Set Credit Card Options

Select Credit Card Options in System Options Maintenance (XM) to set options for processing credit card payments. See Processing Credit Cards Manually and Processing Credit Cards through the Credit Card Interface for more information.

  1. Set these options for your enterprise:

Field Name

Type / Max Length

Action / Description

Credit card option

Required
 

Select:

  • Y Payments automated
    To process credit card payments through a credit card processor. Entries in Required and Conditional fields listed below are required. See Processing Credit Cards through the Credit Card Interface.
    Note
    When credit card payments are automated, the audit trail for the Customer Credit Cards (C1K) file is activated and cannot be deactivated.

  • N No credit card payments
    If you do not accept credit card payments. No other information is required.

  • M Manual processing
    If you accept credit card payments and want to process them manually. Specify a Credit Administrator below, but no other entries are required for manual processing. See Processing Credit Cards Manually.

Credit card package

Conditional

If you selected Y Payments automated, select CONNECT CardConnect.

Interface administrator

Conditional

Select the user ID of the person who will be acting as the administrator for this interface. Email about problems with the interface itself (e.g., the link is down, login errors) will be sent to the administrator.

Client name

 

This field is not currently required or used.

User name/account ID

Conditional

Enter the name or account ID assigned by the credit card processor.

Account password

Conditional

Enter the password assigned by the credit card processor.

Company name

Optional

This field is not currently required or used.

Credit administrator

Required

Select the user ID who will be acting as the credit administrator for this interface. Email regarding problems with specific customer cards (e.g., card has expired, card was declined) will be sent to this user.

Security code required?

Conditional

Select if you require operators to request and enter the credit card's security code (i.e., CVV, CVC) when entering card information. Leave blank if you do not want this field required.

Validate/authorize new cards?

Conditional

Select to send an authorization request in the amount of .01 to validate the credit card when a new credit card is entered. The .01 transaction is immediately voided.

Authorize card in Order Entry?

Conditional

Select to send an authorization request in the amount of .01 to validate the credit card when a credit card is selected during order entry. The .01 transaction is immediately voided.

Authorize amount at order confirmation?

Conditional

Select if you want to send an authorization request immediately prior to confirming the order. If the card authorization is not successful, the order cannot be confirmed and no shipping documents will be produced. Leave blank if you do not want to send an authorization request when a shipment is confirmed.

Merchant code

 Required

Enter the merchant code assigned by the credit card processor.

Default location

 Optional

This field is not currently required or used.

Default terminal ID

 Optional

This field is not currently required or used.

Default commodity code

Optional

When sending line item detail for payment processing, a commodity code may be sent. The code for inventoried items is obtained using the shipping category (maintained in Branch Item Maintenance) and the commodity code for that category (maintained in Shipping Category Maintenance). You can enter a default code here if you do not use the shipping category or the item is a non-stock item.

Work directory

Conditional

Specify a directory for temporary files.

Mode

Conditional

This displays your current operating mode:

  • DEV Development/testing mode
    Set up for a test environment only (i.e., not posting credit card payments)

  • LIVE Live transactions
    Posting actual payments for the credit cards

PowerShift Support can assist in activating LIVE mode when you are ready.

  1. Choose the appropriate options:

To

Do This

Change an option

Move the cursor to the field and make changes. Click Apply to accept the change or click Cancel to revert to the previously saved value.

Print these options

Click Print. See Print an Inquiry.

Accept these options and exit

Click OK.

  1. Choose the appropriate options when you click OK or Cancel:

To

Do This

Display a category of options

Highlight the line and click Select or double-click the line.

Exit the program

Click Exit.