To Configure the POS Payment Functionality

This topic describes the configuration steps that you need to perform in the system to set up the support of POS payments in MYOB Acumatica.

Before You Proceed

Before you start configuring support of POS payments, your organization needs to contact the MYOB Payments sales team. Your sales representative will provide actual payment processing rates and guide your organization through concluding the agreement, obtaining the merchant account ID, and migrating tokens from the previous payment gateway to MYOB Acumatica.

You will need the following settings of the merchant account to perform the configuration of the processing center in MYOB Acumatica:

Location ID
User ID
User API Key
User Hash Key

On the Cash Accounts (CA202000) form, make sure that the needed cash accounts have been created.

To Enable the Needed Feature

To enable the MYOB Payments feature, do the following:

Open the Enable/Disable Features (CS100000) form.
On the form toolbar, click Modify.
In the Integrated Card Processing group of features, select the Acumatica Payments check box.
On the form toolbar, click Enable to enable the feature.

To Create a Processing Center

To create a processing center for POS payments, do the following:

On the Processing Centers (CA205000) form, create a new record.
In the Summary area, specify the following settings:
- Proc. Center ID: The ID for the processing center
- Name: The name for the processing center
- Cash Account: The cash account to be to be associated with the processing center
- Active: Selected
- Payment Plug-In (Type): MYOB Payments Plug-In
  The settings for the selected plug-in appear on the Plug-In Parameters tab, listed in Instruction 4 below.
- Accept Payments from POS Terminals: Selected
  When this check box is selected, the POS Terminals tab appears on the form.
Optional: Select the Accept Payments from New Card check box if you want this processing center to accept payments from customers' credit cards that are not stored in the system.
On the Plug-In Parameters tab, specify the values for the following settings:
- APIKEY: The API secret key from the merchant account.
- HASHKEY: The API user hash key from the merchant account.
- LOCATIONID: The location ID from the merchant account.
- RFNDUNSTTL: A check box that you select if you want to allow refunds for unsettled transactions for the processing center.
- TESTMODE: Test Mode if you want to connect to your sandbox merchant account, or Live Mode if you want to connect to the production account.
- USERID: The ID of the API user from the merchant account.
- WEBHOOKPWD: The password for webhook authorization. This setting will be sent to the merchant account when you click Create/Update Webhook on the form toolbar.
- WEBHOOKUSR: The username for webhook authorization. This setting will be sent to the merchant account when you click Create/Update Webhook on the form toolbar.
The rest of the plug-in settings are either automatically filled in by the system or generated by the system when you save the current processing center.
On the form toolbar, click Test Credentials to make sure that the credentials are accepted by the processing center. In the Result dialog box, which is displayed, click OK.
On the form toolbar, click Save to save the changes.

To Create a Payment Method

To create a payment method for POS payments, do the following:

On the Payment Methods (CA204000) form, create a new record.
In the Summary area, specify the following settings:
- Payment Method ID: The ID of the payment method
- Active: Selected
- Means of Payment: POS Terminal
- Description: The description of the payment method
- Use in AR: Selected
On the Allowed Cash Accounts tab, click Add Row and in the Cash Account column, select a cash account.
For the cash account, select the Use in AR check box.
On the Processing Centers tab, click Add Row and add the processing center that you selected in the previous configuration step.
On the form toolbar, click Save to save the changes.