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ZonePayments must be updated to the most current version to take advantage of new features, fixes, and enhancements. All releases undergo an extensive testing cycle. ZonePayment Releases are published frequently and may include new features, product improvements, product fixes and general maintenance. It is highly recommended that customers test the release in a Sandbox environment prior to installing in a Production environment and to operate on the most recent release version.
New Feature: ZP Dynamic Pay
This feature provides users the ability to create rules to exclude payment methods based on the pay amount of a transaction.
Users create payment rules by selecting Dynamic Pay Conditions and Dynamic Pay Actions to create Dynamic Pay Configurations.
Dynamic Pay Configurations are applied to Payment Profiles using Dynamic Pay Configuration Links. The payment rules of the Configuration will be considered on any Payment Page (Sales Order Pay, Invoice Pay, and Statement Pay) associated with the Payment Profile (subsidiary) where the Configuration is applied.
To create a Dynamic Pay Configuration
- Navigate to Setup Zone Payments Setup ZP Dynamic Pay Configuration New
- From the Dynamic Pay Configuration record select or create new Conditions and Actions to create a payment rule.
Available Dynamic Pay Conditions include:
- Pay Amount Greater Than
- Pay Amount Less Than
Available Dynamic Pay Actions include:
- Exclude Payment Method
To apply a Configuration to a Payment Profile
- Navigate to Setup Zone Payments Setup ZP Payment Profile and select the Payment Profile to apply the Dynamic Pay Configuration
- From the Payment Profile record, scroll down and select the Dynamic Pay subtab
- Click the New ZP Dynamic Pay Configuration Link
- From here link an existing Dynamic Pay Configuration or create a new one
This feature also provides options for users to identify Customers eligible for exemption from payment rules and specify which Dynamic Pay Configurations to apply customer exemptions.
To indicate which customers are eligible for exemption from payment rules
- Navigate to Customer Record Custom Subtab and locate the Exemption List field.
- When the Exemption List field is checked, that customer becomes eligible for exemption from ZP Dynamic Pay Configurations.
To select which payment rules to exempt the population of customers
- Navigate to Setup Zone Payments Setup ZP Dynamic Pay Configuration
- Select the Dynamic Pay Configuration to apply the customer exemption and locate the Apply Exemption field
- When the Apply Exemption field is checked, payment rules in this Configuration will not apply to any customer with the Exemption List field checked on the customer record.
- If the Apply Exemption field is left unchecked, the payment rules would be considered for every customer where the Configuration applies.
Enhancement to Statement Pay Navigation
Improves navigation on Statement Pay for users that transact with multi-subsidiaries and/or multi-currencies. Displays Business Entity and Currency navigation options only in subsidiaries and currencies where there are open invoices, creating a more fluid customer experience.
Update Administrator Notification for Autopay Failures
Improves this notification so that the email body generates at runtime, eliminating the need for the user to configure on the ZP Preferences record, aligning this notification with other Administrator Notifications.