Configure Payment Refund Rules

You can set up business rules to control how ROM processes payment refunds. This feature enables you to set up complex business rules based on the following parameters:

• Item ID (required)

• Ship Method (required)

• Item UOM (required)

• Lead Days

• Entry Types

• Invoice Types: If specified, indicates the invoice type applicable to this rule; for example, CREDIT_CARD or STORED_VALUE_CARD.

• Eligible Payment Method Codes

• Active (toggle)

• Consolidate to Single Refund (toggle)

• Is Gift (toggle)

• Create User ID (not editable)

• Modify User ID (not editable)

Look Up Payment Refund Rules

To configure a Payment Refund Rule:

1. Click or tap the icon in the upper-left corner. The Main Menu appears.
2. Click or tap Omni Administration. The Omni Administration submenu appears.
3. Click or tap Payment Refund Rule. The Payment Refund Lookup screen appears.

   

   This screen has seven columns:

   • Rule ID: ROM assigns this ID when you create a rule.
   • Active
   • Entry Type
   • Eligible Payment Method Codes
   • Invoice Types
   • Consolidate to Single Refund
   • Actions: The actions that you can perform for the Payment Method. These actions include (Edit) and (Delete).

Add a Payment Refund Rule

1. From the Payment Refund Lookup screen, click or tap the Add button in the Action bar. The New Payment Refund Rule screen appears.

   

   Notice the Create User ID and Modify User ID fields. These fields reflect the user IDs of the people who created or modified the Payment Refund Rule. You cannot edit these fields.

2. Enter the Item ID. If you don't know the Item ID, click or tap the Lookup button to search for the Item. Required.

3. Select the Item UOM from the dropdown. Required.

4. Select the Ship Method from the dropdown. Required.

5. Enter the Lead Days. If you specify this parameter, the Refund Payment Rule becomes effective after the Lead Days from the last Debit transaction. Optional.

6. Select the Entry Types. You can select more than one Entry Type. Optional.

7. Select the Invoice Types. You can select more then one Invoice Type. Optional.

8. Select the Eligible Payment Method Codes. You can select more than one Eligible Payment Method Code. Optional.

9. To make the Payment Refund Rule effective, activate the Action toggle.

10. To enable the item to be consolidated with other items to be refunded, activate the Consolidate to Single Refund toggle.

11. To indicate that the Payment Refund Rule applies only if the item is gift wrapped, activate the Is Gift toggle.

12. Click or tap the Save button in the Action bar.

Edit a Payment Refund Rule

1. From the Payment Refund Lookup screen, locate the rule you want to edit and click or tap the icon in the Actions column. The Edit Payment Refund Rule screen appears.

2. You can update all of the fields except the Create User ID and Modify User ID fields. ROM updates the Modify User ID field when you save your changes.

3. To change the Item ID, click or tap the Delete icon and enter the new Item ID.

4. When you're finished making your changes, click or tap the Save button in the Action bar.

Delete a Payment Refund Rule

1. From the Payment Refund Lookup screen, locate the rule you want to delete.

2. Click or tap the icon in the Actions column. ROM asks you to confirm the action.

3. To delete the rule, click or tap the Confirm button.

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