Payment Method Transaction History

Form ID: (AR406000)

You can use this form to perform inquiries on transactions that occurred during a specified date range with a particular card (or certain cards) held by a customer.

Note:

This form appears in the system if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

In this area of the form, you specify the criteria for selecting transactions to be displayed in the table in the lower part of the form.


Element	Description
Payment Method	The payment method used for the transactions. You must select a payment method.
Card/Account Type	The type of card or account used for the transactions.
Card Number - Partial	A box you can use to search cards (or other payment method methods, such as bank accounts) by digits that are not masked.
Customer Name	A box you can use to narrow the search result further by typing the customer name.
Number of Matches	A read-only box that displays the number of customer payment methods that match the criteria specified in the Card Number - Partial and the Customer Name boxes. These customer payment methods are available for selection in the Card Number box.
Card Number	A box contains the list of customer payment methods that match the criteria specified in the Card/Account Type, Card Number - Partial and the Customer Name boxes. Select a payment method to view the list of transactions made by using selected payment method. The list of values may be limited based on the current user's access role. You can select a card number of a customer whose settings permit the use of the branch, company (or a company within a company group) to which the user's access role is assigned, that is the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form contains this branch, company (or a company within the company group), or is empty.
Start Date	The start date of the date range for which you want to display transactions.
End Date	The end date of the date range for which you want to display transactions.
Proc. Center ID	The processing center used to process the transactions made with the selected payment method.

Table

This table contains the list of transactions that match the criteria specified in the above area. The specific columns shown below depend on the payment method defined on the Payment Methods (CA204000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 1. Table Columns
Column	Description
Customer ID	The customer by account ID. You can click the link to navigate to the Customers (AR303000) form and view the details of the customer owning the selected card.
Customer Name	The name of the customer.
Payment Method	The identifier of the payment method. You can click the link to navigate to the Customer Payment Methods (AR303010) form and view the details of the payment method the card is associated with.
Doc. Type	The type of the document to be paid.
Doc. Reference Nbr.	The identifier of the document as assigned by the system. You can click the link to navigate to the Payments and Applications (AR302000) form and view the details of the document.
Orig. Doc. Type	The type of the original document to be paid.
Orig. Doc. Ref. Nbr.	The reference number of the original document to be paid.
Card/Account Nbr.	The identifier of the card or other payment method instance.
Tran. Nbr.	The number assigned by MYOB Acumatica to identify a record about a transaction operation, which is added, for example, when you click Capture on the form toolbar or click Authorize on the More menu.
Proc. Center	The processing center that processed the transaction operation.
Tran. Type	The type of the transaction operation. The following values can be displayed in this column: Authorize Only: The Authorize command was performed. Authorize and Capture: The Capture command was performed for an unauthorized transaction. Capture Authorized: The Capture command was performed for an authorized transaction. Capture Manually Authorized: The Record and Capture Preauthorization command was performed and the processing center authorization number was specified. This operation captures the transaction authorized on the processing center side by using the transaction authorization number. Void: The Void command was performed. Refund: The Refund command was performed.
Tran. Status	The status of the transaction operation. The following values can be displayed in this column: Approved: The operation on the transaction was approved. Declined: The operation on the transaction was declined. Error: An error has occurred during the processing of the transaction operation. Held for Review: The operation is pending review in the processing center. Unknown: The current status of the transaction operation is unknown.
Tran. Amount	The amount of the transaction.
Referenced Tran. Nbr.	The number (Tran. Nbr.) of the related transaction operation, if one exists.
Proc. Center Tran. Nbr.	The number assigned by the processing center to uniquely identify a transaction.
Proc. Center Auth. Nbr.	The authorization number returned for the transaction by the processing center.
Proc. Center Response Reason	The response received for the transaction operation from the processing center.
Tran. Time	The time when the card transaction related to the document was performed.
Proc. Status	The status of the processing of the transaction operation, such as Open, Completed, or Error.
CVV Verification	The result of CVV verification if it was used by the processing center. The following values can be displayed in the column: Matched: CVV verification was used, and the CVV code presented matched the code of the credit card. Not Matched: CVV verification was used, and the CVV code presented did not match the code of the credit card. Required but Not Verified: CVV verification was used, but the CVV code could not be verified. Required but Not Provided: CVV verification was used, but the CVV code was not presented. Not Verified Due to Issuer: The card issuing bank does not participate in the CVV program or has not provided the key, so the CVV code cannot be validated. Skipped Due to Prior Verification: The CVV code had been verified previously and was skipped for the current operation.