Understanding Payment Method Setup

Before you can set up payment methods, you must:

• Set up financial ChartField data.

  See Setting Up Financial ChartField Data.

• Set up learning environments.

  See Defining Learning Environments.

• Set up customer organizations.

  See Defining Customers.

• Set up external learner profiles.

  See Reviewing and Defining External Learner Data.

Enterprise Learning Management supports several payment methods for enrollment and registration fees. Available payment methods during enrollment or registration depend on the type of learner who is requesting the training and the learner's organization. Internal learners can use only chargebacks to pay for class and program fees. External learners can use chargebacks, training units, purchase orders, credit cards, cash, and checks, depending on the payment methods that you enable for the customer organization to which the learner belongs.

Follow these steps to set up payment methods:

1. Select payment methods for your organization.

   See Payment Methods Page.

2. Select payment methods for each learning environment.

   See Learning Environment - Defaults Page.

3. Select payment methods and define training unit pools for each customer organization.

   See Payment Information Page.

4. Manage training unit pools for each customer organization.

   See Maintain Training Units Page.

5. Set up and manage purchase orders for each customer organization.

   See Setting Up and Managing Purchase Orders.

6. Assign training unit pools and purchase orders to external learners.

   See Profile Info Page.