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How Payments are posted for E-commerce sales orders in D365 using or not using feature ‘Omni-channel Commerce order payments’

Attached a document with clear screenshots for your convenience on the next comment.

Example shown in version 10.0.16 with Contoso demo data.

Before we go into details, there is a setup for payments:

Online stores/Fabrikam online store/Tab Set up/section Set up/Payment methods/select Payment method e.g. 3 ‘Cards’/verify Account number:

Tab Posting:

Account type= Ledger account
Account number=112120:

Accounts receivable parameters/Tab Credit card/Fast tab Credit card payment posting:

Account type= Ledger
Account= 110110

Run 9999 job.
Open E-commerce store and sell a product. Pay using credit card. Transaction completed.
Back to HQ, run P-job. Run ‘Synchronize orders’. Sales order created in HQ.
Post an invoice for sales order.
How the payment voucher will be posted - it is depending on feature ‘Omni-channel Commerce order payments’. 7.1. When ‘Omni-channel Commerce order payments’ feature is NOT ENABLED:

Sales order Header will have Payments type = Legacy

Tab Sales order/Payments button will be greyed out (you are not able to change payment method)
When an invoice is posted, checking posted Payment voucher - payment ledger account will be taken from Accounts receivable parameters – ledger account 110110:

7.2. When ‘Omni-channel Commerce order payments’ feature is ENABLED:

You should have call center enabled (your user added to call center)
Sales order Header will have Payments type = Commerce

Tab Sales order/Payments button will be active

To verify that, click Payments button – you can see added line with payment method 3 ‘Cards’:

Note: sales order is created as Call center sales order with the same functionality for Payments posting.

When an invoice is posted, checking posted Payment voucher – payment ledger account will be taken from payment method set tup on the store – ledger account 112120:

Payment voucher:

ABOUT ‘Omni-channel Commerce order payments’ feature:

Go to Feature management and find ‘Omni-channel Commerce order payments’ feature. To enable it check the information below:

Description of this feature has some requirement:

‘This feature adds support for managing MPOS and Storefront order payment lines in a way similar to Call Center payment lines. Specifically, when this feature is enabled, credit card payments for orders created in POS and e-commerce will be editable from the Call Center. In addition to editing capabilities, orders created when this feature is enabled will support linked refunds when the order is returned in the back office. For this feature to be fully supported, at least one Call Center channel must be set up and users editing orders in the back office must be set up as users in that call center channel.’

Enabling this feature be aware it is related to some other features and they also should be enabled:

‘You cannot enable this feature. This feature requires that the following features are enabled: - Unified payment posting journal defaults for Commerce - Omni-channel payments - Duplicate payment protection on invoicing - Enable refunds over multiple captures - Enable manual void of expired credit card payment lines when authorizations are expired. This feature also requires that channel payment methods have operation mappings. For more information, click learn more.’

There is a full documentation about this feature:

Omni-channel Commerce order payments - Commerce | Dynamics 365 | Microsoft Docs

Please note, this is mentioned in this doc:

‘The omni-channel Commerce order payments feature includes many changes to payments and order management workflows. You should do exhaustive testing before you turn on this feature in a production environment.’

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How Payments are posted for E-commerce sales orders in D365 using or not using feature ‘Omni-channel Commerce order payments’

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