Credit Card Portal

If you click New card when entering a credit card order or payment or click Add or Update in Credit Card Maintenance, the Credit Card Portal screen is displayed. If you are updating a card, current card details are retrieved from the credit card processor.

  1. Enter or change data in the following fields:

Field Name

Type / Max Length

Action / Description

Customer no

Display only

The customer number followed by the customer's name

Card name

Required
30 alphanumeric

Enter an identifier or description for the card. This is displayed when you select a credit card (e.g., in Sales Order Maintenance).

Once entered, the card name cannot be changed.

Card type

Required

Select the credit card type. The list of card types is maintained in Credit Card Types Maintenance.

Cardholder name

Required
64 alphanumeric

Enter the name imprinted on the card.

Company name

Optional
64 alphanumeric

Enter the name of the company; the name specified in Customer Maintenance for the customer number is displayed by default.

Billing address 1

Optional
64 alphanumeric

Enter the credit card billing address.

Billing city

Optional
25 alphanumeric

Enter the city of the credit card billing address.

Billing state/prov

Optional
4 alphanumeric

Select the state or province of the credit card billing address.

Postal code

Required
15 alphanumeric

Enter the postal code of the credit card billing address.

Country

Optional
4 alphanumeric

Select the country of the credit card billing address.

Email address

Optional
45 alphanumeric

Enter the cardholder's email address.

Expiration month

Conditional

The month the card expires; this field can be changed if you are updating card information

Expiration year

Conditional

The year the card expires; this field can be changed you are updating card information

  1. Choose the appropriate options:

To

Do This

Enter sensitive cardholder data for a new card

Click OK.

A browser window opens for entry of sensitive cardholder data. You have 60 seconds to enter the card number, expiration date and the 3- or 4-digit security code, if required, and click Submit. Invalid entries (e.g., a letter or special character in the card number) display in red.

If you do not enter card information within the time allowed, the browser session will time out. If this happens, close the browser, return your PowerShift session and acknowledge any messages. Click OK to retry entry of sensitive cardholder data.

The program displays a message if card information was accepted or declined and returns to order/payment program.

Change card information

Move the cursor to the field and make changes. Click OK to update card information or click Cancel to abandon changes.

The program displays a message if card information was updated and returns to the list of credit cards for the customer. See Credit Card Maintenance.