Payment Details

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This form is enabled when:

• Sales Order Advance Receipts are in use, and the sales order has a positive value, or
• The option to Add credit card payment details on SO Entry is selected in SO Module Control, and the option to Use credit card is selected for the customer in Customer Credit Card Maintenance.

  If you select a Receipt type of Banked credit card or Non banked credit card, you can enter the customer's credit card details on this form to indicate the card used for payment of the invoice.

Receipt type

This is taken from the receipt type assigned to the customer in AR Customer Maintenance.

Card code

Select the card code of the receipt type. If the customer already has credit card details set up in Customer Credit Card Maintenance, you will then be able to select a Card number, and all other credit card details defaults to the form.

Ad hoc card

Select this option to enter credit card details (number, security code, name and expiry date) for a customer using a card that is not set up for them in the system.

If the Ad hoc card encryption option is selected in Credit Card Control, details displays encrypted. If you don't select this option, the details displayed on the form are not encrypted.

New card

This button will not display if the Ad hoc card option has been selected. Click this button to access the Customer Credit Card Maintenance form directly, so that you can enter new credit card details for the customer. Do this if the customer has changed their card from the current default, or uses a new card that they uses again in the future

If the user does not have access to the Customer Credit Card Maintenance form using User Preferences, this button doesn't display on the form.

Card number

If the customer has credit cards set up in Customer Credit Card Maintenance, you can select a card and the remaining details defaults. You can also enter the details if the Ad hoc card option is selected.

Greentree validates the card number against the length of card number specified in Credit Card Maintenance. The details display encrypted (shows asterisks to last four digits) if the Ad hoc card encryption option is selected in Credit Card Control.

Security code

The security code uses the selected card. If the card number was entered (ad hoc), you must also enter the security code. Greentree will validate the code against the length of security code specified in Credit Card Maintenance. The code displays encrypted if the Ad hoc card encryption option is selected in Credit Card Control.

Name on card

The name uses the selected card, but can be entered if the card was also entered. The name displays encrypted if the Ad hoc card encryption option is selected in Credit Card Control.

Expiry date

The date uses the selected card, but can be entered if the card was also entered. Enter the date in the format MMYY, for example, 1219 indicates the card expires in December, 2019. The date displays encrypted if the Ad hoc card encryption option is selected in Credit Card Control. You can't enter a date that is less that the current date (month/year).

If the option to Use credit card authorisations is selected in SO Module Control, the receipt type is a Non-banked credit card, and a credit card payment gateway is in use, an Authorise card details section displays beneath the card details section on this form. The values in this section are visible (and the Authorise option selected) if the sales order is successfully submitted to the credit card payment gateway.

If the option is authorised is selected in Credit Card Control, you can also make authorisations (for example, where the site uses a verbal authorisation process). However, this cannot be done if the sales order has a status of: On Backorder, Finalised, Invoiced, Cancelled, or Completed.

Card details and authorisations are sent through Greentree to the AR Invoice & Receipting processes, so that the payment capture is referenced to the authorisation ID as applicable.

Authorise

The default value is false, but is auto-set to true following a successful submission to the credit card payment gateway.

Request ID

This updates with the Request ID returned from the payment gateway following a successful submission. It can be up to 50 characters long.

This field is read only.

Authority ID

This updates with the Authority ID returned from the payment gateway following a successful submission. It can be up to 50 characters long.

This field is read only.

Authorised date

This is the date the payment gateway authorises the payment associated with the Authority ID.

This field is read only.

SO Value

This reflects the value of the sales order when it was submitted for authorisation.

This field is read only.

If the sales order value is adjusted beyond the submission (for example, details of the order are changed), the value displayed will still display the value when the sales order is submitted, and the order cannot be re-submitted for further authorisation.

Submit

Click this button to submit detail to the credit card payment gateway for authorisation. If the Authorise option is selected (indicating that the request has already been successfully submitted), this button is not available. The button is not available if the sales order has a status of: On Backorder, Finalised, Invoiced, Cancelled, or Completed.

• Credit Card Maintenance

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