Setup Requirements for Credit Card Authorization

Following are the control maintenance records and authorization keys used for Credit Card Authorization.

Control Maintenance Records

Set the following control maintenance records:

General Control Maintenance Records

• Branch That Controls Branch That Receives Credit For The Sale

• Branch That Receives Credit For The Sale

• Credit Card Administrator

• Credit Card Collection Approval Mode

• Credit Card: Days Pre-Authorization Is Valid

• Credit Card: Default Reference Number

• Credit Card: Required Information

• Default Credit Card Terms Code

• Allow Auto Apply Of Credit Card Payments

• Allow Sending Credit Card Level 3 Data

Note: You must purchase the Credit Card Level 3 companion product to view Level 3 data. For more information, contact your Eclipse inside salesperson.

• Force Reference Only When No Default Credit Card Assigned To Order

• Override Print Status On Credit Card Denial

• Sales Order Entry Terms Code Override

• User To Be Messaged With Credit Card Communication Errors

• Valid Credit Card Types

• Validate Name In 'Ordered By' Field Against Customer Contacts

Authorization Control Maintenance Records

• Automatic Credit Card Authorization During Invoicing

• Credit Card: Auth Screen In View Only Mode For Reference Only Cards

• Credit Card: Days Pre-Authorization Is Valid

• Default Auth Method For New Credit Cards

• Notification Method When Credit Card Auth Fails

WOE Control Maintenance Records

• Credit Card: WOE Authorization Method

• Force Information To Be Entered On The WOE Credit Card Page

• Display The Credit Care Information Page In WOE

General A/R Accounting Control Maintenance Records

• Credit Card Level III Summary Line Item

Note: You must purchase the Credit Card Level 3 companion product to view Level 3 data. For more information, contact your Eclipse inside salesperson.

Authorization Keys

Assign the following authorization keys:

• CREDIT.CARD.ACCT

• CREDIT.CARD.MANUALS

• CREDIT.CARD.REQD.OVR

• CREDIT.CARD.RESETTLE

• CREDIT.CARD.SETUP

See Also:

Credit Card Authorization Setup Overview