Customer Credit Card Setup field descriptions

Use the Customer Credit Card Setup function to set up credit card token information for a specific customer. The setup is completed in a) the General section, and b) when you connect to the CenPOS web browser: the Create Token form. You can search, create new, edit, and delete credit card processors. Existing tokens are listed in the grid.

Fields are presented in alphabetical order.

CenPOS web browser

The fields listed here are typical. The browser is supported by CenPOS and fields are subject to change. Check with your CenPOS representative for more information.

Address

Specify the street address associated with the billing address of the cardholder. Note that the Address field requires no city, state, or zip code information. The processor only uses the house or building number for address verification system (AVS) purposes. The field has a character limit of 100 characters; however, be aware that each processor has their own limits. For example, First Data limits the data to 17 characters.

Card number

Specify the credit card number. You can manually specify the number or, if you have properly set up a scanner device, you can swipe the card. Data stored on the magnetic stripe automatically populates the card number, expiration, and name fields.

Email

Specify the email address of the cardholder.

Expiration date

Select the month and year noted on the credit card.

Last four digits

Specify the last four digits of the credit card number. Note that this field typically is displayed when you swipe a card using a scanner device. It provides a verification that the credit card is present during the setup or tendering process.

Name on card

Specify the name of the person authorized to use this credit card.

Positive Card Verification

Only select the Positive Card Verification option if your company has prearranged with the processor to provide this extra verification step. A charge may be associated with this verification. This step sends a transaction through to the bank to verify the card information. If the verification fails, CenPOS sends a message to Distribution SX.e and then closes. The CHD is not stored and no token is created. CenPOS provides a setup to indicate the default value for Positive Card Verification. You can override the default value based on your workflow needs.

Zip

Specify the zip code associated with the billing address of the cardholder.

General

Credit Card Number

When you are setting up credit card tokens, notice the Credit Card Number field either does not show a number, or only the last four digits of the card number are displayed. This information is not passed back to the Distribution SX.e system. The information is stored in the CenPOS server.

Card Type

Shows a list of all credit card payment types for the selected customer; as set up in SA Table Code Values Setup-Payment Type and assigned in Customer Credit Card Setup.

Create Date

The date and time that the token was created.

Maximum

The maximum purchase amount, that is the whole dollar amount, for this card. A zero entry means that no maximum will apply. Before you can add this setting to a token record, you must have already set up the customer token record using Customer Credit Card Setup.

Name

The name of the person authorized to use this credit card. Specifying the card user’s name ensures that the person using the card is authorized to make purchases against this account.

Sequence

You can specify the sequence in which credit card tokens are displayed in lookup functions. Specify a 3-digit sequence number. Use this field only if you are setting up multiple credit cards for this customer and want to define the order in which cards show in Sales Order Entry-Collect Payment. For example, specify 001 for one card, 002 for the next card. The default is 999. Before you can add this setting to a token record, you must have already set up the customer token record using Customer Credit Card Setup.

User Fields

Contact your system administrator for information on the custom fields.