To Replace a Processing Center that Uses a Discontinued Plug-In

When you are working with a processing center or customer payment methods based on credit cards and these use a discontinued plug-in, you will receive a warning message from the system that the processing center is using a discontinued plug-in and that you should set up a processing center to use the API plug-in. The following instructions describe how to replace a processing center that uses a discontinued plug-in with a processing center that uses the new API plug-in.

The following instructions are designed for users of the Authorize.Net API plug-in. Users of other processing centers should request a new plug-in from their provider, and then complete these instructions, selecting the needed plug-in.

Before You Proceed

Before you configure the new processing center and convert customer payment methods based on credit cards to use the new processing center, you must make sure that you have the credentials (API login, signature key, and transaction key) of the processing center that will be replaced with the new one. You will do this by creating a test processing center and converting a test customer payment method.

For each deprecated plug-in used in a processing center, you should complete the following instructions:

  1. Create a test processing center with a deprecated plug-in, as described in Step 1 of this topic, using test credentials.
  2. Create a test customer payment method and configure it to use the test processing center you have created.
  3. Perform the authorization process for the test customer payment method as follows:
    1. On the Payments and Applications (AR302000) form, enter a new credit card payment.
    2. On the form toolbar, click Actions > Authorize CC Payment.
  4. Configure another test processing center with a supported plug-in, using the same credentials as you used for the first test processing center.
  5. Update the customer payment method to use the API plug-in (the Version 2 plug-in), as described in Step 3 below.
  6. Perform the capture process for the test customer payment method as follows:
    1. On the Payments and Applications form, select the credit card payment.
    2. On the form toolbar, click Actions > Capture CC Payment.

If this process has been completed successfully for the test customer payment method, you can proceed in updating other customer payment methods configured with the same processing center and the same plug-in as the test customer payment method. If you have encountered issues while performing this process, you need to contact your Acumatica support provider for assistance.

Step 1: Configure a Processing Center to Use the API Plug-in

To configure a new processing center to use the API plug-in, do the following:

  1. Open the Processing Centers (CA205000) form.
  2. On the form toolbar, click Add New Record.
  3. In the Proc. Center ID box, type the identifier to be used for the new processing center.
  4. In the Name box, type the name of the processing center.
  5. In the Cash Account box, select the cash account associated with the old processing center (the one that is being replaced).
  6. Select the Active check box to make it possible to select a plug-in in the Payment Plug-In (Type) box.
  7. In the Payment Plug-In (Type) box, select the Authorize.Net API plug-in.
  8. Optional: Select the Synchronize Deletion check box to cause the customer payment method information to be automatically deleted from the Authorize.Net server when a user deletes a customer payment method that is registered with Authorize.Net in MYOB Acumatica.
  9. Optional: Select the Accept Payment from New Card check box to give this processing center the ability to accept payments from customers' credit cards that are not stored in the system.
  10. On the Settings tab, specify the following settings:
    • MERCNAME: The API login of the old processing center that was created by an administrator of your site.
    • SIGNKEY (optional): The signature key of the old processing center, used by web hooks. If the old processing center did not use this setting, you can obtain the signature key on the website of the processing center and configure web hooks.
    • TESTMODE: A value that indicates whether you are using the production account or a sandbox account. Change the value from 0 (default) to 1 if you are configuring the processing center to connect to your sandbox merchant account. The 0 default value means that the production URL is used for connection.
    • TRANKEY: The transaction key of the old processing center that was created in the Authorize.Net Merchant Interface.
    • VALIDATION: The mode that is used to validate customer payment methods set up to use this processing center. Test Mode can be used for a sandbox environment, and Live Mode should be selected for a production environment.
  11. Optional: On the Connection Preferences tab, select the Create Additional Profiles check box if you plan to accept payments from customers who use more than 10 customer payment methods.
  12. On the form toolbar, click Save.
  13. On the form toolbar, click Test Credentials to validate the credentials you have entered with the processing center.

Step 2: Process Transactions for Each Processing Center with the Fraud Detection Suite (Optional)

For each processing center that has the Fraud Detection Suite set up to hold suspicious transactions for review, do the following:

  1. On the processing center website, approve or decline the transactions held for review.
  2. In MYOB Acumatica, process the documents with transactions held for review, as described in To Process a Transaction Held for Review by the Processing Center.

Step 3: Configure Customer Payment Methods to Use the New Processing Center

For each processing center to be replaced, you should update customer payment methods to use the new processing center. For each payment method associated with the processing center, the following instructions should be performed:

  1. Open the Payment Method Converter (CA207000) form.
  2. In the Old Payment Method ID box, select the payment method ID of the payment method.

    The system populates the Old Proc. Center ID box with the ID of the default processing center assigned to the selected payment method.

  3. Select another processing center if necessary.
  4. In the New Proc. Center ID box, select the ID of the new processing center you configured in Step 1 of these instructions.
  5. Select the Process Expired Cards check box.

    Selecting this check box deactivates customer payment methods corresponding to expired credit cards and deletes all sensitive credit card details of these customer payment methods from the MYOB Acumatica database. The corresponding customer payment methods are shown on documents, but do not allow credit card processing.

  6. In the table, select the Selected check boxes for the customer payment methods to be converted; on the form toolbar, click Process.