Default payment method per Account

• Type: Story
• Status: Closed
• Priority: Critical
• Resolution: Fixed
• Affects Version/s: None
• Fix Version/s: 7.4 DXP U11, 7.4 DXP U16
• Component/s: Order Management
• Labels:
  • SMC
  • must-have
  • pt-app-security-review
  • pt-upgrade-review
• Business Value (single choice): 1
• Epic Link: Faster Checkout with Account Defaults
• Sprint: Commerce Sprint 07 - Mar/2022
• Story Points: 8
• Git Pull Request: https://github.com/liferay-commerce/liferay-portal/pull/2323

As a Sales Manager

I want to be able to set a default payment method per Account

So that for particular Accounts the payment method is pre-set on their orders

 

Acceptance Criteria

1. In settings for each Account a new field;
   1. Default payment method
   2. Contains a dropdown of all active payment methods (sorted alpha numerically by localised name )
   3. Single select
   4. Also appearing on the list is "Use Priority Settings"
   5. Default is set to "Use Priority Settings"
2. Changing the default here means that this particular payment method is set as default for any order created for this Account (if eligible)
3. To be eligible for order; 
   1. Default payment method must be linked to the channel the order is being created for
   2. Default payment method must be linked to the Order type of the order
   3. If not, then use the highest priority eligible payment method as the default on the order
4. If a default payment method has been set for an Account and this payment method is later deleted", then the Default payment method for that account reverts to "Use Priority Settings"

Note:

1. If a default payment method has been set for an Account and this payment method is later marked as Inactive", then the Default payment method remains on that account but is shown as Inactive (NOT TO DO, since we linked the payment method directly, we are not aware of the payment method status in a given channel)