Setting Up the Credit Card Interface

Prerequisites

Use the Credit Card Interface Configuration Guide to install and implement the Credit Card Interface.

During this process you must have this information for each gateway:

A valid account with a supported credit card system such as CenPOS or Intrix Payment Gateway. For a full list of the supported credit card systems (gateways), see the Credit Card Interface Configuration Guide.
An RP (merchant) number if the supported system is Hypercom
A Merchant ID if the supported system is CenPOS
An Encryption Key if the supported system is CenPOS and is to be used with the Infor portals
A Vendor ID if the supported system is Intrix
The URL of the Web Service used for credit card processing by the supported system
The bank and currency used by the supported system

This information is recorded on the Credit Card Systems form during the implementation.

Note: A test URL and test credit card numbers are provided in the Credit Card Interface Configuration Guide.

Adding Bank and Currency Information

Use the Bank Reconciliations form to add a bank code and currency for each supported credit card system.

Adding Connection Information

In the Credit Card Systems form, specify this information to connect to each supported credit card system:

Card System ID and Description

Specify an ID that briefly describes the credit card system. This ID can be viewed on the credit card payment and transaction forms. It should describe the system succinctly, for example, Cen_USD_VM for a CenPOS gateway that uses USD as the currency and supports Visa and MasterCard.

Specify a description that thoroughly describes the credit card system. For example, "CenPOS gateway, USD, accepts Visa and MC" This description is displayed in the drop-down list when you select a different credit card system during entry of a payment.

Credit Card System

Specify the provider to which the credit card transactions are sent. Select External if you have developed an interface to a gateway that is not currently supported by the standard application.

See Using the External Option to Create Links to Other Gateways.

Caution: See "If You Switch Credit Card Systems," below.

Currency

Specify the currency code to be used with this credit card system. This currency is used during A/R payment processing of credit card payments. If you specify the Bank Code first, the currency associated with that bank is displayed here.

Bank Code

Specify the code for the bank that the credit card system uses. If you specify the Currency value first, only banks whose currency matches the specified currency are available for selection.

User ID and Password

Specify the user ID and password provided by the third-party system to access their credit card processing software.

Payment Server

Specify the URL of the web service used for credit card processing. See the Credit Card Interface Configuration Guide for the appropriate URL.

RP Number

This field is displayed only if the credit card system is Hypercom. Specify the merchant number supplied by Hypercom.

Vendor ID

This field is displayed only if the credit card system is Intrix. Specify the vendor ID supplied by Intrix.

Merchant ID

This field is displayed only if the credit card system is CenPOS. Specify the Merchant ID supplied by CenPOS.

Encryption Key

This field is displayed only if the credit card system is CenPOS, and the encryption key is used only with the Infor portals. Generate the encryption key on the CenPOS WebPay administration page and then enter it here. Refer to your portal administration guide for additional CenPOS configuration requirements.

Default for Currency Code

Select this check box to use this credit card system as the default gateway in transactions where the customer's currency is the same as the currency defined for this credit card system.

For more information, see About the Credit Card Interface.

Active

Select this check box to indicate that this credit card system is available to be selected during a credit card transaction.

Specifying General Information About How the Interface Is Used

In the Credit Card Interface Parameters form, specify this information:

Select Auto Return if you want transactions to be sent to the credit card processing software for credit memos that are linked to an invoice (through the Apply To Invoice field) and that were originally paid by credit card. The original credit card number is used.
When a credit memo is linked to an invoice that was previously paid by credit card, and Auto Return is selected, then a "return" transaction is generated for that credit card when the credit memo is posted.

If Auto Return is not selected, and a credit memo is issued that is linked to an invoice that was previously paid by credit card, then an open credit exists and you must manually return the amount to the credit card.
Select Auto Post Open Payment to create an open payment in Accounts Receivable for the credit card payment amount. If you do not select this option, you must manually apply payment to a specific invoice.
For more information, see Auto Post Open Payment.
Select Level Three Reporting if you want the credit card interface to send additional information in order to qualify for Level 3 processing. Otherwise, data qualified for Level 2 processing is collected and sent to the credit card system.
For more information, see Level Three Reporting.
If you will pre-authorize purchase amounts as well as credit card numbers, specify a Default Authorization method (percent or amount) and then specify the value to be pre-authorized (fixed amount or percentage of the gross sale).
For more information, see Pre-authorizing Credit Card Amounts or Percentages.

Specifying Payment Information

For each of your customers who will pay by credit card, you can set up credit card information on the Credit Card Payments form and click Store for Future Orders to save the information.

(You can also fill out this form during entry of an order for the customer.)

Only a token to the credit card is recorded; no credit card numbers are stored in the ERP system.

Specifying Shipping Information

Set up ship methods to use on items shipped to credit card customers.

Debugging the Interface

If it becomes necessary to track problems in your credit card interface, select Debug on the Credit Card Interface Parameters form. This creates entries in the Application Debug Log table. You can view these entries on the Application Debug Log Listing form.

Caution: Because this feature can cause performance issues in your live system, it should not be used unless you are trying to troubleshoot an issue while working with support.

If You Switch Credit Card Systems Before Posting

If you change the credit card system for a certain transaction after authorization is done but before the invoice is posted to charge the customer's card, authorizations must be posted using the original gateway token. The original credit card system is stored with the transaction to ensure that this occurs.

If you change the credit card system for a transaction on the Credit Card Payments form before you click Process, any credit card details currently entered in the fields are cleared, and the drop-down list of available cards is refreshed.