Setting up credit card defaults

Use SA Administrator Options to set up credit card approval codes and processing defaults for credit card verification.

  1. Select System Administrator > Administration > Administrator Options > Documents > Sales Orders.
  2. In the Approval Process section, select the option, Prompt for Creating Credit Cards in OE, if you want to allow the operator in Sales Order Entry to create a credit card token, 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 CenPOS from Sales Order Entry, similar to adding a card in Customer Credit Card Setup . The card number is stored in CenPOS 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; therefore, you cannot create a credit card during order entry. You can also block the creation of tokens.
  3. Optionally, select the option, Allow Override of Additional Auth, to enable your company's customer service representatives (CSRs) to override, during Sales Order Entry, the addon amount specified in SA Table Code Value Setup-Payment Type-Addon.
  4. In the Credit Card Hold Codes section, in the Authorization field, specify a. Orders held for authorization are picked up by invoice processing.
  5. In the Failure field, specify f.
  6. In the Credit Card Processing section, specify the number of seconds to wait between authorizations.
  7. Specify the number of retries for authorization.
  8. Specify the number of seconds to wait between authorizations.
  9. Specify the number of seconds to wait between batch processing authorizations.
  10. Specify the maximum number of orders per batch.
  11. Optionally, select SASTT Allow ROA to Post to AR Account.

    This option allows you to 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 the SA Table Code Value Setup-Payment Type. Invoice or 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.

  12. Optionally, select Force Sale Management Processing.

    If you have selected the Force Sale Management Processing option, 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.

  13. Optionally, select Block ALL Card Creation if you want to block credit card token creation at the company level.
    If you block credit card creation in SA Administrator Options, the Modify Tokenized Card setting in SA Operator Setup-Entry Options-OE Entry Options is ignored.
  14. Specify this information based on whether your Virtual Terminal Bridge access is provided through a single centralized bridge or individual standard bridge connections [configure only one]:

    • 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.
  15. Click Save.
  16. Log out and log back in to activate the options.
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