Fail on Address Mismatch
The Fail on Address Mismatch enforces correct address verification. If this feature is activated cards that do not match the address will be denied even if the rest of the transaction is correct. Fail on Address Mismatch can be turned on or off for each Setup ID. Some banks and processors will charge less if using the Fail on Address Mismatch feature.
To Activate Fail on AVS:
1.
Open the Credit Card Advantage Setup window:
Transactions ⇒ Sales ⇒ CC Advantage ⇒ Setup.
2.
Enter the Setup I D for which you would like to activate Fail on Address Mismatch
3.
Mark the Fail on Address Mismatch checkbox.
4.
Choose Save.
Fail on ZIP Mismatch
The Fail on ZIP Mismatch enforces correct zip code verification. If this feature is activated cards that do not match the zip code will be denied even if the rest of the transaction is correct. Fail on ZIP Mismatch can be turned on or off for each Setup ID. Some banks and processors will charge less if using the Fail on ZIP Mismatch feature.
To Activate Fail on AVS:
1.
Open the Credit Card Advantage Setup window:
Transactions ⇒ Sales ⇒ CC Advantage ⇒ Setup.
2.
Enter the Setup ID for which you would like to activate Fail on ZIP Mismatch
3.
Mark the Fail on ZIP Mismatch checkbox.
4.
Choose Save.
Entering More than One Credit Card for a Single Document
Multiple credit card payments for a single transaction may be entered in the Invoicing and SOP modules. When entering multiple payments, the payments must each be verified separately in real-time.
To enter multiple credit card payments for a single transaction:
1.
Enter or select a Dynamics / eEnterprise transaction in an SOP or Invoicing window, enter an amount in the Amount Received field and tab out to open the Payment Entry window.
2.
In the Payment Entry window, fill in the amount for the first payment.
3.
If it is an Order, select Credit Card Deposit as the payment type for a Sale, or select Credit Card Payment as the payment type for a Book. If it is a Sale or Return, select Credit Card Payment as the payment type and tab off the field to open eTransaction Entry window.
4.
The eTransaction Entry window will open. Fill in the window as appropriate for that transaction.
5.
To process each payment in real-time choose Process after entering the credit card transaction information.
6.
Repeat steps 2 - 5 for each credit card payment for the sales document.
Multicurrency Transaction Processing
Multicurrency processing is supported by Credit Card Advantage. All information will be reported in the functional currency of Great Plains. The transaction amount will be automatically converted based on the exchange rate from Great Plain’s setup tables. The amount that is sent will be the one listed in the eTransaction Entry window. The transaction will be processed in the currency set in the Credit Card Advantage Setup window. All records only keep the transaction amount in the functional currency.
Automatically Renew Expired Book Transactions
The expired book transactions can be automatically renewed without user participation if Auto Renew Expired Book is selected in the Setup window. After the automatically renew, the expiration date for the book transactions will be updated. However, if the renew process fails, a rebook batch will be created, similar to the ones produced during manually renew. In that case, users need to open Batch Verification window to take further actions on the denied transactions.
To Setup Auto Renew Expired Book:
1.
Open the Credit Card Advantage Setup window:
Transactions ⇒ Sales ⇒ CC ADVANTAGE ⇒ Setup.
2.
Mark Auto Renew Expired Book.
3.
Click Save.
Multiple Booking
Multiple booking allows a document to be associated with several book transactions. Users are able to selectively book and ship items in the same document. All the book transactions associated with the document are listed in Authorized Transactions window, which automatically opens when the corresponding document is displayed in the Sales Transaction window. If using the multiple booking feature the entire book amount will be sent for processing.
If you wish to ship less than the amount that is booked then you will need to change the amount in the Authorized Transactions window (refer to Authorized Transactions window section).
N N O O T T E E : :
More than one book transaction can be issued for a single line item.
W W A A R R N N I I N N G: G :
Enabling Multiple Booking feature from the Setup window will cause the ship amount equal to the book amount if processed from Batch Verification window. Please make sure not to overbook the document when Multiple Booking is allowed.
To Set Up Multiple Booking:
1.
Open the Credit Card Advantage Setup window:
Transactions ⇒ Sales ⇒ CC Advantage ⇒ Setup .
2.Select a Setup ID from the lookup window opened by
clicking the lookup button.
3.
Check the option “Allow Multiple Booking”.
To Run Multiple Booking:
1.
Open the Sales Transaction Entry window:
Transactions
⇒Sales
⇒Sales Trx Entry.
2.
Create an invoice or an order.
3.
Open eTransaction Entry window and book the first amount you wish to book.
4.
Close the Confirmation window and go back to the Sales Transaction Entry window.
5.
Repeat steps 2 – 4 for all bookings that you would like to complete.
N N O O T T E E : :
You can create a book transaction based on item by item, or specific amounts. The book that is created is only tied to a specific dollar amount, not a line item. This feature is not designed to work with Partial Shipping.
Partial Shipping
Partial Shipping is useful when the booked quantities in a Sales Order exceed the number of items available. While transferring the Order to an Invoice, the shortage part will be automatically placed into a Back Order, and a new book transaction will be processed for the Back Order document. User must select
“Allow Partial Shipping” in CCA Setup window to activate this feature for individual Setup ID.
To Set Up Partial Shipping:
1.
Open the Credit Card Advantage Setup window:
Transactions
⇒Sales
⇒CC Advantage
⇒Setup .
2.Select a Setup ID from the lookup window opened by
clicking the lookup button.
3.
Check the option “Allow Partial Shipping”.
To Run Partial Shipping:
1.
Open the Sales Transaction Entry window:
Transactions
⇒Sales
⇒Sales Trx Entry.
2.
Select “Order” as the document type.
3.
Enter items with quantities exceeding the number available at hand.
4.
When “Sales Quantities Shortage Options” window opens up, select “Back Order Balance”.
5.
Process the book transaction.
6.
Click Transfer button.
7.
When the Sales Transfer Documents window opens, under the order select the options: Transfer to Invoice, Include Totals and Deposits, Create Back Order, click the Transfer button. The order will be transferred into an Invoice and a Back Order.
8.
The original book transaction will be associated with the new Invoice; a new book transaction with the shortage amount will be processed and associated with the Back Order.
W W A A R R N N I I N N G G : :
Although we support Partial Shipping, we do not support Partial Sales, where a Sales Order is processed and then transferred to an Invoice and a Back Order. In Partial Sales, the original payment will be attached to the new Invoice and there will be no payment attached to the new Back Order.
Telephone Authorizations
On occasion it may be necessary to obtain transaction approvals via the telephone rather than through the standard interface. This can be required if an internet connection is down or, if the card holder has requested an added level of security. When a telephone authorization is obtained, it is necessary to enter the transaction as a Force in Credit Card Advantage. Entering the transaction as a Force creates the proper accounting entries in Dynamics / eEnterprise without needing to re-verify the transaction. To enter the Force, follow the steps for Entering Credit Card Transactions. See Force Transactions in the Transaction Types section.
Deleting and Voiding Dynamics/eEnterprise Sales Transactions
If you delete or void a Sales transaction that has a Credit Card payment attached to it, the credit card payment is handled one of three ways:
§ The Credit Card transaction will be deleted if it has not yet been sent for verification.
§ A reversing Void transaction will be generated if the original CC transaction has been verified but not settled.
§ A reversing Credit transaction will be generated if the original CC transaction has been settled.
The reversing transaction will be generated upon deletion of the Sales transaction. They can be processed immediately in Real-time. If a reversing transaction from a deleted document is not successfully processed, the transaction will be saved to a Deleted Transaction batch. The deleted transaction batch can be processed from the Batch Verify window. See Processing Credit Card Transactions – Batch Mode.