Add new payment type sage 300 erp

Here are the steps to add a new payment type in Sage 300 ERP:

Prerequisites:

• You have a basic understanding of Sage 300 ERP and its payment processing functionality.
• You have the necessary permissions to modify payment types in your Sage 300 ERP system.

Step 1: Access the Payment Types Screen

1. Log in to your Sage 300 ERP system.
2. Go to the "Financials" module.
3. Click on "Payment Types" under the "Setup" section.

Step 2: Create a New Payment Type

1. Click on the "New" button to create a new payment type.
2. Enter a unique payment type code (e.g., "CREDITCARD2").
3. Enter a description for the payment type (e.g., "Credit Card 2").
4. Select the payment type category (e.g., "Credit Card").
5. Choose the payment type subtype (e.g., "Visa").
6. Enter the payment type details, such as the payment method, payment processor, and any additional information required by your organization.

Step 3: Define the Payment Type Parameters

1. Click on the "Parameters" tab.
2. Enter the payment type parameters, such as:
   • Payment type code (e.g., "CREDITCARD2").
   • Payment type description (e.g., "Credit Card 2").
   • Payment method (e.g., "Credit Card").
   • Payment processor (e.g., "Visa").
   • Additional information (e.g., "Credit Card 2").
3. Save the payment type parameters.

Step 4: Configure the Payment Type in the Payment Processing Screen

1. Go to the "Payment Processing" screen.
2. Click on the "Payment Types" tab.
3. Select the new payment type (e.g., "CREDITCARD2").
4. Configure the payment type settings, such as:
   • Payment type code (e.g., "CREDITCARD2").
   • Payment type description (e.g., "Credit Card 2").
   • Payment method (e.g., "Credit Card").
   • Payment processor (e.g., "Visa").
   • Additional information (e.g., "Credit Card 2").
5. Save the payment type settings.

Step 5: Test the New Payment Type

1. Test the new payment type by processing a payment using the new payment type.
2. Verify that the payment is processed correctly and that the payment type is displayed correctly in the payment processing screen.

That's it! You have successfully added a new payment type in Sage 300 ERP.