Payment Method Converter
Form ID: (CA207000)
You can use this form to change a processing center for existing customer payment methods that require integrated processing.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Process | Processes the listed payment methods that you have selected. |
| Process All | Processes all payment methods on the list. |
Selection Area
You use the elements in the Selection area (described in the following table) to select a payment method you want to change a processing center for. You specify the payment method and the new processing center.
| Element | Description |
|---|---|
| Old Payment Method ID | Required. The identifier of the payment method you want to change a processing center for. |
| Old Proc. Center ID |
Required. The identifier of the processing center that is currently processing payments made with the payment method you have selected. The system displays for selection all the processing centers that use the Authorize.Net AIM plug-in or the Authorize.Net CIM plug-in for the processing of credit and debit card payments. |
| New Proc. Center ID |
Required. The identifier of the processing center that will process payments made with the selected payment method after the conversion is finished. The system displays for selection all the processing centers that use the Authorize.Net API plug-in for the processing of credit and debit card payments. |
Table
The table lists the customer payment methods that match the selection criteria. The system loads the customer payment methods of customers whose settings permit the use of the branch, company, or company group to which the user's role is assigned (the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form contains this branch, company, a company within the company group, or is empty).
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
| Column | Description |
|---|---|
| Selected | A check box that indicates (if selected) that the customer payment method is selected for processing. |
| Payment Method | The payment method associated with the customer account. |
| Customer | A customer whose payment method you want to convert. |
| Card/Account Nbr. | The identifier for the customer's payment method. |
| Active | A check box that indicates (if selected) that the selected customer payment method is active. |