Back Office Settings

Path: Settings > Back Office Settings

3.1.5.1. Back Office Integration tab

The Back Office Connection settings facilitate communication between the website and Dynamics GP Back Office. Click the Save button to make any changes permanent.

FIELD DESCRIPTION

Back Office Connection This field is filled in by Nodus during the initial installation. Thereafter, if there are any changes to the client’s Transact Service back office URL/Domain, the customer must update the URL and click the Save button at the bottom of the page.

Store ID Click the Reset button to acquire a Nodus Synchronizer- generated Store ID.

Functional Currency Click the Import Functional Currency link to import the existing functional currency into ePay from Dynamics GP.

IMPORTANT: This must be done prior to using ePay Advantage.

Submit Documents to Back Office in real-time

Leave this checkbox marked to allow transactions to be processed in real-time.

If unchecked, the Nodus scheduler will submit the documents to Dynamics GP. If the Nodus scheduler service is stopped, all documents will stay in ‘Pending’ tab until scheduler service is restarted.

Figure 3-11 Back Office Integration

3.1.5.2. Customer Options tab

The Customer Options section enables the user to configure reference information such as the customer number. Click the Save button at the bottom of the Back Office Settings page to make any changes permanent.

FIELD DESCRIPTION

Customer Prefix Allows a unique customer identifier to be associated with a newly created customer. All newly created customer accounts integrates into Dynamics GP will have the predefined customer prefix so user would know these accounts were not generated from Dynamics GP.

NOTE: This function is only used with the eSOP module where CSR user can create new customer account on ePay.

Customer Number Length Allows the length of the customer account to be adjusted as need. Dynamics GP allows maximum length of 15 characters as customer number.

NOTE: This function is only used with the eSOP module where CSR user can create new customer account on ePay.

Allow Customer Registration Marking this checkbox allows customers to register themselves without administrator or CSR assistance. However, the

customer must exist in Dynamics GP before they can self- register/activate their account.

IMPORTANT: If unchecked, the customer will not be able to activate their account.

CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the

understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, Inc.

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Figure 3-12 Customer Options

3.1.5.3. Payment Options

Similar to Customer Options, the Payment Options section sets up the payment document reference identification information. Click the Save button at the bottom of the page to save any changes.

FIELD DESCRIPTION

Payment Prefix Allows the user to enter a unique prefix to help identify the

payment number. Type “NEW”, “PYMT” or whatever is appropriate for your company’s use. This will be the prefix for the GP payment receipt number.

Payment Number Length Define a character length for the payment document number, including the prefix. Type ‘16’ in the Payment Number Length box to allow payment document with 16 characters.

NOTE: Dynamics GP allows maximum of 17 characters for Cash Receipt Payment document.

Payment Batch Prefix Allows the user to enter a unique prefix to identify the payment batch. Type ‘EPAY’ in the Payment Batch Prefix box unless a different batch prefix identifier is desired.

NOTE: Payment’s Batch Name in GP will have the following format <Specified Batch Prefix + CurrentDate> (ex: EPAY20090101)

Finance Charge Prefix Allows the user to enter a unique prefix to identify the finance charge document number. In the Finance Charge Prefix box, type ‘FC’ unless a different finance charge prefix identifier is desired.

NOTE: This setting is only used by Installment Payment module.

interest batches. Type ‘UNAPP’ in the Unapplied Interest Batch Prefix box unless a different prefix identifier is desired.

NOTE: The Finance Charge settings are only required if you have Installment Payment module where ePay would create a finance charge document in order to apply the accrued interest payment.

CONFIDENTIALITY NOTICE - The information contained in this document is confidential and proprietary. This document is to be used with the

understanding that it will be held in strict confidence and not used for reasons unrelated directly to the specific purpose of this document. No part of the document may be circulated or reproduced for distribution outside the Client organization without prior written permission from Nodus Technologies, Inc.

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3.1.5.4. Card Name Mapping

This area is where credit card names are mapped for Dynamics GP credit cards. Leaving a credit card field blank will make that card type unavailable to users on the website. These fields will be blank by default after ePay Advantage is installed.

1. Type in the credit card name as shown below for each credit card type to be accepted.

NOTE: Users who choose not to accept a specific credit card type can leave the text box blank for that credit card. The populated card name must exist and match with Dynamics GP credit card names located in GP under Tools > Setup > Company > Credit Cards

2. Click the Save button at the bottom of the page

NOTE: Once the card name has been used on a payment transaction, it will be grayed out and user will no longer be able to update.