Setting up credit card defaults

Use SA Administrator Options to set up credit card approval codes and processing defaults for credit card verification. See the appropriate credit card integration guide for more information.

  1. Select System Administrator > Administration > Administrator Options > Documents > Sales Orders.
  2. In the Approval section, select Prompt for Creating Credit Cards in OE to allow the operator to create a credit card token in Sales Order Entry, if a token does not already exist.
    • Selecting this option enables the Add New Card option to show in Sales Order Entry-Collect Payment in the Process Payment section. This option allows you to add a credit card through your credit card processor from Sales Order Entry, similar to adding a card in Customer Credit Card Setup . The card number is stored in the credit card processor's system and a token is created for the Distribution SX.e system.
    • If you clear this option, the Add New Card option is not available in Sales Order Entry-Collect Payment, preventing the creation of a credit card token during order entry. You can also block the creation of tokens.
  3. Optionally, select the option,Allow Override of Additional Auth, to enable the operator to override the Payment Type Addon amount in Sales Order Entry. The addon amount is set up in SA Table Code Value Setup-Payment Type.
  4. In the Credit Card Hold Codes section, in the Authorization field, specify a. Orders held for authorization are picked up for processing the next time Sales Entry Invoice Processing Report is run.
  5. In the Failure field, specify f.
  6. In the Credit Card Processing section, specify these values:
    SASTT Allow ROA to Post to AR Account
    Optionally, choose how to post ROA payments. When you select this option, Receive on Account (ROA) payments are posted as debit and credit transactions to an AR Control account by the system. This account is specified in the Credit Card A/R Account # field in SA Table Code Value Setup-Payment Type. Invoice and scheduled payments are applied to the AR Control account. Unapplied Cash is applied to the customer's AR account.
    By default, this option is cleared. When cleared, the ROA payment is posted as Unapplied Cash to the account of the customer making the payment. You must use Customer Cash Receipt Entry to apply the payment to an invoice or scheduled payment and enable reconciliation.
    Wait Seconds
    Specify the number of seconds to wait between authorizations.
    Wait Seconds (Batch)
    Specify the number of seconds to wait between batch processing authorizations.
    Batch Size
    Specify the maximum number of orders per batch. The default is 999.
    # of Retries
    Specify the number of retries for authorization.
    # of Retries (Batch)
    Specify the number of retries for batch authorizations.
    Force Sale Management Processing
    Optionally, select this option. When selected, the Force Sale Auth Tolerance field is available. You can optionally set a tolerance. Use this field in conjunction with the Force Sale Auth Tolerance Type field.
    Block ALL Card Creation
    Optionally, select Block ALL Card Creation to block credit card token creation at the company level. If you block credit card creation, the Modify Tokenized Card setting in SA Operator Setup-Entry Options-OE Entry Options is ignored.
    Centralized Bridge IP Address
    If you are using the CenPOS credit card processor, to use the Centralized Virtual Terminal Bridge, specify the IP address provided by CenPOS in the Centralized Bridge IP Address field.
    To use the Standard Virtual Terminal Bridge, leave this field blank.
    Note: You may currently be using Standard Virtual Terminal Bridge, and you intend to switch to Centralized Virtual Terminal Bridge. If so, you must set up the serial number for each device in the SA Table Code Value Setup-Device Location. When you complete that task, then specify the new value in the Centralized Bridge IP Address field in SA Administrator Options-Documents-Sales Orders-Approval Process-Credit Card Processing. Sign out and sign back in to the system to activate this setting.
  7. Click Save.
  8. Sign out and sign back in to activate these settings.
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