Payment Method Update Single Use Account (SUA)

Once a new payment method is created and has been assigned a code, it can be updated to be used with supplier accounts. Updating a payment method for a supplier involves the following steps:

 

Assign Business Unit to Payment Method

Use the steps below to add the Business Unit (BU) to a new Payment Method. You will need to know the appropriate Payment Method code or name for the Search in Step 4.

Step Action Illustration

1

 From the Home screen, select Setup and Maintenance.
 
The Setup and Maintenance screen displays.

2

 On the Setup and Maintenance screen, enter Manage Payment into the Search Tasks field.  Click the Search icon.
 
The Search Task Results display on the screen.

3

 From the Search Task Results list, select Manage Payment Methods.
 
The Manage Payment Method displays.

4

 In the Name field, enter REM or part of the Payment Method name.  
 
Click Search.
 
The Search Results list matching the entered criteria displays.

5

 From  the Search Results list, select REM-JPMC Single Use Account, or the Account type needed for the update.
 
The Edit Payment Method screen displays.

6

 On the Edit Payment Method screen, scroll down to the Payables tab.
 

7

 On the Payables tab, complete the following:
  • Enable for Use in Payables: Checked
  • Business Units:  Select Specific
  • Click the Add icon.
  • In the new line below, enter the full or partial Business Unit Name.  
  • Select the correct BU from the list.

8

 Scroll back to the top of the screen, click Save and Close.

9

 A Confirmation window pops up to confirm the changes have been saved.  Click OK.

 

Create the Payment Process Profile

Follow the steps below to create the Payment Process Profile for the Payment Method added in the step above.

Step Action Illustration

1

 On the Setup and Maintenance screen, enter Payment Process Profile into the Search Tasks field and  click the Search icon.
 
Select Manage Payment Process Profiles from the Task Results list.

2

 Enter all or part of the Payment Method name or code in the fields.  Click Search.

3

 Select the Payment Method from the Search Results list.
 
 

4

 The Edit Payment Process Profile for the selected Payment Method  displays.

5

 Scroll down the screen to the Business Units section.  
Click the Add icon.  Enter all or part of the Business Unit name and then select the correct BU from the generated list.

6

 Scroll to the top of the screen and click Save and Close.

7

 A confirmation window pops up to confirm the changes are saved.
 
Click OK.

 

Confirm Supplier Configuration

Once the Payment Method is updated and the Payment Process Profile is created for the new Payment Method, then the payment type can be added to the Supplier Profiles.

Step Action Illustration

1

 From the Home screen, select Procurement and click Suppliers.
 
The Suppliers Overview screen displays.

2

 On the left side of the screen, click the Search icon to open the Keywords search field.
 
Enter the full or partial Supplier Name or Number and click the Search icon.
 
The Search Results display on the screen.

3

 From the Search Results list, click the name of the Supplier to be updated.

4

 On the Edit Supplier screen, click the Sites tab to see the list of sites.
 
 
NOTE:  To see Supplier Sites, the user must have the Procurement Agent role.
 
Click the Site from the list.
The Edit Site screen displays.

5

 On the Edit Site screen, click the Payment tab.
 
In the Payment Methods section, find the payment method just added.  Click the Payment Attributes tab.

6

 On the Payment Attributes tab, in the Payment Delivery section, enter the appropriate codes and email addresses into
the Payment Text Message 2 and Payment Text Message 3 fields.
 
The correct data for these fields is located in the Production Supplier Site list.

7

 Scroll back to the top of the screen and click Save and Close.

8

 A Confirmation window pops up showing the changes have been saved.  
Click OK.

Updated 9/24/2018 JM