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Customer enabled Omni-channel commerce order payment feature in Ops. As part of the setup we disabled Pay later option in POS functionality profile and enabled 100% deposit for all customer orders.
When they try to create a customer order in POS, they cannot charge the order to account. It shows an error saying, "You can only apply a payment to a customer account when an order is being picked up. You can't apply a payment when creating or editing an order or quotation."
They able to authorise/charge an order to customer account when I create an order from eCommerce or Ops. The payment is in posted state and is customer's balance is updated when the order is invoiced.
The issue is due to conflicting parameters. The 'Require payment for fulfillment' says 'Card required'. Next, the 'Default deposit percentage' is 100.
Design issue:-
The expected behavior would like to allow the customers to pay later can be accomplished only if -
'Require payment for fulfillment' is 'Allow pay later'
'Default deposit percentage' is 0.
When they try to create a customer order in POS, they cannot charge the order to account. It shows an error saying, "You can only apply a payment to a customer account when an order is being picked up. You can't apply a payment when creating or editing an order or quotation."
They able to authorise/charge an order to customer account when I create an order from eCommerce or Ops. The payment is in posted state and is customer's balance is updated when the order is invoiced.
The issue is due to conflicting parameters. The 'Require payment for fulfillment' says 'Card required'. Next, the 'Default deposit percentage' is 100.
Design issue:-
The expected behavior would like to allow the customers to pay later can be accomplished only if -
'Require payment for fulfillment' is 'Allow pay later'
'Default deposit percentage' is 0.
STATUS DETAILS
Declined
Comments
The Allow On Account Flag should bypass this validation. This validation makes sense if they dont have the ability to pay on account and some for of payment should be provided. But an On Account customer needs the ability to ship from the store using this payment method. The logic should validate if the customer is allowed to use On Account and if Yes allow the On Account payment.
Category: Order capture and checkout
Administrator on 2/13/2024 7:53:41 AM
Our understanding of the scenario is as following:
1. If the customer is not allowed to pay on account, then either take full deposit or take the balance on card
2. If the customer is allowed to pay on account, then allow the user to pay the full amount later and do not ask for the credit card for the balance.
The above requirements can be achieved with the following setup:
1. Set the "Default deposit percentage" under Commerce parameters to whatever percentage you want (0 to 100%).
2. Set the property "Require payment for fulfillment" under POS functionality profile to "Allow pay later".
3. Enable the feature flag "Customer account payment in POS honors 'Allow on account' flag" via feature management.
4. Delete the the user defined property "RETAIL_VALIDATE_CREDIT_LIMIT_IN_CHANNEL" or set it to True from the Commerce parameters -> Configuration parameters.
5. Make sure the customers who are not allowed to pay on account have the property "Allow on account" set to false on their profiles.
Now, the customers who can pay on account, can ask the cashier to override the deposit percentage to 0% and then the cashier can choose the Pay later option.
The customer who cannot pay on account, will have to present their credit card to authorize the remaining balance as the on account payment will not work for them.
Please reach out to shajain@microsoft.com if further clarification is required for this scenario.