User`s Guide - Nodus Technologies

Transcription

Credit Card Advantage™ 9.0
User’s Guide
© 2007 Nodus® Technologies, Inc. - All Rights Reserved.
CREDIT CARD ADVANTAGE™ 9.0 USER’S GUIDE
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Table of Contents
TABLE OF CONTENTS ............................................................................................2
PREFACE .................................................................................................................9
Introduction ...........................................................................................................9
Product Features ...................................................................................................9
Terms Used in this Guide.....................................................................................10
How it All Works...................................................................................................12
PART I: INSTALLATION AND UPGRADE .............................................................13
New Installation...................................................................................................13
Checking System Requirements....................................................................... 13
Obtaining the CCA*.exe ................................................................................... 13
To obtain CCA*.exe:................................................................................... 13
Running the CCA*.exe ...................................................................................... 14
To run the CCA*.exe: .................................................................................. 14
Including New Code.......................................................................................... 15
To include new code:................................................................................. 15
Product Registration Key ................................................................................... 15
To enter Product Registration Key:............................................................ 16
Running Installation Routines ............................................................................ 16
To run installation routines: ......................................................................... 16
Encrypting ABA, Account Number, SSN.......................................................... 17
To run encryption routines:......................................................................... 17
Recommended Great Plains Settings................................................................18
Upgrade Instructions...........................................................................................18
Latest Builds ......................................................................................................... 18
Modified Forms and Reports ............................................................................. 18
Customizations .................................................................................................... 19
Uninstalling Credit Card Advantage .................................................................19
To uninstall Credit Card Advantage: ....................................................... 19
To uninstall Nodus Framework: .................................................................. 20
PART II: GENERAL ETRANSACTION INFORMATION .........................................21
Transaction Types................................................................................................21
Sale ....................................................................................................................... 21
Book...................................................................................................................... 21
Ship ....................................................................................................................... 22
© 2007 Nodus Technologies, Inc. – All Rights Reserved
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Credit.................................................................................................................... 22
Force .................................................................................................................... 23
Force – Local ....................................................................................................... 24
Void ...................................................................................................................... 24
Settlement............................................................................................................24
PART III: CREDIT CARD ADVANTAGE™ WINDOWS .........................................25
Credit Card Advantage™ Setup Window.........................................................25
Generic Setup ID ................................................................................................ 25
Inside of Great Plains Generic Setup ID.......................................................... 25
Through Connection Manager, Generic Setup ID........................................ 29
Advanced Setup ID ........................................................................................... 30
To enter in additional fields that are part of the Advanced Setup ID: 30
To specify additional Transaction Setup: ................................................. 31
Company Default Setup Window ......................................................................35
To create a Default Company Setup: ..................................................... 36
User CC Advantage Security Setup Window ....................................................36
To setup User Security for CREDIT CARD ADVANTAGE™: ...................... 37
CC Advantage Book Duration Window ............................................................38
To setup a Book Duration for a credit card:............................................ 39
General Setup .....................................................................................................39
Shortcut Keys ....................................................................................................... 40
To setup Shortcut Keys:............................................................................... 40
Disable Transaction Entry Auto Open.............................................................. 40
To Disable Transaction Entry Auto Open: ................................................ 40
Email Functionality.............................................................................................. 41
General Email Setup.......................................................................................... 41
To Complete General Email Setup: .......................................................... 41
Shipment Confirmation Setup.......................................................................... 41
To Complete Shipment Confirmation Setup: .......................................... 41
Email Receipt Setup .......................................................................................... 42
To Complete Email Receipt Setup:........................................................... 42
AutoBatch Setup .................................................................................................42
To Setup an Auto Batch Setup ID: ............................................................ 43
eTransaction Entry Window ................................................................................43
Opening the eTransaction Entry Window ....................................................... 44
Creating a Great Plains Sales Document ....................................................... 44
To create a Great Plains Sales Document:.............................................. 45
Fields in the eTransaction window ................................................................... 45
Processing Electronic Transactions .................................................................. 48
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To Process an Electronic Transaction: ...................................................... 49
Handling Approved Transactions..................................................................... 50
Handling Denied Transactions.......................................................................... 50
Dealing with Receipts ........................................................................................ 50
CC Advantage Batch Verification Window ......................................................50
Creating Batch Transactions............................................................................. 52
To create a Microsoft Dynamics GP sales document: .......................... 52
To create Batch Mode Transactions: ....................................................... 52
To Process Credit Card Transactions - Batch Mode:.............................. 53
To Print Individual Batch Receipt Report: ................................................ 53
Deleting a Credit Card Batch........................................................................... 53
To Delete a Credit Card Transaction Batch: ........................................... 54
Handling Approved Batches ............................................................................ 54
Handling Denied Batches ................................................................................. 54
To resubmit denied batch mode transactions: ...................................... 54
Dealing with Reports .......................................................................................... 55
Batch Transactions..............................................................................................55
To open the Batch Transactions window:................................................ 56
To view more detailed information: ......................................................... 56
To make changes to transaction information:........................................ 56
Deleting a Credit Card Transaction from a Batch......................................... 56
To Delete a Credit Card Transaction Batch: ........................................... 57
CCA Auto Batch..................................................................................................57
Setup to use Auto Batch with Credit Card Transactions .............................. 58
Setup to use Auto Batch with ACH/eCheck Transactions............................ 58
Creating Batch Mode Transactions with Auto Batch.................................... 58
To use Auto Batch feature: ........................................................................ 59
To print Auto Batch reports: ....................................................................... 59
Authorized Transactions Window.......................................................................60
Shipping Booked Transactions.......................................................................... 60
To ship from Authorized Transaction:........................................................ 60
Voiding Booked Transactions ........................................................................... 60
To void from Authorized Transaction: ....................................................... 61
CC Advantage Denied Transactions.................................................................61
To Correct Denied Batch Transactions: ................................................... 61
To Use the Denied Batch Transactions Note: .......................................... 62
CC Advantage Customer Inquiry......................................................................62
General Viewing for CC Advantage Customer Inquiry................................ 63
To View the CC ADVANTAGE Customer Inquiry window:..................... 64
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Processor Response Message........................................................................... 64
To Print the Credit Card Transactions Report and Historical
Transactions Report:.................................................................................... 65
Card Transaction Reports ...................................................................................65
To Generate Credit Card Transaction Reports: ...................................... 66
End of Day Procedure.........................................................................................67
To Preview Credit Card Activity before Settlement: .............................. 68
To Print Historical Settlement Reports:....................................................... 69
To Print Daily Transactions Reports: ........................................................... 69
CCA Expired Book Batches................................................................................70
Manually Extend ................................................................................................. 70
To Manually Extend Expired Book Transactions: ..................................... 71
Renew Book Duration ........................................................................................ 71
To renew an expired book batch:............................................................ 71
Delete Book Transaction.................................................................................... 72
To delete an expired book batch: ........................................................... 72
Handling Renewed Book Transactions............................................................ 72
Handling Denied Transactions.......................................................................... 73
CCA Expired Book Transactions window ..........................................................73
To drill down on an expired book batch: ................................................ 74
Remove History ...................................................................................................74
To Run Remove CCA History:..................................................................... 74
Auto Reconciliation ............................................................................................75
To obtain an import file for Auto Reconciliation:.................................... 76
To import a file for Auto Reconciliation:................................................... 76
To reconcile a file: ....................................................................................... 77
Expired Customer Cards ....................................................................................77
To update customer with expired cards:................................................. 77
To delete expired cards: ............................................................................ 78
Credit Card Setup Window.................................................................................78
To create or update a new credit card: ................................................. 79
Default Card Setup ............................................................................................ 79
To enter default card information directly in Dynamics GP:................. 79
Mark Deposits......................................................................................................80
To mark transactions in Bank Deposits: .................................................... 81
Archive Inquiry....................................................................................................81
To view transactions in Archive Inquiry: ................................................... 82
Nodus Process Hold Setup .................................................................................82
To Setup Nodus Process Hold: ................................................................... 83
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Nodus Contract Detail ........................................................................................83
PART IV: ADVANCED FEATURES .......................................................................85
Credit Card Number Validation.........................................................................85
Fail on Address Mismatch ..................................................................................85
To Activate Fail on AVS in Credit Card Advantage:.............................. 85
Fail on ZIP Mismatch ...........................................................................................86
To Activate Fail on ZIP in Credit Card Advantage: ................................ 86
Processing with CVV2 .........................................................................................86
Fail on CVV2 Mismatch ......................................................................................87
To Activate Fail on CVV2 Mismatch: ........................................................ 87
To Activate Fail on CVV2 Mismatch: ........................................................ 87
Encore.NET Integration .......................................................................................88
To Add Contract Information: ................................................................... 88
Entering More than One Credit Card for a Single Document..........................88
To enter multiple credit card payments for a single transaction: ........ 89
Multicurrency Transaction Processing...............................................................89
Automatically Renew Expired Book Transactions ............................................89
To Setup Auto Renew Expired Book: ........................................................ 90
Multiple Booking .................................................................................................90
To Set Up Multiple Booking:........................................................................ 92
To use Multiple Booking: ............................................................................. 92
Partial Shipping ...................................................................................................92
To Set Up Partial Shipping:.......................................................................... 93
To use Partial Shipping:............................................................................... 93
Send Tracking Email ...........................................................................................94
Setting up Carrier/Tracking Number Custom Link.......................................... 95
To create a Carrier/Tracking Number Custom Link:............................... 96
Setting a Default Email Address for the Company........................................ 97
To set a Default Email for the Company:................................................. 97
Setting a Default Email Address for a Customer ............................................ 98
To set a Default Email for a Customer:..................................................... 98
The Email Body Template File............................................................................ 99
Email Receipt ....................................................................................................101
Telephone Authorizations.................................................................................103
View CCA Encrypted Credit Card Number ....................................................104
To view CCA encrypted credit card number:...................................... 104
Deleting and Voiding Dynamics GP Sales Transactions................................105
Using Sales Workflow ........................................................................................106
To use Sales Workflow: .............................................................................. 106
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Transfer Multiple Batches..................................................................................106
Level 2, 3 Processing.........................................................................................107
PART V: TASK SCHEDULER .............................................................................108
Setup ..................................................................................................................108
To Setup Task Scheduler:.......................................................................... 109
Set Auto Batch Creation Time ..........................................................................109
Set Batch Processing Time................................................................................110
End of Day Scheduler Setup.............................................................................110
APPENDIX A: TROUBLESHOOTING ..................................................................112
APPENDIX B: FILES/TABLES CREATED BY CREDIT CARD ADVANTAGE™ .113
Data Files ...........................................................................................................113
In the Dynamics or System database: .......................................................... 113
In each Company database:........................................................................ 113
Other Files Installed Directory ..........................................................................114
APPENDIX C: AUTHORIZE.NET GATEWAY.......................................................117
Testing ................................................................................................................ 117
To Test CREDIT CARD ADVANTAGE™ with Authorize.Net:................... 117
Reconciling CREDIT CARD ADVANTAGE™ ................................................... 118
Transaction Type Names................................................................................. 118
APPENDIX D: CYBERSOURCE GATEWAY........................................................119
Generating Certificates................................................................................... 119
To Generate Certificates: ........................................................................ 120
Testing ................................................................................................................ 120
To Test CREDIT CARD ADVANTAGE™: .................................................... 120
To Run CyberSource Daily Activity Reports: .......................................... 121
APPENDIX E: LITLE GATEWAY..........................................................................122
APPENDIX F: MONERIS GATEWAY ..................................................................123
Testing ................................................................................................................ 123
To Test CREDIT CARD ADVANTAGE™ with the Moneris: ...................... 123
APPENDIX G: N3C GATEWAY ...........................................................................125
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Testing ................................................................................................................ 125
To Test CREDIT CARD ADVANTAGE™ with Paypal: .............................. 125
APPENDIX H: ORBITAL GATEWAY...................................................................126
To Run Paymentech Reports: .................................................................. 128
APPENDIX I: PAYPAL GATEWAY......................................................................129
Testing ................................................................................................................ 129
To Test CREDIT CARD ADVANTAGE™ with Paypal: .............................. 129
APPENDIX J: USA EPAY GATEWAY.................................................................130
Testing ................................................................................................................ 130
To Test CREDIT CARD ADVANTAGE™ with USA ePay:.......................... 130
APPENDIX K: VERISIGN GATEWAY .................................................................131
Testing ................................................................................................................ 131
To Run VeriSign Daily Activity Reports: ................................................... 133
APPENDIX L: WELLS FARGO GATEWAY.........................................................134
Testing ................................................................................................................ 134
To send Merchant Information to Wells Fargo Gateway: ................... 136
To Run Wells Fargo Reports: ..................................................................... 136
APPENDIX M: TECHNICAL SUPPORT ..............................................................138
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PREFACE
Introduction
Nodus CREDIT CARD ADVANTAGE™* allows users to enter electronic
transactions directly into their Microsoft Dynamics GP Sales module and have
those payments VERIFIED VIA THE WEB without leaving the Microsoft Dynamics
GP environment. CREDIT CARD ADVANTAGE™ integrates with each of the
main sale modules. Electronic transactions can be processed individually in
real-time mode or saved to a batch for efficient bulk processing.
CREDIT CARD ADVANTAGE™ allows for the use of multiple merchant
identifiers within the same company, interfaced with multiple processor and
payment gateways. With its web-based design, transaction processing is fast,
secure, and reliable. CREDIT CARD ADVANTAGE™ has a long list of features
which are detailed in this User’s Guide.
*Patent Pending
Product Features
Nodus CREDIT CARD ADVANTAGE™ is designed to work seamlessly with
Microsoft Dynamics GP. Features include:
eTransaction verification from all Microsoft Dynamics GP Sales module
entry screens
Real Time (on the fly) verification
Batch mode verification
Complete multi-user capability
Supports numerous processors
Works with multiple payment gateways
Streamlines Sales Order Processing and Invoicing payment entry
Ability to pre-reserve funds for guaranteed approval when shipping
Web-based design eliminates modem problems
Automated batch creation
Fail on ZIP and Address features
Supports Level 3 security (see section on Level 2,3 processing for list of
supported gateways)
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Provides many useful reporting windows
Supports multiple cards per customer
*For all features you must purchase the Professional version of Credit Card
Advantage. Other versions will have functionality disabled.
In addition to the built-in features above, CREDIT CARD ADVANTAGE™ has
been designed to easily integrate with other accounting systems: POS
systems, CRM systems and other custom integration. A Software Developer Kit
(SDK) is available for developers to build integrations from their clients system
to CREDIT CARD ADVANTAGE™. Developers: please contact Nodus for
further details and a copy of the CREDIT CARD ADVANTAGE™ SDK.
Terms Used in this Guide
Various terms are used throughout the credit card industry. Often several
different terms may have the same meaning. This section will define which
terms we have chosen to use and what they mean. For additional terms
please visit our online Glossary.
Terms referring to specific transaction types are not covered in this section.
For example, a ‘Pre-Authorize’ transaction at one processor may be called a
‘Book’ transaction by a different processor. Transaction Types terms are
covered in their own section Transaction Types.
Back Engine
Referred to as Payment Gateway
Payment Gateway
The software and / or service that transmit the e-transactions to
the processor. CREDIT CARD ADVANTAGE™ sends
transactions from the accounting software through the payment
gateway. Examples of a payment gateway are VeriSign and
Paylinx. A payment gateway is also referred to as a back-engine,
gateway or processing engine.
Processing Engine
Referred to Payment Gateway
Processor
The processor is also known as a network. The processor is a
middle-man between the merchant and the customer’s bank. The
processor allows the merchant to connect to the approving bank
(cardholder’s bank) to check the validity of the card and the
availability of the funds and sends a response through a payment
gateway.
Accounting System Integration
The accounting system integration is the most visible piece of
CREDIT
CARD
ADVANTAGE™.
The
accounting
system
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integration is where the e-transactions are entered. It is also the
piece that writes the proper payments to the accounting data. AKA
“Back Office Support”, “Back Office Integration”, “UI” (“User
Interface”).
Payment Gateway Connector
The payment gateway connector is the part of CREDIT CARD
ADVANTAGE™ that connects the accounting system integration
to the payment gateway. AKA “Com Component”.
Electronic Transaction
(e-Transaction). A transaction that is processed electronically.
The transaction can be done using a credit card, an eCheck, or an
ACH payment.
Reference Credits
A credit transaction that is issued with information from a previous
transaction. To perform this transaction you would need a
Transaction ID.
Non-Referenced Credits
A credit transaction that is issued without any previous
transaction. To perform this transaction you would not need a
Transaction ID.
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How it All Works
Below is a graphic representation of the transaction flow when using CREDIT
CARD ADVANTAGE™.
The red dashed line represents the Request.
The blue dotted line represents the Response.
The green solid line represents Settlement.
Nodus
Accounting
System
Integration
Nodus
Payment
Gateway
Connector
Payment
Gateway
(eg. VeriSign)
Processor
(eg. Nova)
Customer’s
Bank
Account
Company’s
Bank
Account
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PART I: Installation and Upgrade
New Installation
Credit Card Advantage must be installed on all machines where Microsoft
Dynamics GP is installed.
There are several steps to installing CREDIT CARD ADVANTAGE™. Each
section below covers one of the steps detailed below.
Checking System Requirements
Obtaining the CCA*.exe
Running the CCA*.exe
Including New Code
Attaching the Registration Window
Running Installation Routines
Entering Accounting System Integration Key
Checking System Requirements
Before installing CREDIT CARD ADVANTAGE™ make sure the system meets
the following minimum requirements:
Operating System must be Windows 2000, Windows XP, Windows NT
or Windows 2003 latest service pack is recommended.
The latest service pack of Microsoft Dynamics GP must be installed.
Workstation must have constant live connection to the Internet in
order to process credit card transactions.
The workstation must meet the minimum hardware requirements of
the Microsoft Dynamics GP system.
Obtaining the CCA*.exe
The most current version of Credit Card Advantage™ is available for
downloading from our website.
To obtain CCA*.exe:
1. Visit http://www.nodustech.com.
2. Click Products > Downloads.
3. Enter in the required information and click “Submit”.
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4. Select the “Credit Card Advantage™” link based on
your current system settings.
5. Scroll down until you see the version you require:
[Microsoft Dynamics GP]
6. Under that section right click the link and select “Save
Target As.”
7. Enter a location to save the file, and click “Save” to
copy the file to your computer. It is a good idea to
save the file to a location that will be accessible to
other computers on your local network.
Running the CCA*.exe
To run the CCA*.exe administrative privileges are required on the
environment. The install needs to be run on each workstation that
Microsoft Dynamics GP installed. If you are using a terminal service
style environment then the install needs to be run on the hosting box.
When running the installation you must be logged in as the computer
“Administrator.” The install routines perform the following tasks:
Installs the Nodus Framework, which contains the various .dlls, system
files, and payment gateway software and connectors on the local
drive
Copy the cca*.cnk file to the Microsoft Dynamics GP launch directory
Copy necessary template and .dll files to the Microsoft Dynamics GP
launch directory
Attach the User Guide and Release Notes to the Windows Start menu
To run the CCA*.exe:
1. Login to the computer with administrative privileges.
It is a good idea to go to command prompt and type
“change user /install” before beginning.
2. Navigate to the location where you saved the
CCA*.exe file and double click that file.
3. Follow the on-screen instructions.
4. When asked where Microsoft Dynamics GP is installed,
change the default location to match your Microsoft
Dynamics GP launch directory.
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5. The Nodus Framework will automatically install if it is
not already installed. If the Nodus Framework is
installed it will ask you if you want to upgrade the
Nodus Framework.
Including New Code
After running through the install for CREDIT CARD ADVANTAGE™ new code
will need to be included. This will convert the CNK file to a DIC file. The DIC
file holds the information for the CREDIT CARD ADVANTAGE™ windows to
work.
To include new code:
1. After completing the installation, launch Microsoft
Dynamics GP.
2. When prompted, choose Yes to include new code.
Product Registration Key
After purchasing CREDIT CARD ADVANTAGE™, Nodus will provide you an
accounting system integration key. This key will activate the software for
use for a specified Registered Site ID. To preview CREDIT CARD
ADVANTAGE™ before purchase, you can use “Fabrikam, Inc.” without a
registration key. To use the product with actual company data, the
accounting system integration key must be entered.
NOTE: The version and build in the window will
be different from the one you have installed.
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To enter Product Registration Key:
1. Open the CC Advantage Registration window by
going to Tools > Setup > System > Credit Card
Advantage > Registration.
2. If using temporary test keys, go to Extras > Options >
Key Expiration Date to open the Registration Key
Expiration Date window. Enter the key expiration date
in the field provided. Click OK.
3. Enter the Nodus user count. Generally, this will be 0 or
blank to reflect unlimited users.
4. Enter the Product Registration key into the Credit
Card Registration field. If you were given a Credit
Card Advantage™ SDK or Credit Card Processing
Migration Key enter them into the correct fields.
Running Installation Routines
Running the installation routines consists of opening the CC Advantage
Registration window and choosing the Table Setup and Conversion button.
The installation routines will create tables and stored procedures and set
permissions on those objects for those users running on an MS-SQL
database. These procedures will also convert any existing data for users
who are upgrading from a previous version.
To run installation routines:
1. Make
sure there are no users using Microsoft
Dynamics GP.
3. Click Table Setup and Conversion.
Clicking the Table Setup and Conversion button is
necessary every time a new build is installed. This needs to
be done once for each company. This should be done no
matter which database is being used: MS-SQL or MSDE.
These procedures will handle all table setups, stored
procedure creation, table and stored procedure permissions
and data conversions.
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Encrypting ABA, Account Number, SSN
With the latest release of Credit Card Advantage we are encrypting the
ABA, Account Number and Social Security Numbers only in the Credit Card
Advantage tables. When you create new entries the ABA, Account
Number, and Social Security Number will be encrypted. In order to encrypt
the records already in your database you will need to open the Encrypt
Tables window and run the encryption.
To run encryption routines:
2. Open the Encrypt Tables window by going to Extras >
Options > Encrypt Credit Card Advantage Tables.
3. On the Encrypt Tables window check the tables you
would like to Encrypt and click the OK button. It is
recommended that you run the Encryption on all
tables in the window.
Credit Card Advantage will always encrypt the ABA,
Account Number and Social Security Number regardless
of running this routine. This procedure may take a long
time depending on the size of your database.
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Recommended Great Plains Settings
Credit Card Advantage handles sales documents that have an unprocessed
credit card/eCheck transaction associated with them. As long as Credit
Card Advantage is installed, Credit Card Advantage prevents the user from
posting sales documents that have unprocessed credit card/eCheck
transactions associated with them. However, as an added security, we also
recommend the following for your Microsoft Dynamics GP system:
Don’t allow Transaction Level posting
Require a password for batch level posting
These settings can be specified inside Microsoft Dynamics GP by going to
Tools > Setup > Posting > Posting. These should be set by the Microsoft
Dynamics GP Administrator.
Upgrade Instructions
Latest Builds
If you are not on the latest Build of your Version of Credit Card
Advantage, please contact Nodus Support for further information on
the upgrade. The latest builds for each version are:
CCA 6.0
Build 6
CCA 7.0
Build 11
CCA 7.5
Build 15
CCA 8.0
Build 19
CCA 9.0
Build 19
CCA 10.0
Build 19
Modified Forms and Reports
If you have modified forms and reports, you will need to back them up
as packaged files before upgrading.
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Customizations
Credit Card Advantage does not upgrade the individual Payment
Gateway Config.xml files. The upgrade does not overwrite these files,
as they may have been modified by the user. If you would like to
overwrite your Config.xml customizations, you must first uninstall the old
version of Credit Card Advantage before installing the newer version.
If you wish for Nodus to upgrade your current Config.xml
customizations, please contact Nodus Support for more information.
Additionally, if you have any customizations for Credit Card
Advantage that you will require in the latest version, you will need to
contact Nodus Support to request that your customization be
upgraded.
The steps to upgrading are similar to those of a new Install. All Credit
Card Advantage machines must be upgraded. Each machine must
have the same version and build of Credit Card Advantage installed.
After running the install you will need to include the new code, enter in
the new product registration keys, and complete the installation
procedures.
Uninstalling Credit Card Advantage
Uninstalling CCA consists of uninstalling Credit Card Advantage and the
Nodus Framework
To uninstall Credit Card Advantage:
1. Log into the computer (or server) with administrator
privileges.
2. Go to Windows Add/Remove Programs.
3. Select Nodus Credit Card Advantage and click
Change/Remove.
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To uninstall Nodus Framework:
1. Log into the computer (or server) with administrator
privileges.
2. Go to Windows Add/Remove Programs.
3. Select Nodus Framework and click Change/Remove.
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PART II: General eTransaction
Information
Transaction Types
This section explains each of the transaction types in CREDIT CARD
ADVANTAGE™. The steps for processing each of the transaction types are
nearly identical. Slight variations are identified and explained in this section.
Please note the various names of the transaction types vary by processor. A
Sale at one processor may be called Capture at another. A Book may also
be known as a Pre-Authorize. There are many other variations. The names
chosen for CREDIT CARD ADVANTAGE™ are among the more common but
not universal. Though the names may vary, the processing details do not. All
products developed by Nodus Technologies will use the following terms for
different transaction types.
Sale
An approved Sale is an immediate charge to the customer’s credit card or
account. Money will not be moved until settlement has occurred. If a Sale
is saved to a batch, the charge will not occur until the batch is sent for
approval. A Sale can only be reversed with a Void or a Credit. A Sale
transaction does the same thing regardless of it being a credit card
transaction, a debit card transaction, an eCheck transaction, or an ACH
transaction.
Book
When dealing with credit card transactions a Book is a reserve of a
specified amount on the customer’s credit card or account. A Book
prevents the customer from using that portion of their credit / funds, but
does not actually charge the card nor transfer any money. A Book is useful
for companies that ship merchandise one or more days after receiving an
order. By issuing a Book, a company reserves the necessary amount on the
customer’s card at order placement time. As long as the book transaction
remains open an approved Ship transaction is guaranteed. A Ship
transaction is necessary to complete the Book. A Book can only be
entered from the Sales Transaction Entry window.
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The number of days a Book will stay open is determined by each
cardholder’s issuing bank. The most common number is seven to ten days,
but some banks may hold Books for as long as four weeks and little as three
days.
A book transaction cannot be reversed. Issuing a Void for a book
transaction will not free up any money on the customer’s credit card. To
free up the reserved money you would need to issue a ship and then void
that shipped amount.
When dealing with eChecks and ACH a Book is a query to see if the
account number exists. This Book does not reserve funds on the customer’s
account.
Ship
A Ship can only be issued for a transaction that previously has been a
Book. Under ordinary circumstances, a Ship is assured approval as long as
the amount is equal to or less than the original Book amount and the Ship
transaction is sent before the Book has expired. A Ship results in an
immediate charge to the customer’s credit card or account. If the Ship is
for less than the original Book amount, the remainder of the original Book
amount is released back to the customer’s credit line or account.
A ship transaction can be reversed by issuing a credit or void.
Note:
Some gateways do not allow Ship transactions
with amounts greater than the original Book
amount. Please check with your gateway to see
if that feature is available for you.
Credit
A Credit is issued to transfer money from the company’s account to the
customer’s account or credit card. There are two types of Credit
transactions that you can issue: referenced credit and non-referenced
credit. A referenced credit occurs when you remove the payment line, or
delete a sales document. To create a non-referenced credit you need to
create a brand new return document. Some payment gateways allow for
the reversal of a Credit by issuing a Void if that transaction has not yet
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been settled. If the transaction has settled you will need to issue a sale to
reverse the Credit.
Note:
Some gateways do not allow non-referenced
credit transactions to be processed. Please
check with your gateway to see if that feature is
available for you.
Figure: eTransaction Entry set to process a Non-Referenced Credit transaction.
Force
A Force is used to enter already approved authorization/transaction. A
Force is typically used for capturing a phone authorization. When entering
a Force you will be required to enter the authorization code. Be sure the
Dyn/eEnt Only option is unselected to perform this type of a Force. A force
can be reversed by issuing a credit or a void.
Note:
Some gateways do not support this type of
transaction. Please check with your gateway to
see if that feature is available for you.
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Force – Local
The Dyn / eEnt Only option is used with a Force when the transaction being
entered has already settled or it is already in the records of your Payment
Gateway. This can happen due to network failure or other system problem
that prevents CREDIT CARD ADVANTAGE™ from properly receiving the
response from the payment gateway. The Dyn / eEnt Only option enters
the information into the Microsoft Dynamics GP records, without sending a
request to the processor. Selecting the Dyn / eEnt Only option will create a
Local Force.
Void
A Void is issued for an unsettled approved transaction. When a Void is
successfully issued, neither the Void nor the original transaction will appear
on the customer’s statement. A Void can only be issued against an
unsettled transaction. When a Void is sent, if the original transaction has
already been settled, the Void will be denied and a warning will be
displayed. A settled Sale transaction must be reversed with a Credit.
Note:
THE WELLS FARGO GATEWAY DOES NOT SUPPORT
THE VOIDING OF A SALE, SHIP, OR CREDIT
TRANSACTION WHEN USING CREDIT CARDS.
WELLS FARGO & USA ePay DOES NOT ALLOW
YOU TO VOID AN ECHECK.
Settlement
Settlement is the procedure that transfers money from one account to the
other. A sale, force, credit and ship are the only transaction types that are
settled. Settlement will occur at your gateway, independent of CREDIT CARD
ADVANTAGE™. The settlement procedure run by Credit Card Advantage™
simply moves information from the open to the history table. The settlement
that occurs with your payment gateway and / or processor is responsible for
moving money to and from your account. Each payment gateway and / or
processor determine the time they will run settlement. Most will settle only
one time a day. For instructions on simulating Settlement in Credit Card
Advantage™ please see End of Day Procedure window.
25
PART III: Credit Card Advantage™
Windows
Credit Card Advantage™ Setup Window
In order to use CREDIT CARD ADVANTAGE™ you must create either a generic
setup id or an advanced setup id. CREDIT CARD ADVANTAGE™ is designed
to support multiple processors and payment gateways. Each Setup ID
created through the Credit Card Advantage™ Setup window will designate
the appropriate payment gateway, the payment type, and the Checkbook
ID where payments will be deposited and other necessary connection
information. The Setup ID is company specific; if creating a Setup ID in
Company A only use that setup id in Company A.
Generic Setup ID
A generic setup id contains only the most basic information. Creating
this type of id is the minimum setup Credit Card Advantage™ needs in
order to be able to process transactions. If you are using a proxy
server, have Paymentech as your processor and VeriSign as your
gateway, or plan to process in a currency other than USD, and then
you must create an Advanced Setup ID. Below is a table of all fields
that are in the Generic Setup ID. There are two ways in creating a
generic setup id: inside of Great Plains and through Connection
Manager.
Inside of Great Plains Generic Setup ID
Field Name
26
Required / Optional
Description / Use
Setup ID
Required
A unique identifier for to distinguish different
setup options.
Connector
Required
The name of the payment gateway to be
used by a specific setup id.
Processor
Required
The name of the processor to be used by a
specific setup id.
Payment Type
Required
Choose the type of card to be used by a
specific setup id. Payment Types include
ACH, Credit, and Electronic Check.
Required
This is the address information for the server
to which the CC transaction will be sent.
More information is located in the About Your
General
Processing Server
Name or IP
Field Name
Required / Optional
27
Description / Use
Payment Gateway section.
Port
Required
This is the connection information for the
server to which the CC transaction will be
sent. This information can be found in the
About Your Payment Gateway section.
Authentication – based on the Connector you have selected
AuthorizeNet Credit or Check Transaction Types
User ID
Required
The Merchant Login to your Authorize.Net
account.
Transaction Key
Required
The Transaction Key for your Authorize.Net
account
Test Mode
Required
True if you are processing Test Transactions,
false otherwise.
CyberSource Credit Transaction Types
Merchant ID
Required
The Merchant ID for your CyberSource
Account
Password
Required
Password for your CyberSource account
Moneris Credit Transaction Types
Store ID
Required
Moneris Store ID
API Token
Required
Moneris API Token
eCommerce Indicator
Required
Moneris eCommerce Indicator
N3C Credit Transaction Types
eMerchant ID
Required
The Merchant Login to your N3C account.
Validation Code
Required
Unique Code for your N3C account
Orbital Credit or Check Transaction Types
Group Number
Required
Group Number
account.
to
access
your
BIN
Required
BIN for your Orbital account
Terminal ID
Required
Terminal ID for your Orbital account
Orbital
Paypal Credit Transaction Types
User Name
Required
The Merchant Login to your Paypal account.
Password
Required
The Password for your Paypal account
Signature
Required
Key for you Paypal account.
Environment
Required
Sandbox (Test) or Production environment
Subject
Not Required
The Subject of you Paypal account.
USA ePay Credit Transaction Types
28
Field Name
Required / Optional
Description / Use
Source Key
Required
Source Key for USA ePay Account
Test Mode
Required
True if you are processing test transactions,
false otherwise.
Verisign Credit or Check Transaction Types
Partner ID
Required
If the VeriSign account was setup by Nodus
Technologies then it is “nodus.”
If the
VeriSign account was setup by another
vendor then contact that vendor to obtain the
required information.
User ID
Required
User ID for the Verisign Account
Vendor ID
Required
Vendor ID for the Verisign Account
Password
Required
Password for the Verisign Account
Wells Fargo Credit or Check Transaction Types
Merchant
Required
Wells Fargo Merchant Number
Login ID
Required
Login ID for the Wells Fargo account
Seller ID
Required
Seller ID for the Wells Fargo account
Terminal ID
Required
Terminal ID for the Wells Fargo account
Password
Required
Password for the Wells Fargo account
Client ID
Required
Cilent ID for the Wells Fargo account
MCCCode
Required
Merchant MCC Code
Postal Code
Required
Merchant Postal Code
Associated
Checkbook
Optional
The Checkbook ID of the account where
payments received with this ID will be
deposited. If your Great Plains card types
are setup as Bank Cards, this must be filled
in with the same Checkbook ID that your
Great Plains card types are associated with.
Denied Batch Name
Optional
When batched CC transactions are
processed, any denied transactions are
moved to a separate batch. This field accepts
the prefix of the batch that will hold denied
batch transactions.
Auto Settlement Time
Optional
This
Great Plains
is
the
time
when
Credit
Card
Advantage™, if Great Plains is open, will
move everything from the open table to the
history table.
This move simulates the
settlement that occurs at the gateway. This
field is set to process on the hour.
29
Through Connection Manager, Generic Setup ID
Credit Card Advantage™ Setup ID’s can also be created or modified
using the Connection Manager: from the Start ⇒ Programs ⇒ Nodus
Technologies ⇒ Connection Manager. Both windows will display the
same generic setup information regardless of where they have been
entered or modified. However, Advanced Options can only be set in
Great Plains.
WARNING:
Deleting Setup ids will corrupt the database and
cause Great Plains to crash.
30
Note:
Modifications to the setup settings with
Paymentech as the Connector will not take
effect until the next time the Microsoft Dynamics
GP
application
is
run.
After
making
modifications close the application and reopen
it for changes to take affect.
Advanced Setup ID
An Advanced Setup ID maybe required for some users. Those users
are as mentioned in the Generic Setup ID subsection. However, if you
would like different transaction setup information then you will need to
create an Advanced Setup ID.
To enter in additional fields that are part of the
Advanced Setup ID:
1. Open the Credit Card Advantage™ Setup window:
from the Main Menu bar click Transactions > Credit
Card Advantage™ > Setup.
2. Click on the blue arrow at the top right hand corner
of the window. Advanced options will be displayed.
31
Additional options, such as Multiple Booking or Partial Shipping will
need to be set in the Transaction Setup window.
To specify additional Transaction Setup:
2. Click on the blue arrow at the top right hand corner
of the window.
3. Click on Transaction Setup.
The Transaction Setup
window will be displayed.
32
Below are the additional fields that are part of the Advanced Setup ID
and Transaction Setup window.
Field Name
Required / Optional
Description / Use
Optional
Enter the necessary information to access the
internet through the network.
Required if using VeriSign
gateway and Paymentech
processor.
Required if using VeriSign gateway and
Paymentech processor.
Proxy Server Setup
Proxy
Name or IP
Port
User ID
Password
Merchant Options
Merchant Service #
Merchant Descriptor
Required if using Wells
Fargo gateway
Required if using Wells Fargo gateway
Required if using VeriSign
The descriptor number for the processor.
Field Name
Required / Optional
33
Description / Use
gateway and Paymentech
processor
Also required for Wells
Fargo Gateway.
The merchant name/description.
Mer. State
Required if using Wells
Fargo Gateway
The merchant state information.
Currency Code
Optional
Default is USD. This is the currency that you
want to process e-transactions in. Make sure
this is the same as the currency as your
Great Plains functional currency. CREDIT
CARD ADVANTAGE™ does not convert the
amount that is being sent.
Transaction Setup
Add
Freight
Document
to
Optional
This is only available if you choose to Add
Freight to Document. If will explicitly add a
Freight amount to the Sales Order document.
Add Freight to Book
Trx
Optional
Used with Book transactions only. The
amount entered here will automatically be
added to the document total as Freight when
authorizing a Book transaction. This is an
estimated amount. It can be adjusted when
the Ship transaction is sent. *Note: If the
user manually enters in Freight or
Miscellaneous into the Sales document, then
the Add Freight and Add Miscellaneous
values in the Setup ID window will be ignored
for that transaction.
Add Miscellaneous to
Document
Optional
This is only available if you choose to Add
Misc to Document. If will explicitly add a
Miscellaneous amount to the Sales Order
document.
Add Misc to Book Trx
Optional
Used with Book transactions only. The
amount entered here will automatically be
added
to
the
document
total
as
Miscellaneous charges when authorizing a
Book transaction. This is an estimated
amount. It can be adjusted when the Ship
transaction is sent. *Note: If the user
manually enters in Freight or Miscellaneous
into the Sales document, then the Add
Freight and Add Miscellaneous values in the
Setup ID window will be ignored for that
transaction.
**Auto
Renew
Expired Book
Optional / Not available in
Light Version
If marked the expired book transactions will
be automatically renewed in the background
Field Name
Required / Optional
34
Description / Use
when the expired book transaction is opened
in Sales Transaction Entry window or one of
the following windows is opened: Batch
Verification, End of Day, and Expired Book
Batches.
Check
Terms
Header
Payment
at
Sales
Optional
If marked the payment terms will be checked
at the Sales Header instead of the Customer
Master.
Disable Receipts
Optional
If marked, a receipt will not be printed after a
transaction has been processed.
Fail
on
Mismatch
Optional
If marked transaction will be denied when
address verification fails. See Appendix to
check if this feature is supported on your
gateway
Fail on Zip Mismatch
Optional
If marked transaction will be denied when zip
verification fails. See Appendix to check if
this feature is supported on your gateway
Fail
on
Mismatch
CVV2
Optional
If marked, transaction will be denied when
CVV2 verification fails. *Only Supported if you
are processing Real Time transactions.
Fulfillment
Orders
Workflow Status
Optional
This feature is currently not supported.
**Multiple Booking
Light Version
If marked each document will be allowed to
have multiple book transactions verified.
When processed in Batch Verification
window, the ship amount will be equal to the
book amount.
Address
If unmarked, the ship amount will be equal to
the document amount when processed in
Batch Verification window.
**Partial Shipping
Light Version.
If marked the partial shipping feature will be
activated. This feature allows for part of book
on the order / backorder to be transferred to
an invoice and part to an order / backorder.
The Multiple Book feature overwrites this
feature. If both are marked you will be given
those privileges of Multiple Book.
**Recurring Billing
Light Version. This is not
used
in
Microsoft
Dynamics GP 90.
If marked the transactions from Recurring
Billing module will be transferred into Batch
Verification window when Batch Verification
window is opened. This feature should be
marked only when Recurring Billing module is
integrated with Dynamics/eEnterprise.
Save
Optional
Whenever
to
Customer
a
credit
card
transaction
Field Name
Required / Optional
Card
35
Description / Use
processed thru Batch Verify is approved, the
credit card information will be saved to the
Great Plains Customer Card.
Select Credit Card by
Ship To Address
Code in SOP
Optional
This feature is not yet supported.
Select Credit Card by
Bill To Address Code
in SOP
Optional
If marked CCA will pull CC# from the Bill To
Address on SOP header.
Warn if Unapplied
Cash Receipt
Optional
If a cash receipt is not applied before
processing in real time, user will be asked if
they would like to apply first in order to submit
Level 2, 3 transaction data to the payment
gateway. User will not get a prompt if the
transaction is processed using Auto Batch.
See Appendix to check if your gateway
supports Level 2,3 data submission.
Track
Optional
If you intend on sending track data then you
should specify which track you would like to
send. If no Track is specified then it will send
Track 2.
Map User Defined 1
of Ship To Address to
Description 4
Optional
If marked user can map the ‘User Defined 1’
from Customer’s Ship To Address to the
Description 4 field of CCA eTransaction Entry
window.
**Option is not available in Credit Card Advantage™ Light Version.
Company Default Setup Window
Each company setup for CREDIT CARD ADVANTAGE™ may have multiple
Setup IDs. Each Setup ID can specify different processors, different merchant
accounts and / or different transaction classes. The Company Default Setup
ID allows a default setup ID for all users who are accessing specified
company. Leaving the User Can Select Other Setup IDs box unmarked will
restrict users to only the Setup ID chosen on the Company Default Setup ID
window. In order to make changes to this window you will need to be
logged in as “sa.” The Company Default Setup id will be overridden by the
User Default Setup ID.
36
To create a Default Company Setup:
1. Login to Great Plains as “sa.”
from the Main Menu bar click Transactions ⇒ Credit
Card Advantage™ ⇒ Setup.
3. Open the Company Default Setup ID window: from
the Main Menu bar click Extras ⇒ CC Advantage
Setup ⇒ Company Default Setup.
4. Use the look-up to select a Setup ID.
5. To restrict users to only the chosen Setup Id, leave the
User Can Select Other Setup IDs box unmarked. The
User Default CC Advantage Setup window can be
used to allow specific users and user classes to
override the company default Setup ID.
6. Repeat steps 1 – 5 for as many companies as you
have.
User CC Advantage Security Setup Window
**Transaction Security is not available in Credit Card Advantage™ Light.
The CC Advantage User Security Setup window allows the system
administrator (sa) to setup security for Credit Card Advantage™. This is
where the system administrator can specify the User Default Setup ID. Also,
the system administrator can setup up the types of transactions the user can
process. The user will be able to create all types of transactions; however, the
user will not be able to send these transactions to the payment gateway for
verification.
37
To setup User Security for CREDIT CARD
ADVANTAGE™:
1. Login as “sa.”
3. Open
the User CC Advantage Security Setup
window: from the Main Menu bar click Extras ⇒ CC
Advantage Setup ⇒ User Security Default Setup.
4. Select the User or Class radio button.
5. Use the look-up to select a Setup ID.
6. To restrict users to only the chosen Setup ID, leave the
User Can Select Other Setup IDs box unmarked. The
User Default CC Advantage Setup window can be
used to allow specific users and user classes to
override the default Setup ID.
7. Uncheck
any checkboxes to limit the type of
transactions a user can process.
8. Repeat steps 2 – 7 for as many users or users classes as
you would like.
38
Note: For the scenario where a User is part of a
Class, but the User Security Default Setup ID for
that User is different from the Default Setup ID for
the Class, you must set the Default Setup ID for
the Class first, and then set the Default Setup ID
for the User.
CC Advantage Book Duration Window
**This window is not available in Credit Card Advantage™ Light.
Book transactions reserve a specified amount of money on a customer’s
credit card. Because the dollar amount is already reserved against the
customer credit card, an approval is virtually guaranteed when a follow-up
ship transaction is sent to the processor. The number of days a book is kept
open is determined by each cardholder’s issuing bank. The most common is
seven to ten days, but books may be held for as long as four weeks. The
number entered in the CC Advantage Book Duration window is the number
of days CREDIT CARD ADVANTAGE™ will consider the book open. This may
not exactly coincide with the number of days an individual book stays open.
Each credit card may be associated with a book duration. To setup the
book duration enter the number of days the book will remain open and an
expired batch name. Leaving the number of days as 0 will turn off the
expiration for book transactions by selected cards. After book transactions
expire, they will be placed into batches under the Expired Book Batch Name.
Note
To get the correct number of days a credit card
authorization remains open, contact the credit
card company. CC Advantage Book Duration
window only lists those credit cards associated
with the Checkbook ID in CCA Setup window.
39
To setup a Book Duration for a credit card:
2. Open the CC Advantage Book Duration window:
from the Main Menu bar click Extras ⇒ CC
Advantage Setup ⇒ Book Duration Setup.
3. Use the look-up button to select a credit card name.
4. Enter in the number of days to keep a book
transaction open.
5. Enter a prefix for the expired book batch name or
leave it as the default.
6. Repeat steps 1 – 5 for all necessary credit cards.
General Setup
The General Setup window lets you set settings for email functionality, and
change the shortcut keys.
40
Shortcut Keys
Instead of using the default keys used by Credit Card Advantage you
can use keys that you setup. You need to change the values in the
Defaults section.
To setup Shortcut Keys:
2. Open the CC Advantage Shortcut Keys Setup
window: from the Main Menu bar click Extras > CC
Advantage Setup > Shortcut Keys.
3. Enter in the keys that you want to use for your
shortcuts by updating the values in the Defaults
section.
4. Click OK to save changes.
Note:
Using a shortcut key that is already defined in
Great Plains might cause other windows to
open.
Disable Transaction Entry Auto Open
If the Disable Transaction Entry Auto Open option is checked, the
eTransaction Entry window won’t automatically open when tabbing
out of the Credit Card amount fields in the Sales Payment Entry, Cash
Receipts or Receivables Transaction modules.
To Disable Transaction Entry Auto Open:
41
3. Check the Disable Transaction Entry Auto Open
check box.
WARNING:
Having more than one Sales document open
when opening the eTransaction Entry window
may result in conflicting data that is sent to the
gateway. Please make sure you only have one
sales document open before opening the
eTransaction Entry window.
Email Functionality
Credit Card Advantage has the capability of sending out two different
types of email messages. You have the ability to send a Shipment
Confirmation email and/or an email receipt. For sending emails you
will need to complete some General Setup configuration, and then
some setup for which type of email you would like to submit. Please
see the section on the type of email for more information.
General Email Setup
To Complete General Email Setup:
3. Enter the Server Address, Email Port, Auth Mode, User
Name, and Password. The Server Address is the
location of the email server. For Email Port you can
use port 25. Depending on your Auth Mode you will
need to enter User Name and Password.
Shipment Confirmation Setup
To Complete Shipment Confirmation Setup:
42
3. Check the ‘Send Email After Entering Tracking
Numbers’ option.
4. Enter the location of your email template in the Trk
Email File Location field. You need to enter the entire
path into this field. This email runs off the database.
Email Receipt Setup
To Complete Email Receipt Setup:
3. Check the ‘Email Receipt’ check box.
4. Enter the path to the EmailReceipt*.txt files in the
Email Receipt Location field.
5. Under the Database section, enter: Server name,
Company Database name, ‘sa’ User login, and it’s
password.
AutoBatch Setup
If you intend on using the auto-batch feature or integrate with Encore
Recurring Billing then you will need to fill in the following window.
43
To Setup an Auto Batch Setup ID:
1. Open the CC Advantage Setup window:
from the
Main Menu bar click Transactions > Credit Card
Advantage™ > Setup.
2. While the CC Advantage Setup window is open, from
the Main Menu bar click Extras > CC Advantage
Setup > Auto Batch Setup.
3. Use the lookup button to select which Setup ID to use
when processing transactions.
eTransaction Entry Window
The eTransaction Entry window is where you will enter in the customer’s
information for processing electronic transactions. You then have the ability
to process the electronic transaction or save it to a batch. This section will go
over the steps in creating and processing transactions in Credit Card
Advantage™. You will not be able to perform batch transactions in Credit
Card Advantage™ Light version.
44
Opening the eTransaction Entry Window
There are two ways of opening the eTransaction Entry window. The
following table lists the various default shortcut keys built in to CREDIT
CARD ADVANTAGE™, the windows from which they are available and
their function.
Window
How To Open
Function
Sales Transaction Entry
Control – S
Opens eTransaction Entry window for
a Sale or Credit transaction.
Receivables Transaction Entry
Cash Receipts Entry
Invoicing Entry
From the Main Menu Bar click
Extras -> Extras -> Sale or
Credit Transaction
Control – B
Extras -> Book Transaction
All Windows/ Card Swiping
Control-W
Extras -> Card Swiping
You can change the Trx Type to
process other types of transactions.
Opens eTransaction Entry window for
a Book transaction.
You can change the Trx Type to
process other types of transactions.
Opens the eTransaction Entry
window ready for a credit card to be
swiped.
When this is done the
transaction will also be processed.
Only
available
for
real-time
processing.
Creating a Great Plains Sales Document
CREDIT CARD ADVANTAGE™ integrates with each Microsoft Dynamics GP
Sales module:
Receivables Transaction Entry
Cash Receipts Entry
Invoice Entry
By completing one of the sales modules you can bring up the eTransaction
Entry screen properly. Following are the general steps for creating a sales
document in Great Plains. These steps are only a guideline, for more
correct information on creating a Great Plains Sales Document.
45
To create a Great Plains Sales Document:
1. Open the Great Plains Sales document.
2. Enter in the customer’s information for the transaction.
3. If using a Receivables document then enter in the
amount.
If you are entering a Cash Receipt
document, you must apply the document first if you
would like Level 2 or 3 information to be sent to the
gateway. The Invoice must have Level 2, 3 data in
order for it to get submitted to the gateway. See
section on Level 2, 3 processing for more information.
If using an Invoice Entry or a Sales Transaction Entry
document enter in the line items purchased.
4. From the receivables document, you can open the
eTransaction Entry window by tabbing out of the
Amount field. From Sales Order Processing and
Invoice Entry you will need to open it yourself. For
steps on opening the eTransaction Entry window refer
to Opening the eTransaction Entry Window.
Fields in the eTransaction window
The following tables include the field name, the status, and the
description. Each table is a section of the window. For example: if the
field is responsible for the transaction information then it will show up in
that table.
Field Name
Required
Optional
Read Only
/ Description / Use
/
Setup Information
Setup ID
Required
The Setup ID controls which processor will be used as
well as the Merchant Number, Transaction Type (credit,
ACH or check) and other default information for sending
the transaction. The available fields on the window may
change based on the Setup ID. Different Setup ID’s can
be used for different Merchant ID’s, card classes or
processors. For more information about the Setup ID,
refer to Setup Window.
Trx Type
Required
Choose the specific type for this one transaction. For
more information about Transaction Types, see
Transaction Types.
46
Field Name
Required
Optional
Read Only
/ Description / Use
/
Batch ID
Read Only
This field will be filled in based on the Batch ID on the
main entry window for the document. If the credit card
transaction is being saved to a batch, the attached sales
document must also be saved to a batch. The Batch ID
must be filled in on the main document entry window
before the ETransaction Entry window is opened.
ABA
Required
for
eCheck and ACH
The transit number for the bank. This information is part
of the MICR line. This field will be stored encrypted in
the database.
Account #
Required
for
eCheck and ACH
The account number from the checking account being
used. This information is contained in the MICR line of
the check.
This field will be stored encrypted in the
database (stored in MSO_Check_Number field).
Acct Type
Optional
Used for EFT transactions to indicate the type of account
(savings or checking) the funds will be drawn from.
Amount
Required
The amount that will be charged to the customer’s card /
account for this particular payment. The total document
amount will default from the sales entry window. This
may be edited to be only part of the total document
amount. If this is a Book transaction and additional
Freight and Miscellaneous amounts have been setup to
be added to each Book transaction, the amount
displayed in the ETransaction Entry window will include
the additional amounts. For more information about
setting up Book transaction defaults, refer to Setup
Window.
Card Name
Required, for Credit
Card transactions
The name of the card, such as Visa, Amex, etc. This
name will default based on the Credit Card ID on the
Customer Maintenance Options window. For more
information about setting up Card Names, refer to Credit
Card Setup Window. This field comes with a lookup
option to look for Credit Cards on file.
Card No.
Required, for Credit
Card transactions
The account number from the card. This number will
default based on the Credit Card Number on the
Customer Maintenance Options window. This field will
be stored encrypted in the database.
Card Type
Optional
Examples include Corporate, Purchase, Private, and
Government. Inclusion of type can facilitate processing of
non-standard types.
Check #
Required for Check
The check number being used by the customer
CVV2
Optional
A three or four digit code found on the rear of the card.
Transaction Information
Field Name
Required
Optional
Read Only
47
/ Description / Use
/
This is an optional security feature. Transaction may still
be approved with an incorrect CVV2. This field is not
stored because of legal issues.
Drivers Lic
Optional
The check writer’s driver’s license or ID number.
Exp. Date
Required
Enter the expiration date of the card being used.
Orig ID
Optional
Used for a Void or Credit transaction. The ID of the
original transaction. This field comes with a lookup
window.
The Lookup button is active for credit
transactions. Users can lookup previous transactions by
Origination ID or Document Number. Choosing a record
from the lookup will update the eTransaction window
accordingly.
Issue Number
Required only by
specific
Credit
Cards
Some credit cards require an issue number along with
the Credit Card Number. This number needs to be
written exactly as seen on the credit card.
MICR
Optional
The special character MICR line from the bottom of the
customer’s check.
Prenote
Optional
Indicate Yes if a pre-note should be sent before sending
a real transaction. A pre-note is used to confirm the
accuracy of the account information. This is used only if
Card Class is ACH.
SSN
Optional
The check writer’s Social Security number. This field will
be stored encrypted in the database.
Start Date
Optional
For higher security level credit card processing a start
date can be sent. Some credit cards have a start date
written on the surface.
Tax Amount
Optional
The portion of the document total that is tax. This amount
will default from the main sales entry window. The
amount may be edited to reflect partial payments. The
tax amount will be included in the Amount field total.
Auth Code
Required, for Force
transactions
This field is used to enter the Authorization Code for
transactions that have been approved prior to their entry
in Dynamics / eEnterprise. This may include telephone
approvals. This field is only available for Force
transactions.
Address1
Optional
The first line of the billing address for the card. Based on
the agreement with your credit card processor, the
inclusion of this information may result in a lower
discount rate.
Address2
Optional
The second line of the billing address for the card. Based
Customer Information
Field Name
Required
Optional
Read Only
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/ Description / Use
/
on the agreement with your credit card processor, the
inclusion of this information may result in a lower
discount rate.
City
Optional
The city of the billing address for the card.
Country
Optional
The Country of the billing address for the card.
Email
Optional
Card holder’s e-mail.
First Name
Required
The card holder’s first name from the card being used.
Last Name
Required
The card holder’s last name from the card being used.
Middle Name
Optional
The cardholder’s middle name from the card being used.
Phone
Optional
Cardholder’s phone number on file with the credit card
issuer.
Ship-From Zip
Required
depending
processor
on
Required
depending
processor
on
Ship-To Zip
Default from main sales document. Can be changed.
Default from main sales document. Can be changed.
State
Optional
The state of the billing address for the card.
Zip
Optional
The zip of the billing address for the card. Based on the
agreement with your credit card processor, the inclusion
of this information may result in a lower discount rate.
Description
Optional
Sending extra information for transactions.
Description 1 – 4
Optional
Comments 1 – 3
Optional
Optional Fields
Processing Electronic Transactions
You can process transactions real time or in batch. When processing real
time you submit a request to the gateway upon hitting the process or the
ship button. When processing in batch mode you save the transactions
and then submit them all at once. For more information on Batch
processing refer to Batch Verification Window.
After creating the Great Plains Sales document you will be ready to
process the electronic transaction. The procedure for processing electronic
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transactions is similar for all transaction types and payment methods. The
real difference is the fields that need to be filled out. The required fields for
the transaction type and payment method will have a star, “*”, next to
them. The following steps for processing a transaction assumes that the
Great Plains sales document has been created and the eTransaction Entry
window is already open.
To Process an Electronic Transaction:
1. Under the Setup Section select the Setup ID that you
want to use to process with. For information on the
Setup ID refer to the Setup ID Window section.
2. Select the transaction type from the drop down list
that you wish to perform. Note: Certain documents
can only process certain types of transactions.
3. Enter in the transaction information. The Transaction
table in the previous section lists all of the fields,
whether they are required or not. For testing refer to
the appendix for your gateway. The difference
between a credit card transaction and an
eCheck/ACH transaction is the information being sent
to the processor.
4. Enter in or update any and all of the customer’s billing
information.
5.
Enter in any comments or descriptions
6. For real time processing click on the “Process” button.
To process in batch mode click on the “Batch”
button. To ship a transaction, refer to the section on
the
Authorized
Transaction
window.
**Processing transactions in Batch mode is not
supported in Credit Card Advantage™ Light.
WARNING:
CREDIT CARD ADVANTAGE™ does not support
payment Terms Discounts. Payment Terms
Discount includes a discount for early payment.
The discount is not calculated until after a
payment amount is entered. The Credit Card
amount you enter needs to reflect what you will
actually charge your Customer including
deduction of any discounts.
TIP:
If you are using Receivables Management or
Cash Receipts you can automatically open the
eTransaction Entry window by entering an
amount in the Amount Received field and
tabbing off the field.
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Handling Approved Transactions
If the transaction is approved you will get a results dialog box that
prints information about the transaction. By clicking ok you will dismiss
the Results window. Depending on your settings you will be asked to
print a receipt. For more information on receipts see the subsection
Dealing with Receipts at the end of this section.
Handling Denied Transactions
It may happen that the response from processing a transaction is
declined. When this happens you will see a message box that says,
“Card Denied. Seek Other Payment Method.” Click ok on this
message box and view the Results window. This window will have
information about what has happened to the transaction.
Dealing with Receipts
Depending on your settings after a transaction comes back approved
CREDIT CARD ADVANTAGE™ will ask you if you want to print a receipt.
The receipt will display different information depending on which sales
module the document was created in.
If you want to print receipts at a later time you can do so by revisiting
the eTransaction Entry window. To navigate to this window simply go
to CC Advantage Customer Inquiry and bring up the transaction.
Double clicking on the transaction will bring up the eTransaction
window. From the window click on the printer icon in the upper right
corner and select the destination to print to. You can also open the
eTransaction window by going to Receivables Transaction Entry
and/or Cash Receipt window. Then use one of the methods to open
the eTransaction Entry window detailed earlier in this section.
CC Advantage Batch Verification Window
**This window is not available in the Credit Card Advantage™ Light version.
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Alternatively to Real Time processing, unprocessed credit card transactions
may be saved in a batch. When credit card transactions are saved in a
batch, all transactions in the batch are sent for verification at once. No
verification is done at the time the transactions were entered.
When using batch mode, all credit card transactions in the batch must be
approved before the batch can be posted. Once the batch is sent for
approval, denied transactions are removed from the batch and placed into
their own separate denied batch. (See CREDIT CARD ADVANTAGE™ Setup
for information about the name of the denied transaction batch). Moving
the denied transactions allows the rest of the batch to post. If you have
selected “Save to Customer Card” in the eTransaction Entry window the
Great Plains customer information will be updated if the transaction is
approved.
Note:
You cannot post Dynamics/eEnterprise Sales
documents that are associated with credit card
transactions until the credit card transaction
have been approved or removed. You cannot
post Sales batches that include credit card
transactions until the batch has been processed
from the CC ADVANTAGE Batch Verification
window.
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Creating Batch Transactions
In order to perform batch mode processing you will need to create
batch transactions. The steps to create a batch mode transaction are
similar to those of creating a real time transaction. First you create a
Great Plains sales document and then you create the CREDIT CARD
ADVANTAGE™ batch transaction.
To create a Microsoft Dynamics GP sales document:
1. Open the Dynamics GP Sales document.
2. Enter in your customer’s information.
3. Enter in a Batch ID.
4. If using a Receivables document then enter in the
amount.
If you are entering a Cash Receipt
document, you must apply the document first if you
would like Level 2 or 3 information to be sent to the
gateway. The Invoice must have Level 2, 3 data in
order for it to get submitted to the gateway. See
section on Level 2, 3 processing for more information.
If using an Invoice Entry or a Sales Transaction Entry
document enter in the line items.
5. From the receivables document, you can open the
eTransaction Entry window by tabbing out of the
Amount field. From Sales Order Processing and
Invoice Entry you will need to open the eTransaction
Entry window yourself. For steps on opening the
eTransaction Entry window refer to the eTransaction
Entry Window section.
To create Batch Mode Transactions:
1. After opening the eTransaction entry window enter
the credit card information. For more information on
the fields see the tables in the eTransaction Entry
window.
2. Once complete filling out the window click on the
Batch button and then click on the OK button.
3. Save the sales document just created.
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4. To add more transactions to a batch keep the batch
ID on the sales document the same. Complete the
sales document and create the batch mode
transaction.
To Process Credit Card Transactions - Batch Mode:
1. Open the CC Advantage Batch Verification window:
Card Advantage™ ⇒ Batch Verify.
2. In the Status field mark the Available checkbox next
to the batch you would like to send for verification.
You may select multiple batches simultaneously.
3. Use the Transaction button to see what transactions
are listed in the batches selected. Please see Batch
Transactions window for more information. When
done viewing close the Batch Transactions window.
4. To process the batch, choose Process.
After the
processing is complete the total number of
approved, denied, and sent transactions will be
displayed in the Transactions Status section of the
window.
5. Print the Batch Records Processed and Batch Record
Denied reports, if desired.
To Print Individual Batch Receipt Report:
1. In the Status field mark the Available checkbox next
to the batch you would like to send for verification.
After processing the batch click the Print button in the
upper right corner ⇒ Batch Records Receipt.
-This will print each documents receipt on individual
pages.
Deleting a Credit Card Batch
If you need to delete a batch (one not created using Receivables
Transaction Entry or Cash Receipt), you can easily do so by clicking the
Delete button on the CC Advantage Batch Verification window.
Deleting a batch of credit card transactions will not delete the
54
Dynamics GP sales batch; it will only delete the information in Credit
Card Advantage™. You cannot delete a batch that was created
through the receivables sales modules.
To Delete a Credit Card Transaction Batch:
2. Mark the batch or batches you wish to delete.
3. Choose the Delete button.
Handling Approved Batches
After processing a batch you will end up with at most two batches;
one for those transactions that were approved and another for those
that were denied. If there are book transactions in that batch it will
remain in the Batch Verification window. If all transactions in the
batch are captured you will be able to post the batch. If open
transactions still exist in your batch then you will not be able to post the
batch.
Handling Denied Batches
If you have denied transactions they will show up in a denied batch.
The name will be a prefix set in the CC Advantage Setup window
followed by the date. When you have a denied batch, you should try
reprocessing them to see if some of the transactions will go through.
You can call the cardholder to make sure the card number is correct.
If the card number is not correct then fix it and reprocess the card. To
correct the credit card number, go back to the document and bring
up the eTransaction Entry window. Enter in the correct card number
and click on batch and then click ok.
To resubmit denied batch mode transactions:
1. Mark the batch that was denied.
2. Click on the Process button.
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Dealing with Reports
You can print three different types of reports from batch verify. All
reports break transactions into the originating sales module, and the
batch name. The first report is a list of transactions that you have
selected to process. The other two reports can only be printed after a
batch is sent for processing. One of the reports is a listing of all
approved transaction the other lists those that were denied.
Batch Transactions
**This window is unavailable in the Credit Card Advantage™ Light version.
The Batch Transactions window is accessible only through the Batch
Verification window. This window lists all of the transactions that are in the
batches that were selected in the Batch Verification window. You can drill
down to the document to make changes or you can view information from
the eTransaction Entry window.
56
To open the Batch Transactions window:
1. Open the CC Advantage Batch Verification window
by going to Transactions ⇒ Credit Card Advantage
⇒ Batch Verify.
2. Mark the batches you would like to view transactions
for.
3. Click on the Transactions Button.
To view more detailed information:
1. Go to the Batch Transactions window.
2. Either double click on the line or highlight the line and
click select. This will bring up the eTransaction Entry
window filled in.
To make changes to transaction information:
1. Go to the Batch Transaction window.
2. Highlight the transaction you want to make changes
on.
3. Click on the hyperlink word “Document Number.”
4. From the document go to the eTransaction Entry
window. Make any necessary changes and click on
batch then click ok. Then save and close the
document.
Deleting a Credit Card Transaction from a Batch
If you need to delete a transaction from a batch, you can easily do so
by clicking the Delete button on the CC Advantage Batch Transaction
window. Deleting a credit card transaction from a batch will only
remove the credit card information; it will not delete the Dynamics GP
sales document. You cannot delete transactions that were created
through the receivables sales modules.
57
To Delete a Credit Card Transaction Batch:
2. Mark the batch or batches you wish to delete a
transaction from
3. Click Transactions.
4. Highlight the transaction you wish to delete.
5. Click the Delete button.
CCA Auto Batch
**This window is unavailable in the Credit Card Advantage™ Light vesion.
The Auto Batch Feature allows you to create batch mode transactions
automatically. To open the CCA Auto Batch feature you need to have the
CC Advantage Batch Verification window open. You can run a similar
feature through the Nodus Task Scheduler. Transactions will be created for
documents in the specified batch if the documents have an amount
remaining and no payments were put on the document.
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Setup to use Auto Batch with Credit Card
Transactions
In order to use the Auto Batch feature for credit card transactions, you
must perform some additional Dynamics GP setup. In order to create
batch mode credit card transactions the customers in your database
must be setup with default credit card information. The default credit
card information is to be set in the Customer Maintenance window.
Also a Microsoft Dynamics GP sales documents need to be created
and saved in an open batch.
Additionally, if you will be Auto Batching Cash Receipts that have
already been applied, there is some additional setup that needs to be
done for all machines where Credit Card Advantage is installed. Each
workstation’s Dex.ini file will need to be modified to include the
following line:
Nodus_BatchCreateTrxForAppliedCR = true
When this property is set to True, Credit Card Advantage Auto Batch will
create transactions for Cash Receipts that have already been applied
When this property is set to False, Credit Card Advantage Auto Batch will not
create transactions for Cash Receipts that have already been applied.
Setup to use Auto Batch with ACH/eCheck
Transactions
In order to use the Auto Batch feature for ACH/eCheck transactions,
you must perform some additional Credit Card Advantage setup. In
order to create ACH/eCheck transactions, the customers in your
database must be setup with default check information. You will need
to use the Credit Card Setup window to setup default check
information for the customers.
Creating Batch Mode Transactions with Auto Batch
Once you are setup to use Auto Batch you can begin using the Auto
Batch feature to create batch mode transactions.
59
To use Auto Batch feature:
1. Open the CC Advantage Batch Verification window
⇒ Batch Verify.
2. Click on the Auto Batch button.
3. Select the name of the Sales Module you used to
create the Great Plains documents. If you are
entering a Cash Receipt document, you must apply
the document first if you would like Level 2 or 3
information to be sent to the gateway. The Invoice
must have Level 2, 3 data in order for it to get
submitted to the gateway. See section on Level 2, 3
processing for more information.
4. Enter in the Batch name or look it up using the lookup
window.
5. Select whether you want transactions to be sale or
book. This choice is only available when transactions
are created through the Sales Transaction Entry
window.
6. Select the Payment Type.
7. Click on the Create Batch Trx button.
8. Click OK on the message box that pops up.
9. Repeat steps 3 – 8 for any other batches.
10. Close the Auto Batch window.
11. In Batch Verify click on redisplay.
After you have run the Auto-Batch process you can print up to two
reports. One report will print all transactions that were successfully
created in the batch. Another report will print all documents that a
transaction could not be created for and a reason.
To print Auto Batch reports:
1. After running the Auto-Batch routine click the Printer
Icon.
2. You will be prompted with printing reports.
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Authorized Transactions Window
The Authorized Transactions window allows you to ship and void transactions
that were booked through Credit Card Advantage™. This window lists all the
book transactions that were done on a particular document. When
performing an action to the book transaction you would need to choose the
book transaction from the list and then click on the action.
Shipping Booked Transactions
When you are ready to ship a particular book transaction you can
come to this window and process the ship. To do the ship on a book
transaction the document must be an invoice.
To ship from Authorized Transaction:
1. Go to the invoice that needs to be shipped.
2. Change the type to Ship transaction in the drop
down field.
3. Select the book transaction from the list.
4. Fix the amount in the Amount to Ship field to ship the
correct amount.
5. Click on the Ship button.
Voiding Booked Transactions
If you need to void a book transaction from a particular sales
document then you can do so from this window. The document can
be an order or an invoice to perform the void.
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To void from Authorized Transaction:
1. Go to the sales document that needs to be shipped.
2. Select the book transaction from the list.
3. Click on the void button.
CC Advantage Denied Transactions
**This window is unavailable in the Credit Card Advantage™ Light version.
The Denied Transaction window can be used to view any denied transaction
done through CREDIT CARD ADVANTAGE™. Each transaction may be
zoomed to individually where corrections may be made. This window is for
reporting purposes only and so if your transaction does go through
successfully then it will not be removed from the system automatically.
To Correct Denied Batch Transactions:
1. Open
the CC Advantage Denied Transactions
window: from the Main Menu bar click Transactions ⇒
Credit Card Advantage™ ⇒ Denied Transactions.
62
2. Highlight the transaction you would like to correct
and choose Select.
3. The Dynamics / eEnterprise transaction entry window
will open with the selected transaction. Use one of
the methods defined earlier in the eTransaction
section to open the eTransaction Entry window to
make any necessary corrections.
4. Process the transaction in real-time or re-save the
transaction for batch mode processing.
5. Once you have made changes remove the line from
this window.
One button.
Highlight the line and click the Clear
To Use the Denied Batch Transactions Note:
1. Open the Note window: On the CC Advantage
Denied Transaction windows ⇒ Select the transaction
you want to append a note to ⇒ To the right hand
corner, right under Customer Name field, click on the
little yellow posted note ⇒ Type in any text ⇒ Click
the Attach button.The note will be appended onto
the selected transaction.
!CAUTION: If the transaction already has a note attached
to it and user clicks on the ‘posted note’ icon again and
close the ‘Note’ window, it will clear out the existing note,
eventhough nothing has been modified.
CC Advantage Customer Inquiry
The CC Advantage Customer Inquiry window allows you to view all
transactions that are taking place through Credit Card Advantage™. The
details of each transaction can be zoomed to from this window. Two reports
may also be generated from this window: Credit Card Transaction Report
and Historical Transactions Report.
63
General Viewing for CC Advantage Customer
Inquiry
You can easily pull up information about a customer, a document, a
credit card number, or transaction ID. To change the view types go to
the bottom of the window near the video scroll buttons. Click on the
drop down list on the left and choose one of the following options.
64
To View the CC ADVANTAGE Customer Inquiry
window:
1. Open the CC Advantage Customer Inquiry: from the
Main Menu bar click Transactions ⇒ Credit Card
Advantage™ ⇒ Customer Inquiry.
2. In the Customer ID field enter the Customer ID whose
records you would like to view. You can choose to
view by different methods. To select a different
method to view CREDIT CARD ADVANTAGE™
transaction records go to the bottom of the window
and choose one of the Lookup options. Then enter in
the specified information in the appropriate field at
the top.
3. To zoom to a detailed individual inquiry window for an
individual document, highlight the document you
wish to view and choose the underlined Document
Number prompt.
4. To see the credit card processing information for an
individual document, double click the document you
wish to view.
Processor Response Message
If you would like to see more of the processor response message you
can do so by highlighting the row and clicking on the Blue Arrow. This
will open the Processor Response Message window.
The reports that are printed from Customer Inquiry will list all
transactions in the table, and then it will give you the total amounts for
each type of transaction that have been attached to that customer.
65
To Print the Credit Card Transactions Report and
Historical Transactions Report:
1. Enter a customer ID.
2. From the CC ADVANTAGE Customer Inquiry window
choose the printer icon.
3. Choose Credit Card Transactions Report or Historical
Transactions Report.
Card Transaction Reports
CREDIT CARD ADVANTAGE™ offers very flexible credit cards transaction
reporting. The Card Transaction Reports window allows the user to generate a
list of credit card transactions entered in CREDIT CARD ADVANTAGE™. The
window lists several versions of the Card Transaction Report. These main
report selections affect the primary sort order of the report:
Card Transactions by User
Card Transactions by Date
Card Transactions by Card
Card Transactions by Card Number
Card Transactions by Amount
Card Transactions by Contact
Card Transactions by Query
Expired Book Transactions by Date
Ship Transactions by Date
Booked Transactions by Date
*This window is not available in the Light Version.
66
After choosing the sort order, the Card Transaction Report can be restricted
along one or more of several ranges. These ranges can be used individually
or in combination with each other to create a wide variety of reports:
Date
Credit Card
Customer ID
Card Number
Amount
Card Holder
To Generate Credit Card Transaction Reports:
1. Open the Card Transaction Reports window: from the
Advantage™ ⇒ Reports.
2. From the Report Type drop-down choose the sort
order for the report.
67
3. Enter one or more range restrictions in the fields
provided or accept the defaults.
4. Choose Create.
End of Day Procedure
Credit Card Advantage™ treats settlement as two different processes. The
first process occurs with the payment gateway, the second is directly with
Credit Card Advantage™. Your gateway has a time that it is scheduled to
settle and will do so automatically without intervention from Credit Card
Advantage™. During this settlement the actual transfer of money will take
place. Credit Card Advantage™ will run a similar procedure assuming best
case scenario. All transactions that were done and are considered as
transactions that can settle will be moved to history. This is known as the End
of Day Procedure.
The end of day process is activated in one of two ways. You can manually
“settle” by opening the End of Day window. This process settles transactions
based on the Auto Settlement Time entered on the CREDIT CARD
ADVANTAGE™ Setup window for each Setup ID. You also have the option of
automatically “settling” by leaving Dynamics GP open until after your set
Auto Settlement Time. The Auto Settlement procedure checks the current
hour to determine if settlement needs to occur.
The End of Day Procedure window also allows you to preview each Setup ID’s
credit card activity for the day, to print historical settlement reports and daily
transaction reports. The card daily activity and settlement reports may be
used to reconcile credit card activity recorded in CREDIT CARD
ADVANTAGE™ with that recorded by the Payment Gateway. For information
about obtaining reports from the Payment Gateway, see the appendix
dealing with your gateway.
Note:
Book, Void, Denied, and Voided transactions
will not be listed in both the preview reports and
the settlement reports. These transactions will
not settle or transfer money from the bank.
However, the Daily Transaction Reports will list
all transactions entered in one day regardless of
their types.
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Note:
The Settled Transactions list window only
displays 100 records. If you would like to
display the next set of 100 records, you must
click on the video scrolling buttons..
To Preview Credit Card Activity before Settlement:
1. Open the End of Day Procedure window: from the
Main Menu bar click Transactions ⇒ Sales ⇒ Credit
Card Advantage™ ⇒ End of Day Procedure.
2. Choose a Setup ID from the drop-down list.
3. Choose Preview to preview the transactions waiting
to be settled.
4. Choose the End-of-Day Transaction Preview from
Printer icon reports menu to print a preview report.
69
To Print Historical Settlement Reports:
Main Menu bar click Transactions ⇒ Sales ⇒ Credit
Card Advantage™ ⇒ End of Day Procedure.
3. Use the Look-up button next to the Last Settlement
Date field to choose the Settlement for the report.
4. Choose the Settlement Transactions from Printer icon
reports menu to print a preview report.
To Print Daily Transactions Reports:
Advantage™ ⇒ End of Day Procedure.
3. If you want to print Daily Transactions report for the
current day, click Preview button and then choose
the Daily Transactions from Printer icon reports menu.
4. If you want to print Daily Transactions report for a
historical date, use the Look-up button next to the
Last Settlement Date field to choose the Settlement
with the desired date and then choose the Daily
Transactions from Printer icon reports menu.
There are five reports that can be printed from the End of Day Procedure
window. The End-of-Day Transaction Preview will give you a summary of the
transactions that will be getting settled that day. The Settlement Transactions
report will print out all the transactions that settled on the select day. The
Daily Transactions report will print out all the transactions that were done that
day. The Settlement Summary report will print totals broken down by card
type. The Daily Trx Summary report will print the same thing as the Daily
Transactions report with less information.
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CCA Expired Book Batches
**This feature is unavailable in the Credit Card Advantage™ Light version.
CREDIT CARD ADVANTAGE™ helps in monitoring book transactions. If you
created a setup where the book transaction does not automatically get
renewed then the expired book transactions will show up in the CCA Expired
Book Batches window. From this window you can view transactions in a
batch, manually extend the book duration, renew the book duration, or
delete the expired book transaction.
Manually Extend
Expired book transactions can be manually extended by modifying
the book expiration date associated with each book transaction. This
procedure is useful when there is a discrepancy between the
expiration status of the local records and that of the bank records. A
request will not be sent out to the gateway for extending the book
transaction.
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To Manually Extend Expired Book Transactions:
1. Open the CCA Expired Book Batches window: from
the Main Menu bar click Transactions ⇒ Credit Card
Advantage™ ⇒ Expired Book Batches.
2. Use the Transactions button to see what transactions
are listed in the batches selected.
3. To
see details of a given transaction on the
Transaction screen, select the transaction and double
click it. This will show you the eTransaction Entry
screen for that transaction.
4. Make sure to close the Transactions screen before
processing.
5. Mark the batches you want to extend.
6. To extend the batch, choose Manually Extend.
7. Click “Yes” in the dialog, which asks “Are you sure you
want to manually extend this batch?”
8. Enter the number of days you want to extend the
expired batch and click “OK”.
9. Print the Expired Book Trx Processed report, if desired.
Renew Book Duration
When you renew an expired book batch a request will be sent out to
the gateway to reauthorize the customers’ credit card. This will put
another hold on the card that was charged regardless of the status of
the first book. Because a request is being sent out to the gateway,
transaction in this batch maybe denied when getting renewed.
To renew an expired book batch:
2. Use the Transactions button to see what transactions
are listed in the batches selected.
3. To
see details of a given transaction on the
Transaction screen, select the transaction and double
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click it. This will show you the eTransaction Entry
screen for that transaction.
4. Make sure to close the Transactions screen before
processing.
5. Mark the batches you want to renew.
6. To renew the batch, choose Renew Book. The status
of each transaction as it processes will be displayed in
the Status section of the CCA Expired Book
Transactions window. The total number of renewed
and denied transactions will be shown in the
Transaction section.
7. Print the Expired Book Trx Processed report, if desired.
Delete Book Transaction
When you delete an expired book batch a request will be sent out to
the gateway to void the original book from the customer’s credit card.
This will not free up the money that was booked because of the way
books are handled at the bank.
To delete an expired book batch:
2. Mark any batches that you want to renew.
3. Click on Delete and then click Yes.
4. A void request will be sent to remove the book from
the customer. If the void request is denied then the
transaction information will be removed from CCA.
Handling Renewed Book Transactions
If the renew process is successful, the renewed book transactions will
be placed back into their original batches. The Batch Verification
window lists all the batches including the ones just renewed.
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Handling Denied Transactions
When a renew process is declined, the transaction will be sent to a
rebook batch with name “Rbk-“ plus the current date. This batch will
be listed in Batch Verification window for users to take further actions.
This batch gives you two basic choices:
•
Resubmit the credit card transaction (with or without changes)
•
Delete the credit card transaction (not necessary in Real Time)
CCA Expired Book Transactions window
The CCA Expired Book Transactions window is accessible through the CCA
Expired Book Batches. When drilling down on expired book batches you will
be taken to the CCA Expired Book Transactions window. From this window
you will be able to zoom to the document and/or transaction to change and
update any information.
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To drill down on an expired book batch:
2. Mark any batches that you want to drill down on.
3. Click on Transactions.
4. Highlight the document that you would like to view.
By clicking on “Document Number” the Great Plains
sales document will come up. If you double click the
highlighted document then you will be able to see
the eTransaction Entry window.
Remove History
Remove CCA History can be performed to remove information in your CREDIT
CARD ADVANTAGE™ database and whenever you think data corruption
may have occurred. To access this window you must be logged in as “sa.”
WARNING:
The Remove History process will remove Credit
Card Advantage data from your database. You
will not be able to get this data back.
To Run Remove CCA History:
1. Login to Great Plains as “sa.”
2. Open the CC Advantage Remove History window:
Card Advantage™ ⇒ Remove CCA History.
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3. Enter the Invoice Start Date and the Invoice End
Date.
4. Choose Remove.
Auto Reconciliation
To quickly reconcile all of your transactions for the day you can use the Auto
Reconciliation window. To use this window you need to import a file with
some or all of the fields that are associated to any transaction. This file must
include a column containing Transaction ID’s for your transactions. The
format of the file needs to be either delimited by a tab or a comma, or needs
to have fields with a fixed width.
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To obtain an import file for Auto Reconciliation:
1. Login to VeriSign Manager. (This is one file that can
be obtained for Auto Reconciliation).
2. Click on Reports ⇒ Daily Activity reports.
3. Change the Report Type to “Full-Detail; ASCII Text.”
4. Click on submit.
5. Copy and paste the file into Notepad.
6. Save this file.
The Import button will use the specifications provided in the top part to
read the file. It will break the file into appropriate fields based on the
information in the Field Sequence subsection. These sections need to
be properly defined for the file to be parsed correctly. No changes
are made to your input file.
To import a file for Auto Reconciliation:
1. Open the Auto Reconciliation window in Great Plains:
Card Advantage™ ⇒ Auto Reconcile.
2. Enter in an import ID. You can select one from the
lookup or create a new one.
3. Choose a file type and set the file location. You can
also enter in a description for reference information.
4. Set field sequence.
5. Click Import. This should fill in the second part of the
table.
The Reconcile button will print two reports. The first report will print out
transactions that were absent from the Dynamics/eEnterprise
Checkbook , but are in the payment gateway import file. The second
report prints out transactions that are in the Dynamics/eEnterprise
Checkbook, but absent from the payment gateway import file.
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To reconcile a file:
1. Open the Auto Reconciliation window in Great Plains:
Card Advantage™ ⇒ Auto Reconcile.
2. Import a file into the Auto Reconcile window.
3. Choose Reconcile. Print the 2 reports.
Expired Customer Cards
The Expired Customer Cards window will display a list of all the customers that
have credit cards that are expired. From this window you can zoom to the
customer card and make changes on the expiration date, and any other
information that needs to be updated. You can also delete the expired
card. If the card is on the customer master then that card information will be
removed.
To update customer with expired cards:
1. Open the Expired Customer Cards window: from the
Advantage™ > Expired Customer Cards.
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2. Highlight the record that you would like to fix.
3. Choose Zoom, this will take you to the Credit Card
Setup window.
Make changes and save the
customer card and close the Credit Card Setup
window.
4. Click
Redisplay in the Expired Customer Cards
window. Repeat steps 2 through 4 for all cards that
need to be renewed.
To delete expired cards:
1. Open the Expired Customer Cards window: from the
Advantage™ > Expired Customer Cards.
2. Highlight the record that you would like to delete.
3. Click the Delete button.
4. Click
Redisplay in the Expired Customer Cards
window. Repeat steps 2 through 4 for all cards that
need to be deleted.
Credit Card Setup Window
The Credit Card Setup window allows you to manage multiple credit cards
and eCheck/ACH information. You can think of this as a wallet for each of
your customers. You can delete, enter and update your customer’s credit
card and eCheck/ACH infomration. If you are updating a credit card that is
in the customer master table then saving the changes will update the
customer master record.
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To create or update a new credit card:
1. Open the Credit Card Setup window: from the Main
Menu bar click Transactions >
Advantage™ > Credit Card Setup.
Credit
Card
2. Type in the Customer Number, credit card name,
credit card number, and credit card expiration date.
If the card with that information already exists one will
be brought up. To bring up a card without typing in
information you can click on the lookup button next
to the Credit Card Name field. If you enter in your
customer number, then you can use the video scroll
buttons next to the Card Name/Acct Number field of
the screen to move through the customers wallet.
3. Then enter the billing Address you would like to attach
to that credit card / eCheck / ACH record.
4. If you entered a credit card and want to make the
card the default then check the ‘Save to Customer
Card’ checkbox. By marking the checkbox, you will
directly affect the credit card information stored in
the customer master table. If you enetered an
eCheck/ACH record and want to make it the default
checking information then mark the ‘Default
Checking Account’ checkbox.
5. Click Save.
Default Card Setup
The default credit card used by Credit Card Advantage™ is the one
that is stored in the Great Plains customer master table. Instead of
using the Credit Card Setup window you can directly enter and edit
the credit card information from the Customer Maintenance window.
The default card is the credit card that will populate the eTransaction
Entry window when it is first opened.
To enter default card information directly in
Dynamics GP:
1. Open the Dynamics GP Customer Maintenance
window: Cards ⇒ Sales ⇒ Customer.
2. Choose a customer
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3. Enter in the customer information. The Address ID in
the billing field will be the information brought up in
the eTransaction Entry window. The Address ID in the
shipping field will be the shipping information that is
printed on the receipt.
4. Choose the Options button.
5. Enter in the Credit Card Name, Credit Card Number,
and Expiration Date.
6. Click OK.
7. Click Save.
Note:
When you process a credit card and the
transaction is approved that credit card
information will be saved automaticall be saved
in the CCA Table (encypted). By clicking on the
‘Save to Customer Card’ checkbox, the card
that was in the eTransaction Entry window will
be saved in the GP Table (unencrypted) and set
as the default card.
WARNING:
Enter only numerical values into the Credit Card
field. Please do not enter ‘-’ between the digits.
For example, if the card number is
4111111111111111,
then
enter
4111111111111111 instead of 4111-1111-11111111.
Mark Deposits
The Mark Deposits window allows you to quickly mark credit card transactions
in your bank deposits module. Once the card name and date are specified
you will be able to mark all transactions by the card on that date.
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To mark transactions in Bank Deposits:
1. Open the Bank Deposits window:
Transactions ⇒
Financial ⇒ Bank Deposits.
2. Choose a Checkbook ID.
3. The Mark Deposits window will open up. The window
can also be opened by going to Extras ⇒ Additional
⇒ Mark Deposits.
4. Select the credit card name that you want to mark.
5. Enter in the date that needs to be marked.
6. Click the Mark button.
Archive Inquiry
You now have the ability to view your archived records. To Archive your
records you need to use the CCA Support Utility. You specify an end date to
archive your transactions to. Once your transactions are archived Credit
Card Advantage will only look at the from the Archive Inquiry window.
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To view transactions in Archive Inquiry:
1. Open the Archive Inquiry window:
In the Shortcuts
Add > Other Windows.
Expand Credit Card
Advantage > 3rd Party > CCA Support Utility.
2. Click the CCA Support Utility shortcut just added.
3. Click the Archive Inquiry button.
4. Choose the Setup ID and select a Settlement Date.
WARNING:
Please contact Nodus Support before using
features in the CCA Support Utility.
Nodus Process Hold Setup
You can setup process holds in Credit Card Advantage. Currently, you can
apply a process hold for two actions. You must setup the process Hold in
Microsoft Dynamics GP before setting up the hold in Credit Card Advantage.
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Hold Description
Usage
Failed Sale/Ship trx on
Sales Invoice
Credit Card Advantage will apply this hold to the Sales Invoice window
when there is a failed Sale or Ship transaction created on a Sales Invoice.
Failed Book
Sales Order
Credit Card Advantage will apply this hold to the Sales Order window when
there is a failed Book transaction on the order. If a deposit/payment is
taken on the order then this hold will not be applied.
trx
on
To Setup Nodus Process Hold:
1. Open the Sales Process Hold Setup window: Tools >
Setup > Sales > Process Holds.
2. Open the Nodus Process Hold Setup window: Extras >
Additional > Nodus Process Hold Setup.
3. Make sure you have select a Process Hold ID.
4. Mark the Hold description you would like to place a
Hold for.
Nodus Contract Detail
The Nodus Contract Detail window works with Encore Business Solutions
Recurring Contract Billing with optional Importer product. When you create a
contract in Encore’s module you will need to also populate the Nodus
Contract Detail window with the credit card information for the contract.
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Window Fields
Description
Setup ID
This will default from the Auto-Batch Setup in Credit Card Advantage. This
is the setup ID that will be used for processing the contract.
Contract Number
This is Encore’s contract number. This should be pulled from the contract
window directly.
Customer ID
The Customer the contract is tied to.
contract window directly.
Credit Card ID
The card name the contract should use.
Credit Card Number
The card number to use for the contract detail.
Expiration Date
The expiration date for the credit card being used.
This should be pulled from the
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Part IV: Advanced Features
Features that are not supported in the Light Version were indicated in the
table above and will be indicated in its respected section.
Credit Card Number Validation
When you enter in the credit card number into any of the card number fields
in Credit Card Advantage, a validation will be performed on the card
number. Credit Card Advantage will run through a Luhn-10 check on the
card number making sure that a valid card number is entered. If a valid card
number is entered the software will continue as normal. If a card number
does not match the Luhn-10 check a warning will be given to the user that
the card number is not a valid format. The user has the option of continuing
or retyping the information in.
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.
Please check with your gateway first if there is a setting to enable Fail on
Address Mismatch. If so, Fail on Address Mismatch should be activated at
your gateway, and not Credit Card Advantage.
To Activate Fail on AVS in Credit Card Advantage:
1. Open the Credit Card Advantage™ Setup window
⇒ Setup.
2. Bring up the Setup ID which you would like to use Fail
on Address Mismatch.
3. Expand the Setup window by clicking on the blue
arrow at the top of the window.
4. Mark the Fail on Address Mismatch checkbox.
5. Choose Save.
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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.
Note:
The fail on Address mismatch checks the entire
address. If the address on the card is “123 My
Address Road” and you enter in “123 My
Address Rd” it will fail on mismatch. If you enter
in extra spaces it will also fail.
Please check with your gateway first if there is a setting to enable Fail on Zip
Mismatch. If so, Fail on Zip Mismatch should be activated at your gateway,
and not Credit Card Advantage.
To Activate Fail on ZIP in Credit Card Advantage:
⇒ Setup.
on ZIP Mismatch.
4. Mark the Fail on ZIP Mismatch checkbox.
5. Choose Save.
Processing with CVV2
The CVV2 is a security number that is required by some credit cards. It is
illegal to store this number and so is not stored in Credit Card Advantage.
There is no setup in Credit Card Advantage™ that will prevent an order from
being accepted if this CVV2 code does not match. If you plan on submitting
the CVV2 code with your transactions then you can only do real-time
processing.
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Fail on CVV2 Mismatch
The Fail on CVV2 Mismatch enforces correct CVV2 verification. If this feature
is activated cards that do not match the CVV2 will be denied even if the rest
of the transaction is correct. Fail on CVV2 Mismatch can be turned on or off
for each Setup ID.
Please check with your gateway first if there is a setting to enable Fail on
CVV2 Mismatch. If so, Fail on CVV2 Mismatch should be activated at your
gateway, and not Credit Card Advantage.
Note:
Fail on CVV2 Mismatch in CCA is only supported
if you are processing Real Time transactions and
if your gateway is either USA ePay or Verisign.
To Activate Fail on CVV2 Mismatch:
⇒ Setup.
on CVV2 Mismatch.
4. Mark the Fail on CVV2 Mismatch checkbox.
5. Choose Save.
Note:
Fail on CVV2 Mismatch in CCA is only supported
if you are processing Real Time transactions and
if your gateway is either USA ePay or Verisign.
To Activate Fail on CVV2 Mismatch:
⇒ Setup.
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on CVV2 Mismatch.
Encore.NET Integration
Nodus Credit Card Advantage works with Encore Business Solutions .NET
Recurring Contract Billing with optional Importer. You will be specifying the
credit card information that is tied to the contract from the contract.
To Add Contract Information:
1. Open the Nodus Contract Detail window: From the
Recurring Contract Entry wndow go to the Options
tab > Choose Auto Payment Type ‘Nodus Credit
Card’ > Click the Blue Arrow next to the Nodus Card
field.
2. The Setup ID, Contract Number, and Customer ID
fields should already be prepopulated.
3. Enter the Credit Card ID, Credit Card Number, and
Expiration Date.
4. Click the Save button.
When you run the create contract procedure in Encore Business Solutions
product it will tell Nodus to create an e-Transaction for the created invoice if
you set the Auto Payment Type to Nodus Credit Card. Once the contracts
have been created you can review them from the batch verification window
and complete the transaction as if was a batch transaction.
Entering More than One Credit Card for a
Single Document
**You cannot do Multiple Booking in the Credit Card Advantage™ Light
version.
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. You cannot use the Multiple
Booking feature at the same time as Partial Shipping.
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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 (for reporting) 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.
Credit Card Advantage™ does not convert the amount being sent.
Automatically Renew Expired Book
Transactions
The automatic renew expired book transactions feature allows you to renew
an expired book transaction. After the automatic renewal, the expiration
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date for the book transactions, along with other necessary fields, will be
updated. However, if the renew process fails, a rebook batch will be
created, similar to the ones produced during manual renewal. In that case,
users need to open Batch Verification window to take further actions on the
denied transactions.
To Setup Auto Renew Expired Book:
⇒ 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).
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Note:
More than one book transaction can be issued
for a single line item. When using multiple
booking be sure you book exactly as much as
you are going to charge.
WARNING:
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.
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To Set Up Multiple Booking:
⇒ Setup.
2. Select a Setup ID from the lookup window opened by
clicking the lookup button.
3. Check the option “Allow Multiple Booking”.
To use Multiple Booking:
1. Open the Sales Transaction Entry window.
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
Note:
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.
to complete.
Partial Shipping
**This feature is unavailable in Credit Card Advantage™ Light version.
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. Users must
select “Allow Partial Shipping” in CCA Setup window to activate this feature
for individual Setup ID.
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WARNING: 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 this case, the
original payment will be attached to the new
Invoice and there will be no payment attached
to the new Back Order.
To Set Up Partial Shipping:
⇒ Setup.
2. Select a Setup ID from the lookup window opened by
clicking the lookup button.
3. Check the option “Allow Partial Shipping”.
To use Partial Shipping:
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.
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Send Tracking Email
If the user needs to send an email confirmation to the customer after
having entered tracking numbers to the SOP entry, you would first
have to activate this option on your Credit Card Advantage Setup
window. After activating this option, entering Tracking Information
under ‘User-Defined’ in SOP entry and clicking OK would automatically
send a Tracking Confirmation Email to that certain customer provided
that:
There is an existing SMTP Server in the system and it’s properly set
up to get connected from the Great Plains server.
the Carrier Custom Link the user inputs in User Defined Tracking
Number (including the default ‘Z’) exists
There is an email address registered for the Company, and
The Customer is set up with an Email address on its default
address.
Note:
For the Tracking Confirmation emails to be sent,
the user must save the SOP document first.
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Setting up Carrier/Tracking Number Custom Link
Tracking number fields may also contain an indicator for the carrier’s
website. The carrier is marked by separating the first character of the
tracking number from the remainder by a slash (/); the first character
indicates the Carrier. For example, inputting “F/LA123456789” will
separate “F” as a Carrier and “LA123456789” as the Tracking number.
Using this Carrier, the code searches the Custom Link table for a
Tracking record with the Carrier as the Custom Links Label. The
associated URL is printed after the Tracking number on the report.
If no Carrier URL is part of the Tracking number, the Email will only
contain the Tracking Number without any URL.
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If a Carrier is indicated, but is not found in Custom Links, CCA will
search for a default Custom Link Label set as “Z”.
To create a Carrier/Tracking Number Custom Link:
1. Open the Custom Links window: from the Main Menu
bar click Go to (Tools ⇒) Setup ⇒ Company ⇒
Custom Links
2. Click on the ‘New’ Button.
3. Set Prompt to ‘Tracking Number’
4. Set Custom Link Label to a unique character – this is
what will be entered preceding the tracking number.
5. Leave the ‘Field Value’ blank, but check the ‘All field
values’ checkbox.
6. Set ‘Internet Address’ to the URL for the Carrier’s
website that will direct you to the Tracking Page. You
can embed the Tracking Number inside the URL by
includes in the ‘<TrackingNumber>’ tag. (ie:
www.ups.com/trackingnumber=<TrackingNumber>).
7. Click ‘Save’.
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Setting a Default Email Address for the Company
A default Email Address is needed for the Company to provide a
Sender on the Emails sent. This address needs to be working and can
be replied to.
To set a Default Email for the Company:
1. Open the Company Setup window: from the Main
Menu bar click Go to Tools ⇒ Setup ⇒ Company ⇒
Company
2. Open the Internet Information window by clicking on
the “i” button.
3. Make sure that there is a default email address
specified. If not, Set ‘E-mail’ to the proper email
address of the Company.
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Setting a Default Email Address for a Customer
For obvious reasons, the customer intended to be emailed must have
a default email address set on his Customer Card. CCA is using the
email address associated to the Address ID that is the default on the
Customer Card. If CCA does not see the Email Address, the Email will
not be sent out for that Tracking Number.
To set a Default Email for a Customer:
1. Open the Customer Maintenance window: from the
Main Menu bar click Go to Cards ⇒ Sales ⇒
Customer
2. Open the Internet Information window by clicking on
the “i” button.
3. Make sure that there is a default email address
specified. If not, Set ‘E-mail’ to the proper email
address of the Customer.
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The Email Body Template File
The File name for this template is NodusEmailTemplate.txt, and it is
stored by default in the Dynamics folder. There is an existing format
which is editable:
Order Tracking Information:
Your order tracking number for order <OrderNumber> is:
<TrackingNumber>.
When a tracking number is included, please note that we've assigned it before giving
the package to the carrier. If your tracking number does not appear immediately, the
carrier may still be processing this information. You may need to check the carrier's
site periodically for the updated information.
Order Summary
Bill To:
<BillToAddress>
Ship To:
<ShipToAddress>
Order Info:
<OrderLineDetails>
Subtotal:
Discounts:
Freight:
Misc:
Tax:
Total:
<SOPSubtotal>
<SOPDiscount>
<SOPFreight>
<SOPMisc>
<SOPTax>
============
<SOPTotal>
Please note that if you paid with a credit card, your bill will be from <MerchantName>.
We appreciate your business.
Sincerely,
<MerchantName>
<MerchantPhone>
<MerchantWebAddress>
If you would choose to edit the template, the tags are listed below.
The code will replace the tag with the field value. These tags are
Case-insensitive:
Tag
<OrderNumber>
Path
SOP*
Field(s)
Document No.
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<TrackingNumber>
SOP* → User Defined button
Tracking No(s) + Custom Link URL
<OrderLineDetails>
SOP* → Line Window
Item Description
Quantity
Quantity To Invoice
<BillToAddress>
SOP* → Customer Expansion
Contact
(Display = Bill-To)
Address 1
Address 2
City, State ZIP
<ShipToAddress>
SOP* → Customer Expansion
Contact
(Display = Ship-To)
Address 1
Address 2
City, State ZIP
<SOPSubtotal>
SOP*
Subtotal
<SOPDiscount>
SOP*
Trade Discount
<SOPFreight>
SOP*
Freight
<SOPMisc>
SOP*
Miscellaneous
<SOPTax>
SOP*
Tax Inclusive
<SOPTotal>
SOP*
Total
<MerchantName>
COMPANY*
Company Name
<MerchantPhone>
COMPANY*
Phone 1
<MerchantWebAddress>
COMPANY* → Internet Address
Home Page
Note:
SOP = Transaction→Sales→Sales Transaction Entry.
COMPANY = Tools→Setup→Company→Company
Below are the tags as shown visually in Great Plains:
<OrderNumber>
<TrackingNumber>
<OrderLineDetails>
(from the scrolling window)
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<BillToAddress>
<ShipToAddress>
<SOPSubtotal>
<SOPDiscount>
<SOPFreight>
<SOPMisc>
<SOPTax>
<SOPTotal>
Email Receipt
If you setup your system to automatically send an email receipt, an email will
be sent to the customer on approved sale and ship transactions. The email
will grabs most of its information from the Nodus open transaction table. If
you create a transaction using the Cash Receipts or Receivables Entry
module the system will use the NodusEmailReceipt.txt template file. If you
create a transaction using the Sales or Invoice Entry modules the system will
use the NodusEmailReceiptLines.txt template file.
The file format is broken down into two parts.
<Subject>
<EmailBody>
The <Subject> section is the subject of the email. The subject you want to
send should be enclosed in subject tags. For example: <SUBJECT>Email
Receipt</SUBJECT>
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The <EmailBody> section can use escape tags to build the email section. The
following table covers the modifiable tag in the template file. All tags are in
upper case.
Note:
The fields in the table below are obtained
directly from the database. Therefore, to output
certain fields you may need to Save the
document first.
Tag Name
Description
<TRXDATE>
Transaction Date in M/D/YYYY format
<TRXTIME>
Transaction Time in H:M:S <AM/PM> format.
<DOCNO>
The document number stored in Credit Card Advantage
<CUSTID>
The Customer Number stored in Credit Card Advantage
<DOCSRC>
The document source stored in Credit Card Advantage
<DOCTYPE>
The document type stored in Credit Card Advantage
<TRXTYPE>
The transaction type stored in Credit Card Advantage
<TRXSTATUS>
The transaction status stored in Credit Card Advantage
<BFIRST>
Billing first name stored in Credit Card Advantage
<BMIDDLE>
Billing middle name stored in Credit Card Advantage
<BLAST>
Billing last name stored in Credit Card Advantage
<BADDR1>
Billing address 1 stored in Credit Card Advantage
<BADDR2>
<BADDR3>
<BCITY>
Billing city stored in Credit Card Advantage
<BSTATE>
Billing state stored in Credit Card Advantage
<BCOUNTRY>
Billing Country stored in Credit Card Advantage
<BZIP>
Billing Zip stored in Credit Card Advantage
<SFIRST>
Shipping first name stored in Credit Card Advantage
<SMIDDLE>
Shipping middle name stored in Credit Card Advantage
<SLAST>
Shipping last name stored in Credit Card Advantage
<SADDR1>
Shipping address 1 stored in Credit Card Advantage
<SADDR2>
<SADDR3>
Tag Name
Description
<SCITY>
Shipping city stored in Credit Card Advantage
<SSTATE>
Shipping state stored in Credit Card Advantage
<SCOUNTRY>
Shipping country stored in Credit Card Advantage
<SZIP>
Shipping zip stored in Credit Card Advantage
<CARDORACCT>
Last 4 of the credit card number or account number
<EXPORABA>
Expiration Date MM/YY format or last four digits of the ABA number
<RESPAUTH>
Response authorization code stored in Credit Card Advantage
<CARDAMT>
The amount that was charged stored in Credit Card Advantage
<ORIGID>
The origination id stored in Credit Card Advantage
<MERCHANTNAME>
The company name stored in Microsoft Dynamics GP
<MERCHANTPHONE>
The company phone number stored in Microsoft Dynamics GP
<LOCID>
The company location stored in Microsoft Dynamics GP
<MERCHANTWEB>
The web address stored in Microsoft Dynamics GP
<BILLTOADDRESS>
Preformatted bill to address information
<SHIPTOADDRESS>
Preformatted ship to address information
<ACCTINFO>
Preformatted account information
<SUBTOTAL>
Subtotal from Sales / Invoice document
<TRADEDISCOUNT>
Trade discount from Sales / Invoice document
<FREIGHT>
Frieght amount from Sales / Invoice document
<MISC>
Miscellanous amount from Sales / Invoice document
<TAX>
Tax amount from Sales / Invoice document
<AMOUNT>
Total amount from the Sales / Invoice document
<ORDERDETAILS>
Preformatted line item information
103
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
104
the Force, follow the steps for Entering Credit Card Transactions. See Force
Transactions in the Transaction Types section.
View CCA Encrypted Credit Card Number
You can now view credit card numbers encrypted by Credit Card
Advantage. In order to do this you will need to install Credit Card Encryption
8.0 Build 6 or later. It also utilizes the security settings and audit trail of Credit
Card Encryption to help keep you compliant.
To view CCA encrypted credit card number:
1. Open the Credit Card Setup window: from the Main
Menu bar click Transactions ⇒
Advantage™ ⇒ Credit Card Setup.
Credit
Card
2. Type in the Customer Number. To bring up a card
without typing in information you can click on the
lookup button next to the Credit Card Name field. If
you enter in your customer number, then you can use
the scroll buttons at the bottom of the screen to
move through the credit cards on file for that
customer.
3. Go to Extra menu ⇒ Additional ⇒ View Credit Card
Number ⇒ A ‘Credit Card Info’ window will pop up
given a decrypted credit card number for the
selected customer’s card.
105
If you are at the eTransaction Entry window you can view the decrypted
credit card number the same way.
Deleting and Voiding Dynamics GP 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 in 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 credit
card transaction has been verified but not settled.
A reversing credit transaction will be generated if the original credit
card 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
Batch Verification window.
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Using Sales Workflow
You can make Credit Card Advantage™ part of your sales workflow. To use
the Dynamics GP sales work flow, you must create a Fulfillment Order
document. For exact information on how this document works, refer to the
Great Plains documentation. The following is a walk through of one way to
integrate Credit Card Advantage™ into your Sales Workflow.
To use Sales Workflow:
2. Create a Fulfillment Order, as mentioned in Dynamics
GP.
3. Before you print the picking slips, create a book
transaction for the document.
4. Continue through the workflow as normal until you
have confirmed the packing.
5. Transfer the Fulfillment Order if necessary.
NOTE: If
partial shipping is marked, another book transaction
will be created for the item that is back ordered.
Assuring you that when that item is available, the
funds will available as well.
6. Continue through the workflow as normal through the
shipping state. Once the product is shipped, also ship
the book transaction.
7. Complete the rest of the steps of the sales workflow.
Transfer Multiple Batches
Dynamics GP has added a feature to enhance your ability to transfer
documents. Using the Transfer Multiple Batches window you can easily
transfer many documents by batch id, customer id, or other types. Please
refer to Great Plains documentation for more information. As each order or
back order is transferred to an invoice the original transaction will also be
transferred with the document. If you are using partial shipping and transfer
the document, the new document will use the original book transaction. If
an item stays behind then a new book transaction will be created for the
document.
Note:
You may only transfer one type of document at
a time for Partial Shipping to work correctly.
107
Level 2, 3 Processing
Credit Card Advantage will automatically attempt to submit level two and
three processing data to your gateway and processor, if the data is
available. This applies to credit card transactions only.
Transaction data can be passed from the following sales modules:
Cash Receipts: Level 2 and 3 data only if the Cash Receipt has been applied
before processing, and that Level 2,3 information is filled in on the Invoice.
Receivables Transaction Entry: Level 2 data only
Invoice Entry: Level 2 and 3 data
Sales Order Processing: Level 2 and 3 data
Please check with your payment gateway and processor if Level 2 and 3
data are supported. Currently, Credit Card Advantage only supports Level 2
and 3 data submission for the following:
Level 2 Gateways:
AuthorizeNet
Paymentech
USA ePay: Book, Ship, and Sale transactions only
Verisign (only qualifying processors.
processors quality)
Please check with Verisign on which
Level 3 Gateways and Processors:
Verisign (FDMS South, Vital, FDMS North, Paymentech Salem, American
Express)
Note:
If a Cash Receipt is applied to more than one
Invoice, the data will be retrieved from the first
Invoice the Cash Receipt is applied to.
Amounts, however, such as Tax or Freight
amount submitted will be totaled from all
Invoices that the Cash Receipt is applied to.
108
Part V: Task Scheduler
The Task Scheduler allows you to schedule times to automatically create a
batch, process a batch, and / or run settlement. The task scheduler helps
you save even more time by cutting out the steps of putting transactions into
a batch, opening batch verification and processing a batch, and opening
the End of Day window. The only thing you have to do is create documents
in Dynamics GP, leave the rest to us. You will need to get familiar with the
following four task scheduler windows: Setup, Set Auto Batch Creation Time,
Set Batch Processing Time, and Set Settlement Time. These windows can be
icon from the system tray. To schedule or
opened by right clicking the
run any tasks through the Task Scheduler you must have Dynamics GP open
and running. You only need to set this information on the computer that will
run these features.
WARNING:
If you set processes to run at the same time
Great Plains will cause problems. You should
not schedule more than one event at a time
because either only one event will run or Great
Plains will run into problems.
After installing Credit Card Advantage™ a Login Screen might popup the first
time you open Great Plains. If this happens right click the Nodus icon in the
System Tray and select exit. Then close the Login screen.
Setup
The Setup window is required for Windows XP, Windows 2000, and Windows
NT.
The information in this field corresponds to your computer login
information. There is also an Auto Sync checkbox, off by default. When the
box is checked the Task Scheduler will query Dynamics GP about every
minute. If the box is left unchecked then the box will not query the database
but rather run when it is triggered by the time. If the checkbox is checked we
recommend unchecking it so a Login screen does not popup when logging
into Dynamics GP. You should set this up before you open Dynamics GP.
109
To Setup Task Scheduler:
1. Open the Task Scheduler Setup window: Right click
the Nodus Icon in the system tray and select Setup.
2. Enter in a login name to the computer that has
Administrative privileges. Enter the password for the
login.
3. Click the OK button.
Set Auto Batch Creation Time
The Set Auto Batch Creation Time window will take documents created in
Great Plains and automatically create credit card transactions for them. You
no longer have to wait for the eTransaction Entry screen to open, and click
the batch button, to put the document inside of a batch. Batches will be
created using the default information for customers. The difference between
this feature and the one inside Great Plains is that you can schedule times for
a batch to be created. You can setup multiple times for the same batch
name and source to be created. Once the batch is created you can open it
up in Great Plains.
110
Set Batch Processing Time
The Set Batch Processing Time window allows you to process created batches
at a specified time without even opening the Batch Verification window.
Your batches could be created either using the Auto Batch feature or
manually clicking the batch button on the eTransaction Entry screen.
End of Day Scheduler Setup
End of Day scheduler can be opened by clicking the
bar on the right corner of your computer screen.
icon from the task
111
For each Setup ID, a settlement time can be entered to run the End Of Day
procedure automatically in the background. The Dynamics needs to be up
and running at the scheduled time in order to settle the transactions properly.
The process will simply ignore if the Dynamics is not up at the scheduled
settlement time. Clicking the “OK” button saves the schedule. Users can also
click the “Run End Of Day Procedure” button to run the process manually at
any time.
Note:
Task Scheduler is not compatible with Windows
NT.
WARNING:
You need to run the End Of Day process daily in
order to make the Void process working
properly. The End of Day process can be
triggered by clicking “Run End Of Day
Procedure” button on the End Of Day Scheduler
window, or by opening the End Of Day
procedure window in CCA, or by setting the
settlement time and leaving the Dynamics
running.
112
Appendix A: Troubleshooting
Problem
Remedies
‘Transaction Failure’
Be sure Setup is correct
Be sure Internet connection is live
Be sure operating system is Windows 2000, NT or
XP.
Internet connection failed while processing a
batch of credit card transactions
Transactions in a batch are sent one-by-one. The
transactions that were sent before the connection
went down will process as normal. Any
transactions left unprocessed in the batch at the
time the connection goes down will be mark as
‘Denied’ and moved to a denied batch. The denied
batch may be resubmitted 'as is' when the Internet
connection is restored.
‘Transaction Type Invalid’ for any type
Be sure you have not used the Dynamics Credit
Card Payment Process to record a payment. If
you have, delete the payment and re-enter it
through CCA.
‘Processing Engine not installed’
You are missing the ‘PluginGlue.dll’. Re-install
CCA using the CCA*.exe
The list of Connectors or Processors is empty in
the Credit Card Advantage Setup window.
The Configuration files are missing or not installed
correctly. Try running the install again.
The installation is not putting the files into the
correct locations.
Uninstall the software. Make sure you log into the
computer
with
Administrative
Privileges.
Download and execute the install again.
I am using a Citrix box and the installation is
failing.
Make sure you are logged into the server, and
have administrative privileges. It is a good idea to
put yourself in install mode and run it through
Control Panel’s Add/Remove Programs feature.
I am running End of Day procedure and nothing is
showing as it was settled.
Make sure you are on our latest release. Add the
“CCA Support Utility” to the shortcuts panel. Open
that window and uncheck the “End of Day
Procedure Looked” checkbox and run the
procedure again.
I was processing a transaction and got window
opened up asking for a Registration Key.
You have reached 1000 transactions. Along with
your site ID, please provide the version, build and
connector that you are using for Credit Card
Advantage.
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Appendix B: Files/Tables Created by
Credit Card Advantage™
The following files and tables are created and maintained by the Credit Card
Advantage™ subsystem:
Data Files
In the Dynamics or System database:
Technical Name
Physical Name
ME_CC_Setup_Workstations
ME142704
MSO_Registration
MS273599
MSO_CCA_Activity
MSO_CCA_Activity
MSO_NetConnect_Batch
MSO_NetConnect_Batch
In each Company database:
Physical Name
Technical Name
Series
ME_Error
ME_Error_Log
Sales
ME142701
ME_CC_Batches_For_Request
Sales
ME142703
ME_CC_Request_History
Sales
ME142706
ME_Credit_Card_Processing_Setup
Sales
ME142707
ME_Denied_Transactions
Sales
ME142708
ME_Requestor_Answers
Sales
ME142711
ME_CC_Settlement_Summary
Sales
ME142713
ME_CC_PreAuthorizations
Sales
MS273501
MSO_Engine_SETP
Company
MS273502
MSO_Engine_Company_Default
Sales
MS273503
MSO_Engine_User_Default
Company
MS273504
MSO_Card_Components
Sales
MS273504
MSO_Denied_TRX
Sales
MS273505
MSO_TRX
Sales
MS273506
MSO_Doc_Information
Sales
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Physical Name
Technical Name
Series
MS273507
MSO_Address
Sales
MS273509
MSO_Card_Information
Sales
MS273510
MSO_TrxType_Information
Sales
MS273511
MSO_Processor_Information
Sales
MS273512
MSO_History
Sales
MS273514
MSO_SOP_Transfer_Log
Sales
MS273515
MSO_Settlement
Sales
MS273516
MSO_Book_Expr_Duration
Company
MS273517
MSO_Orignal_BatchNumber
Sales
MS273518
MSO_Multi_Currency_Info
Sales
MS273521
MSO_Scheduled_Processing
Sales
MS273523
MSO_History_Archive
Sales
MS273525
MSO_Import_Fields
Sales
MS27327
MSO_Credit_Card_Setup
Sales
MS273528
MSO_ShortCut_Setup
Sales
MS273529
MSO_Email_Error
Sales
MS273530
MSO_SalesDocLocking
Sales
MS273531
MSO_Settlement_Archive
Sales
MS273532
NDS_RMB_ContractTrxDetail
Sales
MS273533
NDS_ProcessHold
Sales
MS273536
MSO_Credit_Card_Docs
Sales
MSO_CCViewAudit_MSTR
MSO_CCViewAudit_MSTR
Sales
MSO_CreditCard_MSTR
MSO_CreditCard_MSTR
Sales
MSO_Trx_AdditionalInfo
MSO_TrxAdditionalInfo
Sales
MSO_User_Permissions_MSTR
MSO_UserPermissions_MSTR
Sales
Other Files Installed Directory
File Name
Default Folder
Always Installed
CCA.cnk (becomes CCA.dic)
<GPLaunch>
YES
CCA.cnt
<GPLaunch>
YES
CCA.hlp
<GPLaunch>
YES
PluginGlue.dll
<GPLaunch>
YES
NodusCCAUtil.dll
<GPLaunch>
YES
115
File Name
Default Folder
Always Installed
Interop.REGKEYSERVERLib.dll
<GPLaunch>
YES
NodusEmailReceipt.txt
<GPLaunch>
YES
NodusEmailReceiptLines.txt
<GPLaunch>
YES
NodusEmailTemplate.txt
<GPLaunch>
YES
Credit
Card
Notes.pdf
Advantage™
Release
<GPLaunch>\Credit
Advantage
Card
YES
Credit
Card
Notes.txt
Advantage™
Release
<GPLaunch>\Credit
Advantage
Card
YES
Credit Card Advantage™ User Guide.pdf
<GPLaunch>\Credit
Advantage
Card
YES
AuthorizeNetConnector.dll
<NodusFramework>
YES
AuthorizeNetUtil.dll
<NodusFramework>
YES
ConnectionManager.exe
<NodusFramework>
YES
ConnectionServer.dll
<NodusFramework>
YES
CybersourceConnector.dll
<NodusFramework>
YES
CybersourceUtil.dll
<NodusFramework>
YES
LitleConnector.dll
<NodusFramework>
YES
LitleUtil.dll
<NodusFramework>
YES
MonerisConnector.dll
<NodusFramework>
YES
MonerisUtil.dll
<NodusFramework>
YES
N3CConnector.dll
<NodusFramework>
YES
N3CUtil.dll
<NodusFramework>
YES
NodusListView.ocx
<NodusFramework>
YES
NtfyIcon.ocx
<NodusFramework>
YES
PaymentechConnector.dll
<NodusFramework>
YES
PayPalConnector.dll
<NodusFramework>
YES
PayPalUtil.dll
<NodusFramework>
YES
POSUtils.dll
<NodusFramework>
YES
Register.exe
<NodusFramework>
YES
RegKeyServer.dll
<NodusFramework>
YES
USAePayConnector.dll
<NodusFramework>
YES
USAePayUtil.dll
<NodusFramework>
YES
VerisignConnector.dll
<NodusFramework>
YES
116
File Name
Default Folder
Always Installed
WellsFargoConnector.dll
<NodusFramework>
YES
WellsFargoUtil.dll
<NodusFramework>
YES
117
Appendix C: Authorize.Net Gateway
Authorize.Net works with a number of different processors. Please refer to
Authorize.Net for a list of these processors. There may be additional setup in
Credit Card Advantage necessary based on your settings at Authorize.Net.
Processing
Server https://secure.authorize.net/gateway/transact.dll
Name – Live Mode
Processing
Server https://test.authorize.net/gateway/transact.dll
Name – Test Mode
Port
443
Test Mode
True or False
Version
2.5, 3.0 or 3.1
Website
https://secure.authorize.net
Note:
Make sure that the currency that is set as the
functional currency is also the currency that you
are processing.
Note:
Credit Card Advantage does not support
Voiding or Crediting an eCheck through the
AuthorizeNet gateway.
Testing
CREDIT CARD ADVANTAGE™ can be tested with your live or test database to
confirm your setups. For evaluation purposes, CREDIT CARD ADVANTAGE™
can also be tested with The World On-Line before purchase.
To Test CREDIT CARD ADVANTAGE™ with
Authorize.Net:
1. Install CREDIT CARD ADVANTAGE™ according to the
instructions in this guide.
118
2. Setup CREDIT CARD ADVANTAGE™ according to the
3. Use the testing information in the table below (Note
do not include “-” when entering credit card
numbers). Use any expiration date in the future. Use
any digit in the specified range of digits.
Card Name
Card Number for Testing
Visa
4007-0000-0002-7
Visa
4111-1111-1111-1111
Discover
6011-0000-0000-0012
MasterCard
5424-0000-0000-0015
American Express
3700-0000-0000-002
Reconciling CREDIT CARD ADVANTAGE™
The settlement reports in CREDIT CARD ADVANTAGE™ can be used to
reconcile credit card transactions recorded in your accounting system with
those recorded on the Authorize.Net website. The CREDIT CARD
ADVANTAGE™ settlement reports can be compared to the Authorize.Net
Transaction History.
Transaction Type Names
Following is a list of the transaction type names used by Authorize.Net
and the equivalent terms in Credit Card Avantage.
Authorize.Net
Authorize Only
Book
Prior Auth Capture
Ship
Auth Capture
Sale
Credit
Credit
Capture Only
Force
Void
Void
119
Appendix D: CyberSource Gateway
CyberSource works with a number of different processors. If using
CyberSource you have your choice of any of the processors CyberSource
supports. If you have not already set up an account with CyberSource, you
can request more information when you purchase CREDIT CARD
ADVANTAGE™. The CyberSource application asks for information about your
company, your bank and the processor you have chosen. When entering
Setup Ids in CREDIT CARD ADVANTAGE™ the following information will be
helpful.
Processing Server Name – Test ics2test.ic3.com
mode:
Processing Server Name – Live ics2.ic3.com
mode:
Port:
80
Website – Test
https://ebctest.cybersouce.com/ebctest
Website – Live
https://ebc.cybersource.com/ebc
Note:
Make sure that the currency that is set as the
functional currency is also the currency that you
are processing.
Generating Certificates
In order to use CyberSource you will need to create a CyberSource
Certificate. The CyberSource Certificates will validate that the transaction
is coming from an authentic source and it will also distinguish the
merchant that is sending the transaction information. Without the proper
certificates you will not be able to process transactions using
CyberSource.
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To Generate Certificates:
1. Install
Credit Card Advantage™ according the
2. Open the command prompt by clicking on Start->
Run. In the Run dialog box type “cmd” and press
enter.
3. At the prompt type: ecert <your Merchant ID>.
4. The
keys will be generated to the folder:
C:\opt\ics\keys. Copy those keys to the \keys folder
where you installed CyberSource.
Testing
To Test CREDIT CARD ADVANTAGE™:
instructions in this guide. Use “ics2test.ic3.com” as the
IP address. If testing in The World On-Line use
Merchant ID = NodusTech and Password =
“nodus321”.
do not include “-” when testing). Use any expiration
date in the future. Use any digit in the specified
range of digits. Transactions for $999.99 or less should
be approved. Transactions for $1000.00 or more will
be denied. You can enter in the start date of the
card if you would like. For Switch and Solo cards you
can put an issue number. For testing purposes this is
any one or two digit number, depending on the card.
Card Name
Visa
4111-1111-1111-1111
Discover
6011-1111-1111-1117
Card Name
MasterCard
5555-5555-5555-4444
American Express
3782-8224-6310-005
JCB
3566-1111-1111-1113
Switch (0 digit Issue #)
6759-4111-0000-0008
6759-5600-4500-5727-054
5641-8211-1116-6669
Solo (0 digit Issue #)
6334-5898-9800-0001
6767-8200-9988-0077-06
6334-9711-1111-1114
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those recorded on the CyberSource website. The CREDIT CARD
ADVANTAGE™ settlement reports can be compared to the CyberSource
Transaction History. The steps to run the CyberSource Transaction History
follow. For the steps to run the CREDIT CARD ADVANTAGE™ daily settlement
reports, see End of Day Procedure.
To Run CyberSource Daily Activity Reports:
1. Go
to
the
CyberSoruce
https://ebc.cybersouce.com.
website,
2. Enter your Merchant ID for the Login Name, and your
password.
3. Choose Reports.
4. Select a Report to print.
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Appendix E: Litle Gateway
The Litle Payment gateway allows us to submit transactions for verification. It
returns a response back to us about the status of the transaction. We can
submit both Credit Card and eCheck transactions to this payment gateway.
To get more information on Litle you can go to: http://www.litle.com. All the
information at the payment gateway supercedes the information in this
document. This document only serves as a reference, please obtain more
information from the payment gateway for information about the Virtual
Terminal and Testing information.
Test URL
https://reports.cert.litle.com/ui/index.html
Live URL
https://reports.cert.litle.com/ui/index.html
Port
443
Card Name
Visa
4111111111111111
Visa
4457010000000009
Visa
4457010200000007
Master Card
5112010000000003
Discover
6011010000000003
American Express
375001000000005
Troubleshooting:
We communicate with Litle using an HTTPS POST. This means we
are not installing anything extra on the machine. Before you begin
debugging make sure your IP address is on their server so you can
get through their firewall.
To obtain your IP Address:
1. Open your internet browser.
2. In the address bar type in: https://www.litle.com/cgibin/showaddress.cgi
3. Give the IP Address that is returned to Litle. It takes
about a day to get your IP Address updated on their
system.
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Appendix F: Moneris Gateway
Note:
The Moneris gateway does not support Force
transactions.
Moneris is the largest credit card processor in Canada. Moneris processes all
major credit card types. Please contact Moneris directly for more information
about processors supported.
Processing Server Name
https://www3.moneris.com:43924/gateway2/servl
et/MpgRequest
Port
443
Website
https://esqa.moneris.com/mpg/index.php
Testing
To Test CREDIT CARD ADVANTAGE™ with the Moneris:
do not include “-” when entering credit card
numbers). Use any expiration date in the future. Use
any digit in the specified range of digits.
Card Name
Card Number
End Amount
MasterCard
5454545454545454
XX.00, XX.01, XX.04
Visa
4242424242424242
XX.00, XX.01, XX.04
American Express
373599005095005
XX.37, XX.70
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Card Name
Card Number
End Amount
Diners
36462462742008
XX.00, XX.01, XX.04
those recorded on the Authorize.Net website. The CREDIT CARD
ADVANTAGE™ settlement reports can be compared to the Moneris Batches
report.
125
Appendix G: N3C Gateway
N3C supports a number of different credit card processors. If you will be using
N3C as your gateway, you have your choice of any of the processors N3C
supports.
Website
http://www.3cint.com
Testing
To Test CREDIT CARD ADVANTAGE™ with Paypal:
3. Create
a
N3C
Merchant
account
https://www.web2pay.net/portal/map
from:
4. Use the provided credentials to process transactions.
those recorded on the Paypal website. The CREDIT CARD ADVANTAGE™
settlement reports can be compared to the Settled by Date report.
126
Appendix H: Orbital Gateway
The Paymentech Gateway is also known as Orbital. You have your choice of
being setup with an Orbital account on either the Tampa or Salem office. If
you would like to use Orbital as your gateway let us know and we can get
you a contact to set your account up. When setting up your Orbital account
be sure to mark auto settle so that your transactions will automatically be
settled. When entering Setup Ids in CREDIT CARD ADVANTAGE™ the
following information will be helpful.
Processing Server Name – Test Orbitalvar1.paymentech.net
mode:
Processing Server Name – Live Orbital1.paymentech.net
mode:
Port:
443
Website
https://www.paymentech.net/manager
For credit card transactions:
instructions
in
this
guide.
Use
“epayhipvar.paymentech.net” as the IP address and
443 as port number. If testing in The World On-Line use
BIN = “000002”, Merchant number = “700000000403”,
and Terminal number = “001”.
3. Enter transactions as normal using one of the numbers
listed in the following table. Use any expiration date in
the future. (Do not use the ‘-’ when entering in the
card number). In test mode, the digits of the cents in
the amount will cause specific error types listed
below.
Card Name
Visa
4111-1111-1111-1111
127
Card Name
Visa
4012-8888-8888-1
Visa
4055-0111-1111-1111
Master
5454-5454-5454-5454
Master
5405-2222-2222-2226
American Express
3714-4963-5398-431
Discover
6011-0009-9550-0000
Diners
3643-8999-9600-16
JCB
3566-0020-2014-0006
Amount
Auth Response
Response
XX.00
00
Approved
XX.01
05
Do Not Honor
XX.02
01
Call/Refer to Card Issuer
XX.03
04
Pickup
XX.04
19
Re-enter Transaction
XX.05
14
Invalid Credit Card Number
XX.06
74
Invalid Expiration Date
XX.07
L5
Invalid Issuer
XX.10
03
Invalid Merchant Number
XX.12
13
Bad Amount
XX.13
12
Invalid Transaction Type
XX.16
43
Lost / Stolen Card
XX.21
06
Other Error
For eCheck transactions
instructions
in
this
guide.
Use
“epayhipvar.paymentech.net” as the IP address and
443 as port number. If testing in The World On-Line use
BIN = “000001”, Merchant number = “020594”, and
Terminal number = “001”.
2. Enter transactions as normal using 031200730 as the
ABA and any number for the Account Number.
128
those recorded on the Paymentech website. The CREDIT CARD
ADVANTAGE™ settlement reports can be compared to the Paymentech
reports. The steps to run the Paymentech Daily Activity reports follow. For the
steps to run the CREDIT CARD ADVANTAGE™ daily settlement reports, see End
of Day Procedure.
To Run Paymentech Reports:
1. Go
to
the
Paymentech
https://www.paymentech.net/manager.
website,
2. Enter Group ID (mid), User ID and Password.
3. Choose Review.
4. Select Batch Search or Transaction Search.
5. Select Date range or Batch # or Document #.
6. Choose Search.
129
Appendix I: Paypal Gateway
Paypal supports a number of different credit card processors. If you will be
using Paypal as your gateway, you have your choice of any of the processors
Paypal supports.
Website
https://www.paypal.com
Testing
To Test CREDIT CARD ADVANTAGE™ with Paypal:
9. Create a Paypal Sandbox (test) account from:
https://www.sandbox.paypal.com/
10. Use
the provided
transactions.
credentials
to
process
test
those recorded on the Paypal website. The CREDIT CARD ADVANTAGE™
130
Appendix J: USA ePay Gateway
USA ePay supports a number of different credit card processors. If you will be
using USA ePay as your gateway, you have your choice of any of the
processors USA ePay supports.
Website
https://www.usaepay.com/login
Testing
To Test CREDIT CARD ADVANTAGE™ with USA ePay:
13. Test
credit card numbers can be found at:
https://www.usaepay.com/topics/testplatform.html
those recorded on the USA ePay website. The CREDIT CARD ADVANTAGE™
131
Appendix K: VeriSign Gateway
VeriSign works with a number of different processors. If using VeriSign you
have your choice of any of the processors VeriSign supports. If you have not
already set up a VeriSign account, you will be given an application when you
purchase CREDIT CARD ADVANTAGE™. The VeriSign application asks for
information about your company, your bank and the processor you have
chosen. The VeriSign application also allows you to choose a log-in and
password for the account. When entering Setup Ids in CREDIT CARD
ADVANTAGE™ the following information will be helpful.
Processing Server Name – Test test-payflow.verisign.com
mode:
Processing Server Name – Live payflow.verisign.com
mode:
Port:
443
VeriSign Partner ID:
If you signed up through Nodus – nodus
If you signed up directly with VeriSign –
verisign
If you signed up through a different
VeriSign partner, check with that partner
for the Partner ID.
Website
https://payments.verisign.com/manager
Testing
confirm your setup. For evaluation purposes, CREDIT CARD ADVANTAGE™
can also be reviewed with The World On-Line before purchase.
instructions
in
this
guide.
Use
“testpayflow.verisign.com” as the IP address. If testing in
132
The World On-Line use User ID and Vendor ID =
“Nodus1”, Password = “nodus!” and Partner =
“Nodus”.
3. Enter transactions as normal and use test card
numbers from the following table. (Do not include
the ‘-’ when entering in the number). Use any
expiration date in the future. Transactions for $999.99
or less should be approved. Transactions for $1000.00
or more will be denied.
Card Name
Visa
4111-1111-1111-1111
Visa
4012-8888-8888-1881
Visa
4222-2222-2222-2
Master Card
5105-1051-0510-5100
Master Card
5555-5555-5555-4444
American Express
3782-8224-6310-005
American Express
3714-4963-5398-431
Amex Corporate
3787-3449-3671-000
Discover
6011-0009-9550-0000
Discover
6011-1111-1111-1117
Diner’s Club
3852-0000-0232-37
Diner’s Club
3056-9309-0259-04
JCB
3530-1113-3330-0000
JCB
3566-0020-2036-0505
If you want to test ACH payments you will need to choose Norwest as your
processor in your Setup ID. Use any number for account number and
111111118 for the ABA.
those recorded on the VeriSign website. The CREDIT CARD ADVANTAGE™
settlement reports can be compared to the VeriSign Daily Activity reports. The
steps to run the VeriSign Daily Activity reports follow. For the steps to run the
133
CREDIT CARD ADVANTAGE™ daily settlement reports, see End of Day
Procedure.
To Run VeriSign Daily Activity Reports:
1. Go
to
the
VeriSign
https://payments.verisign.com/manager.
website,
2. Enter Partner ID, Login Name, and Password.
3. Choose Reports.
4. Select Daily Activity Reports
5. From drop-down, choose to view live transactions.
6. Choose Submit.
Following is a list of the transaction type names used by VeriSign and the
equivalent terms in Credit Card Advantage.
VeriSign
Authorize
Book
Delayed Capture
Ship
Sale
Sale
Credit
Credit
Void
Void
Voice Authorization
Force
134
Appendix L: Wells Fargo Gateway
The Wells Fargo Gateway is a direct connection between your accounting
system and merchant account. When entering Setup Ids in CREDIT CARD
ADVANTAGE™ the following information will be helpful.
Processing Server Name – Test mode:
https://wfgatewaytest.wellsfargo.com/xml
Processing Server Name – Live mode:
https://wfgateway.wellsfargo.com/xml
Port:
443
Website – Test
https://wfgatewaytest.wellsfargo.com/app
Website – Live
https://wfgatewaywellsfargo.com/app
Testing
confirm your setup. For evaluation purposes, CREDIT CARD ADVANTAGE™
can also be reviewed with The World On-Line before purchase.
instructions in this guide. Use “https://wfgatewaytest.wellsfargo.com/xml” as the IP address. If testing
in The World On-Line use Merchant = “174263364997”,
Login ID = “nodusapi”, Seller ID = “200089”, Terminal ID
= “851101”, Client ID = “NODS”, Postal Code =
“91711”.
For current password please contact
[email protected].
To process credit cards
use MCC Code = “5999”. To process ACH or eCheck
use MCC Code = “7372”.
3. Use the information from the following tables for
transaction details.
135
Card Name
Card Number
Last Name
Exp Date
AmEx
3782-8224-6310-005
TESTPROFILE
12/05
Discover
6011-0009-9131-1113
TESTPROFILE
12/05
Master Card
5555-5555-5555-4444
TESTPROFILE
12/05
VISA
4111-1111-1111-1111
TESTPROFILE
12/05
For eCheck testing information use the following information:
Field
Value
First Name
Robert
Last Name
Waldo
Address
2 Simmons Circle
City
Franklin
State
MA
Zip
02038
Country
US
Telephone
508-528-8888
ABA
101005027
Account Number
1200240
SSN
264-29-5283
Dollar Amount
$160.00
For ACH testing information use the following information:
Field
Value
First Name
Robert
Last Name
Waldo
Address
2 Simmons Circle
City
Franklin
State
MA
Zip
02038
Country
US
Field
Value
Telephone
508-528-8888
ABA
121042882
Account Number
1234567890
SSN
569-27-8529
DL Number
N347978
Dollar Amount
$10.00
136
To send Merchant Information to Wells Fargo
Gateway:
1. From the CCA Setup windows, select a Wells Fargo
SetupID.
2. Expand the blue arrow on the top right-hand corner.
3. Under Merchant Options ⇒ Fill in the Merchant
Description, Merchant Service # (Merchant Phone
Number) and Merchant State ⇒ Click on ‘Save’
button.
These information will be attach to each transaction and
send out to Wells Fargo Payment Gateway for everything
credit card transaction processing.
those recorded on the Wells Fargo website. The CREDIT CARD ADVANTAGE™
settlement reports can be compared to the Wells Fargo reports. The steps to
run the Wells Fargo reports follow. For the steps to run the CREDIT CARD
ADVANTAGE™ daily settlement reports, see End of Day Procedure.
To Run Wells Fargo Reports:
1. Go to the Wells Fargo website, https://wfgateway-
test.wellsfargo.com/app/
wellsfargo.com/app/.
or
https://wfgateway-
2. Enter
Login Name, and Password.
For testing
purposes you can use Login Name = “nodusbo”. For
current
password
[email protected].
137
please
contact
3. Click on Order Management.
4. Click on Find Order.
5. Click the Use Date Range radio button, set your Date
Range, and click Search.
6. If you want to obtain a Tab or Comma delimited file,
scroll to the bottom and select the option from the
box.
7. Click Download and Save it to the location you want.
Following is a list of the transaction type names used by VeriSign and
the equivalent terms in Credit Card Advantage.
Wells Fargo
Authorize
Book
Delayed Capture
Ship
Auto Settle
Sale
Credit
Credit
Void
Void
Not Supported
Force
THE WELLS FARGO GATEWAY DOES NOT SUPPORT THE VOIDING OF A
SALE, SHIP, OR CREDIT TRANSACTION WHEN USING CREDIT CARDS.
WELLS FARGO DOES NOT ALLOW YOU TO VOID AN ECHECK.
138
Appendix M: Technical Support
If you have any questions about this program, you should first consult this
User’s Guide. If you are still having trouble, there are a couple of support
options.
You can contact your VAR or call Nodus Technologies support to purchase
support packages.
Through
Address/Numbers
e-mail
[email protected]
Web Site
http://www.nodus.com
Telephone
(909) 482-4701
Fax
(909) 482-4705
Mail
250 West First Street
Suite 302
Claremont, CA 91711

User`s Guide - Nodus Technologies

Transcription

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