Copy External Payment Parameters

Explanation

This activity is used to copy external payment parameters of a payment method to another payment method. The function copies the general matching parameters, message codes with its settings and the connected reason codes, matching identifiers, segmentation criteria and tolerances for write-off. You can copy the parameters to another payment method only if the payment format is the same. If you want to copy the parameters to another company, the company specific data, such as account, series ID etc...must also exists in the other company. The company identifiers will not be copied since these parameters are always available for all payment methods of the same payment format.

Prerequisites

In order to perform this activity,

System Effects

As a result of this activity, the external payment parameters are copied and can be used to import files in the external interface for payments.

Window

External Payment Parameters

Related Window Descriptions

Copy External Payment Parameters
External Payment Parameters

Procedure

To copy external payment parameters:

  1. Open the External Payment Parameters window.
  2. Search for the external payment parameters which you want to copy.
  3. Right-click in the header section of the window and click Copy Parameter to open the Copy External Payment Parameters dialog box.
  4. The Payment Method field of the source group box displays the method you have searched for but can be changed, if necessary.
    Note: The source group box specifies from where the parameters should be copied.
  5. The Company field in the destination group box displays by default your current company. If you want to copy the parameters to another company, enter the other company or select the other company from the List of Values.
  6. Enter in the Payment Method field of the destination group box the payment method to which the external payment parameters should be copied. You can also select a method from the List of Values.
  7. Click OK to copy the parameters to the destination payment method.