Card Payments Pending Review

Form ID: (CA403000)

You can use this inquiry form to manually review AR documents paid by credit cards, which could not be processed automatically by the system and require manual processing. This form is accessible for users assigned to the AR Admin, AR Clerk, and AR Viewer roles. From the tabs of this form, you can open documents for further processing.

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.

All Records Tab

This tab displays a list of all AR documents with card payments that are held for review, declined, failed processing, failed validation, or have no credit card and no active transactions associated with them.

Table 1. Table Columns
Column Description
Type The type of the document that requires manual processing. Documents with the following types can be shown:
  • Payment
  • Prepayment
  • Cash Sale
  • Voided Payment
  • Cash Return
  • Refund
Reference Nbr. The reference number of the document. If you click this link, the system opens the document in a pop-up window on the Payments and Applications (AR302000) form or the Cash Sales (AR304000) form if it is a cash sale or cash return.
Payment Method The payment method of the document. If you click this link, the system opens the payment method in a pop-up window on the Customer Payment Methods (AR303010) form if there is a customer payment method associated with the payment or on the Payment Methods (CA204000) form if there is no customer payment method associated with the payment.
Card/Account Nbr. The card number used for the document.
Proc. Center ID The identifier of the processing center used to process the card transaction. If you click this link, the system opens the processing center in a pop-up window on the Processing Centers (CA205000) form.
Customer The customer specified for the document. If you click this link, the system opens the customer in a pop-up window on the Customers (AR303000) form.
Payment Amount The payment amount of the document.
Payment Date The payment date of the document specified in the Application Date box in the Summary area of the Payments and Applications form.
Processing Status The processing status of the document specified in the Processing Status box in the Summary area of the Payments and Applications form. The following statuses can be shown:
  • Pre-Authorization Failed: The authorization attempt was not successful because the request data was incorrect, there was an issue with the internet connection, or the processing center could not be reached.
  • Pre-Authorization Declined: The authorization attempt was declined by the processing center because the operation was declined by the processing center or by the card issuer.
  • Pre-Authorization Expired: The authorization period for the credit card transaction has expired.
  • Held for Review (Pre-Authorization): The authorization operation was performed on the credit card transaction and must be verified in the processing center.
  • Held for Review (Capture): The capture operation was performed on the credit card transaction and must be verified in the processing center.
  • Held for Review (Refund): The refund operation was performed on the credit card transaction and must be verified in the processing center.
  • Capture Failed: The capture operation was not successful because the request data was incorrect, there was an issue with the internet connection or the processing center could not be reached.
  • Capture Declined: The capture operation was not successful because the operation was declined by the processing center or the card issuer.
  • Voiding Failed: An error occurred during the attempt to void the credit card transaction because the request data was incorrect, there was an issue with the internet connection, or the processing center could not be reached.
  • Voiding Declined: An error occurred during the attempt to void the credit card transaction because the operation was declined by the processing center or by the card issuer.
  • Refund Failed: An error occurred during the attempt to refund the payment to the customer's credit card because the request data was incorrect, there was an issue with the Internet connection, or the processing center could not be reached.
  • Refund Declined: An error occurred during the attempt to refund the payment to the customer's credit card because the operation was declined by the processing center or by the card issuer.
  • Validation Failed (Authorization): An error occurred during the attempt to validate the authorization transaction.
  • Validation Failed (Capture): An error occurred during the attempt to validate the capture transaction.
  • Validation Failed (Refund): An error occurred during the attempt to validate the refund transaction.
  • Validation Failed (Voiding): An error occurred during the attempt to validate the voiding transaction.
  • Validation Failed: An error occurred during the attempts to validate the credit card transaction.
Validation Status

The validation status of the credit card transaction.

Tip: If the validation status is Failed, it can mean that the transaction was imported from an external e-commerce system with an error. In this case, you should do the following:
  1. Inform the technical support of the external e-commerce system about the issue.
  2. Wait for the transaction to be re-imported.

    If the issue has not been resolved by the re-import, do the following:

    1. Review the linked SO documents in the system and in the external e-commerce system to make sure that they still have to be processed.
    2. If needed, process the payment manually.

Held for Review Tab

This tab displays a list of AR documents with card payments that are held for review and have the following document processing statuses: Held for Review (Pre-Authorization), Held for Review (Capture), and Held for Review (Refund).

The table on this tab has the same columns as the All Records tab.

Declined Tab

This tab displays a list of AR documents with card payments that have been declined and have the following document processing statuses: Pre-Authorization Declined, Capture Declined, Void Declined, and Refund Declined. For each of the documents, you should contact the customer and solve the issues, or void the payment.

The table on this tab has the same columns as the All Records tab.

Failed Processing Tab

This tab displays a list of AR documents with card payments for which processing has failed and that have the following document processing statuses: Pre-Authorization Failed, Capture Failed, Void Failed, and Refund Failed. For each of the documents, you should wait for technical issues to be solved, review the payments, and repeat the most recent operation with the payment.

The table on this tab has the same columns as the All Records tab.

Failed Validation Tab

This tab displays a list of AR documents with card payments for which validation has failed and that have the following document processing statuses: Validation Failed (Authorization), Validation Failed (Capture), Validation Failed (Refund), Validation Failed (Voiding), and Validation Failed. For each of the documents, you should wait for technical issues to be solved, review the payments, and repeat the most recent operation with the payment.

The table on this tab has the same columns as the All Records tab.