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Hi team

I would like to understand the functionality behind the “Use Default Payment Method for Installments” option under the Supplier/Payment Tab.

I know that when this toggle is enabled, the default payment method is updated in the supplier invoice or installment plan. However, my question is:
When this toggle is enabled, is there a limitation that restricts payments to the default payment method only?

I have the following scenario:

  1. The above toggle is enabled for the supplier.
  2. The supplier’s default payment method is ACH, but CHK is also connected.
  3. I hve created an invoice so the payment method in installment plan is ACH
  4. Create the payment proposal and the Payment method % -So my invoice is included to the payment proposal
  5. But when I try to create the payment order for the payment method CHK,I get below error

I noticed that I can make a payment using CHK if I disable the “Use Default Payment Method for Installments” toggle under the supplier.

Could you explain why the system restricts me from using another payment method (e.g., CHK) that is already connected to the supplier when this toggle is enabled?

 

thank you

Prabha

Hi ​@prabha.ruberu,

When  “Use Default Payment Method for Installments” option under the Supplier/Payment Tab is used, the default payment method will be selected to the Invoice Installment and subsequently, the payment method will be shown in the Supplier Payment Proposal details window under ‘Payment Method’ field. 

When creating the Payment order via the Proposal, the system validates the payment methods that are shown in the proposal details for the corresponding invoice ID. Therefore when you have ACH as the payment method in the proposal details, that invoice will not be selected for the payment order creation, if the payment order is created from a different payment method.

In order to create the payment order for the given scenario, You can remove the Payment Method - ACH from the ‘Payment Method’ field of the ‘Supplier Payment Proposal details’ window, and create the payment order from CHK Payment Method.

 

Regards,

Lihini.

​@Lihini Perera - Thank you for you inputs.

But my question is  I created the payment proposal using the payment method as "%" (wildcard) so that my invoice, which has the default payment method ACH, is included (ACH is the payment method in the Installment Plan and Discount tab). However, when I create the payment proposal with CHK (which is also attached to the supplier but is not the default method), my invoice is not included in the proposal.

Because of this, I created the payment proposal using the payment method "%," and then I tried to create the payment order with CHK.

My Concern:

When there is a payment method specified in the Installment Plan, how can I make a payment using another payment method connected to the customer?

This works fine if there is no payment method specified in the Installment Plan. For example, even though my default payment method is ACH, I can still create the payment order using CHK.

Hi ​@prabha.ruberu,

When there is a payment method specified in the Installment Plan, and if you want to make a payment using another payment method connected to the customer, you can remove/clear the Payment Method (in your case ACH) from the Supplier Payment Proposal Details Screen and proceed creating the payment order with other Payment Method (which is CHK).

Hope this helps? :)

Regards,

Lihini

 

Thank you ​@Lihini Perera that worked 😀

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