search mode, delimiter, and layout mode).
Configure paging for grid and list mode
Web Site > Paging Configuration

Internal setting to switch configuration between list and grid mode settings.

Pay Invoices
Determines if the web user is allowed to pay invoices.
View Credit Cards on File
If web user does not have the permission to view credit cards on file then the section is hidden.
View Bank Accounts on File
If the user does not have permission to view bank accounts on file then this section is hidden.
AutoPay Rules
Determines if the user will have the ability to add AutoPay rules or not.
Licenses
  • Premier.Payments.WS.CreditCard-CreditCard Payments
  • Premier.Payments.WS.ACH Payments
  • Premier.EPayments

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