Processing Chargebacks 9-3
2.
The transaction is recorded in the system. The administrator should make sure there are transactions in place to cover as many variations as possible regarding
actions on physical items. In this way chargeback can be made more automatic and require less individual attention for each request made for a physical item.
3.
The administrator generates an invoice, either automatically through using scheduled invoices or manually by generating individual invoices.
4.
The invoice is sent to the customer according to business procedures. The Physical Content Management functionality does not e-mail invoices or otherwise deliver
them.
5.
The bill is paid or otherwise considered paid according to company procedures.
6.
After the bill is paid, the administrator marks the invoice as paid within the Physical Content Management feature.
9.2 Configuring Chargeback Processing
Administrators set up charge types, payment types, and customers.
The out-of-the-box Physical Content Management functionality comes with the following predefined charge actions:
■
Creation : A user is billed if a physical item is created.
■
Destruction : A user is billed if a physical item is destroyed.
■
Reservation : A user is billed if a reservation request is made for a physical item.
■
Storage : A user is billed if a physical item is stored.
The out-of-the-box Physical Content Management functionality comes with the following predefined payment types:
■
Credit Card : To charge a customer paying with a credit card.
■
Check : To charge a customer paying by check.
9.2.1 Creating or Editing a Charge Type
Use this procedure to create a new charge type to be used for chargebacks.
1. Click Physical then Configure from the Top menu. Click Charges then Type.
The Configure Charge Type Page
is displayed.
2. Click Add.
The Create or Edit Charge Type Page
is displayed.
Permissions: The PCM.Admin.Manager right is required to perform
this action. This right is assigned by default to the PCM Administrator role. In addition, the chargeback feature has its own set of rights
which define what users can do in this area.
Permissions:
The PCM.Admin.Manager right and the CBC.ChargeBacks.Create right are needed to perform this action.
These rights are assigned by default to the PCM Administrator role.
9-4 Oracle Fusion Middleware Users Guide for Universal Records Management
3. Specify the properties of the charge type and click OK.
The new charge type is now added to the top of the list on the Configure Charge
Type Page .
To modify a page, select the item to edit in the list of items and click Edit Charge Type from the item’s Action menu. Modify the properties as required and click OK when
finished.
9.2.2 Viewing a Charge Type
Use this procedure to view the properties of an existing charge type.
1. Click Physical then Configure from the Top menu. Click Charges then Type.
The Configure Charge Type Page
is displayed.
2. In the list of charge types, select the item and click the item’s Info icon.
The Payment Type Information Page
is displayed listing all properties of the existing charge type.
9.2.3 Deleting a Charge Type
Use this procedure to delete an existing charge type.
1. Click Physical then Configure from the Top menu. Click Charges then Type.
The Configure Charge Type Page
is displayed.
2. In the list of existing charge types, select the item to edit, and click Delete Charge
Type
in the item’s Action menu or select an item’s checkbox and click Delete in
the Table menu. The charge type is deleted.
9.2.4 Creating or Editing a Payment Type
