Force Sale Management Processing

You can apply Force Sale Management Processing for credit card transactions. Force Sale Management Processing 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.

See Enabling Force Sale Management Processing.

Force Sale Management Processing is optional and recommended only for companies who have customers that routinely want items on a credit card statement to match up line-to-line with the corresponding invoice. There may be additional work associated with any failed transactions.

These processes typically occur:

  1. 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, you might specify an addon percentage for a certain credit card payment type in SA Table Code Value Setup that allows for an additional amount to be authorized during the authorization process, so that charges such as freight and shipping will be covered when the transaction is completed during nightly invoicing. [$100 + 10% = $110]
  2. Then, 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% addon is applied to the total.
  3. 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]. Your customer may wonder why the line item amounts do not match.

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.

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. Failed credit card settlement transactions will require you have manual procedures in place to remedy accounts receivable transactions.

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.

When you set a tolerance amount or percentage, the system validates any transactions that would send a FSAL linked to an AUTH for more than the authorized amount. When the system validates the transaction order total against the tolerance amount, this validation takes into consideration any addon amount you may have specified in SA Table Code Value Setup-Payment Type-Addon, plus any override to the addon amount that may have been performed. If the total is outside of 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.