Processor - Change Payment Type

[rchang]

Hi! 

Under our configuration setting, we have set the Payment Type to be Modifiable by the Processor. However, the Payment Type fields are still grayed out for our Processors. Is there anywhere else that I need to change in order for the field to be modifiable?

*I understand that this field still be read-only for credit card transactions, but we want it to be modifiable for our processors when our users are choosing other payment types incorrectly. 

Thanks,
Robin

[KevinD]

@rchang I did a little searching for this topic internally and this is what I found. Since the Payment Type field is a System field, even if you set it to Modify for Processors, it will not actually change. The article went on to say that the report will need to be sent back and the employee will need to change it.

[rchang]

Well that's a bit... silly - for allowing the config to be set to modify but doesn't actually allow it. Is that the same case for allocations as well? Because we're running into the same issue for allocations. 

[KevinD]

@rchang silly is one way to put it. I thought allocations could be changed by processors. I know I've heard other customers say they leave allocations to the processors, but I'd need to take a look. 

Do you have an example I can look at?

[PoojaKumatkar]

Hi @rchang , @KevinD ,

Regarding allocation point, I tried it in our sandbox, and I was able to modify allocation from processor screen. 

User screen:

Processor Screen before modifying allocation:

Processor screen after modifying allocation:

Configuration: 

Give modify permission for Expense Processor and Expense Processor Manager role. With this access processor would be able to modify allocations. If you don't give modify permission to expense processor manager role then you won't be able to modify allocations. 

Note - Above observation is given based upon my testing.  

If this answers your query, then please mark solution as accepted.