Order Synchronization: To Configure and Import Authorize.Net Payments

The following activity will walk you through the process of configuring the system so that you can import card payments from the BigCommerce store to MYOB Advanced and then further process them, if necessary.

Attention: The following activity is based on the U100 dataset.

Story

Suppose that the SweetLife Fruits & Jams company wants to accept card payments in the BigCommerce store. The company already has the Authorize.Net account for processing card payments.

Acting as an implementation consultant helping SweetLife to set up the integration of MYOB Advanced with the BigCommerce store, you need to configure Authorize.Net as a card payment provider in the BigCommerce store, configure the card payment processing in MYOB Advanced, and then configure the import of card payments from the BigCommerce store to MYOB Advanced.

At this stage of the implementation, you need to create only one payment method to record all imported card payments.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • On the Enable/Disable Features (CS100000) form, the Integrated Card Processing feature has been enabled.
  • On the Cash Accounts (CA202000) form, the 10250ST cash account has been created.

Process Overview

In this activity, you will do the following:

  1. On the Accounts Receivable Preferences (AR101000) form, activate integrated card processing.
  2. On the Processing Centers (CA205000) form, define a processing center.
  3. On the Processing Centers form, connect the processing center to the Authorize.Net payment gateway.
  4. On the Payment Methods (CA204000) form, define a payment method that will represent all card payments in the BigCommerce store.
  5. In the control panel of the BigCommerce store, enable the Authorize.Net payment gateway for accepting card payments.
  6. On the BigCommerce Stores (BC201000) form, map the Authorize.Net store payment method with the payment method defined in MYOB Advanced for all card payments.
  7. On the storefront of the BigCommerce store, create a test order paid by card.
  8. In the control panel of the BigCommerce store, review the created test sales order.
  9. On the Prepare Data (BC501000) form, prepare the sales order for synchronization; on the Process Data (BC501500) form, process the sales order data prepared for synchronization.
  10. On the Sales Orders (SO301000) form, review the imported sales order.

System Preparation

Before you complete the instructions in this activity, do the following:

  1. Sign up for an Authorize.Net sandbox account at https://developer.authorize.net/hello_world/sandbox.html. After you create an account, you will get the credentials to use in payment processing (API Login ID and Transaction Key). You will use these credentials in this activity.
    Important: In your Authorize.Net sandbox account, make sure that you enable Live transaction processing mode. However, you will enable test mode when you configure the Authorize.Net payment method in your BigCommerce store and when you set up the Authorize.Net processing center in MYOB Advanced.
  2. Make sure that the following prerequisites have been met:
  3. Launch the MYOB Advanced website with the U100 dataset preloaded, and sign in with the following credentials:
    • Username: gibbs
    • Password: 123
  4. Sign in to the control panel of the BigCommerce store as the store administrator.

Step 1: Activating Integrated Card Processing

To activate integrated card processing, do the following:

  1. Open the Accounts Receivable Preferences (AR101000) form.
  2. In the Data Processing Settings section on the General tab, select the Enable Integrated CC Processing check box.
  3. On the form toolbar, click Save.

Step 2: Creating the Processing Center

To create the processing center that will be connected to the Authorize.Net payment gateway, do the following:

  1. Open the Processing Centers (CA205000) form.
  2. On the form toolbar, click Add New Record, and in the Summary area, specify the following settings:
    • Proc. Center ID: AUTHNETCOM

      This processing center represents the connection to the Authorize.Net payment gateway for the credit card processing transactions from the online store.

    • Name: Authorize.Net Commerce
    • Cash Account: 10250ST - Company Merchant Account

      This cash account specifies the currency in which the system will make the authorization and capture credit card transactions.

    • Active: Selected
    • Payment Plug-In (Type): PX.CCProcessing.V2.AuthnetProcessingPlugin

      The selected payment plug-in is a card processing plug-in supplied with MYOB Advanced that interacts with the payment gateway in PCI DSS-compliant mode. The sensitive information of the card is neither stored in MYOB Advanced nor transferred between the system and the payment gateway.

    • Allow Saving Payment Profiles: Selected (default state)
    • Synchronize Deletion: Selected (default state)
    • Accept Payments from New Cards: Selected (default state)
  3. On the form toolbar, click Save.

Step 3: Specifying the Connection Settings for the Processing Center

To configure the connection to the payment gateway (so that you can use the payment gateway in test mode), do the following:

  1. While you are still viewing the Processing Centers (CA205000) form, on the Plug-In Parameters tab, specify the values as listed in the following table.
    ID Value
    MERCNAME The API Login ID of your sandbox account
    SIGNKEY Leave as is
    TESTMODE 1
    TRANKEY The Transaction Key of your sandbox account
    VALIDATION Test Mode
  2. Save your changes.
  3. To test that the connection settings, on the form toolbar, click Test Credentials.

    If the test connection is successful, the system will display the following message: The credentials were accepted by the processing center.

Step 4: Configuring a Payment Method That Represents Payments by Card

To create the payment method to be used for processing for all payments by credit card, do the following:

  1. On the Payment Methods (CA204000) form, add a new record.
  2. In the Summary area, specify the following settings:
    • Payment Method ID: ALLCARDS
    • Active: Selected
    • Means of Payment: Credit Card

      When you set Means of Payment to Credit Card, on the Settings for Use in AR tab, the Integrated Processing check box becomes selected, and the Processing Centers tab appears.

    • Description: All card payments
    • Use in AP: Cleared
    • Use in AR: Selected
    • Require Remittance Information for Cash Account: Cleared
  3. On the Allowed Cash Accounts tab, do the following:
    1. On the table toolbar, click Add Row.
    2. In the new row, select the 10250ST cash account in the Cash Account column.
    3. Make sure the Use in AR check box is selected for the cash account.
  4. On the Processing Centers tab, add a row, and specify the following settings in the row:
    • Proc. Center ID: AUTHNETCOM
    • Active: Selected
    • Default: Selected
  5. On the form toolbar, click Save to save your changes.

Step 5: Defining the Authorize.Net Payment Gateway in the BigCommerce Store

To define the Authorize.Net payment method that the store will accept for the United States Dollar (USD) currency, in the BigCommerce control panel, do the following:

  1. In the left pane, click Settings.
  2. On the Settings page, in the Setup section, click Payments.
  4. On the Payment Methods page, which opens, in the Show payment methods for box, make sure USD (US Dollar) is selected.

    The system displays the Checkout Payment Settings tab and a tab for each payment method activated for the selected currency.

  5. On the Checkout Payment Settings tab, under Additional providers, expand the Online Payment Methods group.
  6. In the row of Authorize.Net, click Set up.
  7. On the Authorize.Net Settings tab, which appears, specify the following settings:
    • API Login ID: The API Login ID of your Authorize.Net sandbox account
    • Transaction Key: The Transaction Key of your Authorize.Net sandbox account

      You should use API Login ID and Transaction Key that you used when you configured the connection to Authorize.Net payment gateway.

    • Transaction Type: Authorize Only
    • Test Mode: Yes
  8. In the lower right, click Save to save your changes.

Step 6: Creating the Mapping for the Authorize.Net Store Payment Method

To configure the mapping for the Authorize.Net store payment method in MYOB Advanced, do the following:

  1. Open the BigCommerce Stores (BC201000) form.
  2. In the Store Name box of the Summary area, select SweetStore - BC.
  3. In the table of the Payment Settings tab, update the settings in the row with the AUTHORIZENET (CREDIT_CARD) payment method as follows:
    • Active: Selected
    • Store Currency: USD
    • ERP Payment Method: ALLCARDS
    • Cash Account: 10250ST
    • Proc. Center ID: AUTHNETCOM
  4. On the form toolbar, click Save to save your changes.

Step 7: Creating an Order Through the Storefront

To purchase a jar of jam, so that you can later import the order and review the credit card payment, in the BigCommerce control panel, do the following:

  1. In the left pane, click View Store to open the storefront.
  2. On the storefront, in the search box, start typing plum.
  3. In the search results, click the tile of the Plum jam 96 oz product.
  4. On the page for the Plum jam 96 oz product, which opens, select a quantity of 3, and click Add to Cart.
  5. In the pop-up window that opens, click Proceed to checkout.
  6. On the checkout page, specify the needed settings as follows:
    1. In the Customer section, in the Email Address box, specify melody@example.com, and click Continue.
    2. In the Shipping section, fill in the shipping address boxes as follows:
      • First Name: Melody
      • Last Name: Keys
      • Address: 3402 Angus Road
      • City: New York
      • Country: United States
      • State/Province: New York
      • Postal Code: 10003
      • My billing address is the same as my shipping address: Selected
    3. In the Shipping Method section, make sure that the Free Shipping option is selected, and click Continue.
  7. In the Payment section, make sure the Authorize.Net option button is selected, and specify the following card settings:
    • Credit Card Number: 4111 1111 1111 1111
    • Expiration: 12/23
    • Name on Card: Melody Keys
  8. Click Place Order to place your order.

    Your order has been created, and on the confirmation page, the order number is displayed. You will process the order with this order number further in this activity.

Step 8: Reviewing the Sales Order in the Control Panel

To review the sales order that you placed in the previous step, in the BigCommerce control panel, do the following:

  1. In the left pane, click Orders > View.
  2. On the View Orders page, which opens, expand the order of Melody Keys, and review the order details.

    Notice that the Status of the order is set to Awaiting payment and in the Billing section, the Capture Funds link is displayed. Because you have configured the Authorize.Net payment option to only authorize the payment amount when the order is placed, the payment funds have not yet been captured.

Step 9: Importing the Sales Order

To prepare the sales order data for synchronization and then process it, do the following:

  1. Open the Prepare Data (BC501000) form.
  2. In the Summary area of the form, specify the following settings:
    • Store: SweetStore - BC
    • Prepare Mode: Incremental
  3. In the table, select the Selected check box in the row of the Sales Order entity, and on the form toolbar, click Prepare.
  4. In the Processing dialog box, which opens, click Close to close the dialog box.
  5. In the row of the Sales Order entity, click the link with the number of prepared synchronization records in the Ready to Process column. The Process Data (BC501500) form opens with the SweetStore - BC store and the Sales Order entity selected.
  6. In the table on the Process Data form, select the unlabeled check box for the only row, and click Process on the form toolbar.
  7. In the Processing dialog box, which opens, click Close to close the dialog box.

Step 10: Reviewing the Imported Sales Order

To review the settings of the imported sales order, do the following:

  1. Open the Sync History (BC301000) form.
  2. In the Summary area, specify the following settings:
    • Store: SweetStore - BC
    • Entity: Sales Order
  3. On the Processed tab, in the row of the sales order that you have just imported (which you can locate by its external ID), click the link in the ERP ID column.
  4. On the Sales Orders (SO301000) form, which opens for the imported order in a pop-up window, review the settings of the order.

    In the Summary area, notice that the External Reference and Description boxes include the order number from BigCommerce. In the Customer box, the system has inserted the ID of the generic guest customer that you have selected on the BigCommerce Stores (BC201000) form.

  5. On the Payments tab, review the details of the created payment document.

    Notice that the payment document has the Prepayment type. It includes the external credit card transaction associated with the purchase. The number of the transaction is displayed in the Payment Ref. column and its status, which is Pre-Authorized, is displayed in the Proc. Status column.

    Figure 1. The prepayment applied to the order


  6. On the table toolbar, click Capture.

    After the capture operation is successfully completed, Proc. Status is changed to Captured, and the status of the prepayment document is changed from Pending Processing to Open, which means that the prepayment document has been released.

Next you would proceed to create and confirm the related shipment, prepare the related invoice, release the payment, and synchronize the shipment back to the BigCommerce store. For the purposes of this activity, you do not have to perform any of these operations.