Force Sale Management Processing

The Force Sale Management Processing functionality streamlines and enhances the efficiency of credit card transactions. The Force Sale Management Processing check box provides the ability to optionally settle for the full invoice amount with one authorization (AUTH transaction) on a credit card charge. This option consolidates the authorization(s) into one authorization and eliminates multiple transactions for a single invoice.
Note: Force Sale Management Processing is an optional feature, recommended primarily for companies whose customers frequently request that the items on the credit card statements match with each line of the corresponding invoice. There may be additional work associated with any failed transactions.
When the Force Sale Management Processing check box is not selected, the following processes typically occur:
  1. AUTH Transaction Creation: An AUTH transaction type is created at the time the sales order is taken for the total amount of product(s) ordered, plus any payment type-related addon charges. For example, if an addon percentage for a credit card payment type is defined on the SA Table Code Value Setup screen, an additional amount is authorized to cover charges such as freight and shipping when the invoicing process is completed. [$100 + 10% = $110]
  2. Separate Shipping Charges: When the order is being packed and shipped, the actual shipping charges are determined [$35] and are assessed to the credit card in a separate transaction [$110 + (35-10=25) = $135]. This creates a second authorization for $35. However, the credit card is only charged $25 because the 10% add-on is applied to the total.
  3. Invoice Processing: During invoice processing, both authorizations are changed to a force sale (FSAL) transaction type, and the credit card is charged for both transactions. The invoice amount is $135 [$100 + $35 = $135]. The credit card statement lists two charges [$110 and $25 = $135]. Customers may wonder why the line-item amounts do not match.
When the Force Sale Management Processing check box is selected, the workflow is significantly enhanced:
  1. Consolidated AUTH Transaction: Force Sale Management Processing enables the statement and the invoice to match. By working in conjunction with CenPOS' Auto-ReAuth process, Force Sale Management Processing creates the FSAL transaction for the full amount regardless of the original AUTH amount.
  2. Invoice Processing: The invoice process continues to process as normal. Invoice processing picks up the transaction and sends the transaction to CenPOS. The CenPOS response indicates if the transaction passes or fails. You must manually resolve failed credit card settlement transactions for accounts receivable.

See Enabling Force Sale Management Processing.

You can set a tolerance in the Force Sale Auth Tolerance field, which is displayed if the Force Sale Management Processing check box is selected. Use this field in conjunction with the Force Sale Auth Tolerance Type field.

When you set a tolerance amount or percentage, the system validates any transactions that send an FSAL linked to an AUTH for more than the authorized amount. The system validates the transaction order total against the tolerance amount by considering these factors:
  • Any addon amount that is specified on the SA Table Code Value Setup - Payment Type - Addon screen.
  • Any override that is performed on the addon amount.

If the order total is outside the tolerance amount, the system performs a re-authorization. If the total is within the tolerance amount, no re-authorization is required.

See Setting up credit card defaults.

The default tolerance is zero (0). If you want to have single authorization processing without any additional tolerance, you can set this to an amount of 0.01, which will update any authorization that has been changed.