Hi everyone,
We have a custom portal integrated with Acumatica, where customers can place orders and select Credit Card as their preferred payment method. These sales orders are then created in Acumatica via API.
We’re trying to understand the best way to ensure consistent behavior on the Sales Order:
- If Payment Method = Credit Card, we want the system to automatically apply Payment Terms = “Credit Card” (which has 100% prepayment required)
- This should result in the order going to Awaiting Payment and triggering pre-authorization
Before going the customization route, we wanted to ask:
- Is there a standard way in Acumatica to default or override Payment Terms based on Payment Method?
- Has anyone implemented similar logic using Automation Steps, Business Events, or configuration?
- Are there any recommended best practices for handling CC-based web orders coming from external portals?
If this cannot be handled natively, we are considering passing Terms explicitly via API, but would prefer a standard approach if available.
Thank you!
