Payment Method shenanigans

Under Payment Method setup, is the Income/Refund method set to Both?

-Ryan

Having a strange hiccup occur with some new payment methods we've introduced to reflect a change in business rules.

We've moved to an Invoice payment method to allow the Box Office to print consignment tickets prior to payment, and then are paying off the invoice once the check is received. That's all working as expected.

With one of our consignment vendors, however, we need to use two payment methods to track expenses and have devised a way to deal with that which involved creating a new payment method. We did that, and enabled it for the User Groups in the Security Module who would be using this payment method. However, the new Payment Method isn't appearing for anyone in any of the User Groups to which the new Method has been assigned.

I've verified the Method's setup in Campaigns > Appeals, verified the permissions in the Groups setup within the Security Module and searched for a relevant utility in Management Studio, just in case I forgot something (I didn't find anything in there that looked like it would help, like up_update_payment_methods or the like).

Any ideas what I'm missing, or have I veered into TASK Help Ticket Land?

Thanks for your thoughts.

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Control Groups don’t affect the dropdown in the Payment window, only in history windows (like the Order History and Transactions tab) and Report Parameters.

Also, check if Security assignment has Refund checked and max refund set as needed.  Have you logged out and logged back in?

-Ryan

Maybe a control group gone awry?

Yes, quick mistake there…the check box is titled Income, not refund!

If the Income box is unchecked, as the Adjustment method is in this example…..the particular payment method will only show up if the payment amount is negative in the payment window.

Positive payment:

Negative Payment:

If this isn’t it, I suggest a help ticket, as I think you’ve exhausted everything that I can think of!

-Ryan

In the Assign module in Security, I select the Payment Method radio button and double-click on the offending Methods, correct?

We have a check box labelled "Income", not "Refund", and a "Max Refund Field". For the two user groups in question, the box is unchecked, and the Max field is set to 999,999,999.

Also, we established this procedure and did the setup several weeks ago (but haven't needed it until today), so we've logged in & out a few times since then.

One last thing to check.  What business unit is selected for the payment method?  If it isn’t the one you use for everything else, particularly your batches, the payment method won’t be available.

Great.  Glad that you figured it out.

As for Business Units, it is probably best to avoid them in favor of Control Groups, if the need ever arises.  Business Units carry restrictions that most find too confining, in my experience.

-Ryan

As it turns out, it was that Income check box in security. It felt counterintuitive to set these PMs as Income when what we're using them for is to "pay" deductions that are being applied to our consignment receivables for fees and the like, which is why I never even considered altering that field in Security until you suggested it, Ryan. Thanks so much for the insight.

Kevin, we can get away with only using one BU, but I can foresee a day where that may not be true, and that tidbit will be good to know when adding BUs comes into play.

Thanks for your time. See you both in a couple of weeks.

I’ll second what Ryan said about business units, which I was going to say before he said it first.  J