Named Customer Exceptions

Individual assignment is useful for a strategic account, pilot customer or temporary payment-method exception.

Create a clearly named profile, assign the customer and choose the existing methods they may use. Give it a lower priority number than the customer's broader group profile when the exception should take precedence.

The profile still belongs to one website and its conditions still apply. Add an expiry process outside the extension if the exception is temporary, because Payment Profile has no profile validity date or approval workflow.

It also does not create special terms or credit limits. Those must be provided by the selected payment method or an external business system.