ACCT CC Authorization

The following control maintenance records belong to the CC (Credit Card) area within the ACCT (Accounting) category and apply to credit card authorization.

Automatic Credit Card Authorization During Invoicing

Indicate whether to enable automatic credit card authorization when orders are invoiced.

Options	Yes - Enabled. For sales orders, the system automatically charges the credit card, if the authorization method associated with the card is Authorize Before Shipment. When return orders are invoiced, the system prompts you to apply the credit to the credit card. No - Not enabled. When a sales order is invoiced, the system does not automatically charge the credit card. When a return order is invoiced, the system does not prompt you to apply the credit to the credit card.
Outcome of setting this control record	Determines if credit card transactions are processed automatically upon invoice.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None.

Credit Card: Days Pre-Authorization Is Valid

Enter the number of days, 0-9, that a credit card authorization should be valid. We recommend entering seven days. After the specified number of days, the authorization is no longer valid.

Credit Card: WOE Authorization Method

Complete this record to enable real-time credit card authorization for web commerce. Use this feature to authorize sales at the time orders are placed, or later.

Options	Authorize Only Before Shipment - Authorize the sale. The Order Print Phantom attempts to authorize the full order amount plus any credit card upcharges specified at the ship via level. Sale Before Shipment - Delay authorization until the order is ready to ship. The Order Print Phantom attempts to authorize the full order amount. Reference Only - The system only uses the credit card information for reference. Sale After Review - Only authorize sales after they are reviewed in the Invoice Preview Queue.
Outcome of setting this control record	Your selection in this record determines the authorization method the system uses for credit card transactions initiated through Web Order Entry, not Sales Order Entry.
Default Value(s)	Blank
Action if set to Null	The system uses the method designated in the Default Auth Method For New Credit Cardscontrol maintenance record.
Additional Information	None.

Default Auth Method For New Credit Cards

Specify the authorization method default to use with credit card transactions initiated through Sales Order Entry.

Options	The options listed below are for the Credit Card Processing with Element Payment Services companion product. If you are still using the Credit Card Authorization companion product, the options are named differently, as noted below. Authorize Only Before Shipment - The Order Print Phantom attempts to pre-authorize the full order amount plus any credit card upcharges specified at the ship via level. If you are using the Credit Card Authorization companion product, this is the Pre-Authorization Before Shipment option. Sale Before Shipment - The Order Print Phantom attempts to authorize the full order amount. If you are using the Credit Card Authorization companion product, this is the Authorize Before Shipment option. Reference Only - The system only uses the credit card information for reference. Sale After Review - Only authorize sales after they are reviewed in the Invoice Preview Queue. If you are using the Credit Card Authorization companion product, this is the Authorize After Review option.
Outcome of setting this control record	Your selection in this record determines the authorization method the system uses for credit card transactions initiated through sales order entry.
Default Value(s)	Blank
Action if set to Null	Uses the Reference Only method.
Additional Information	If the Credit Card: WOE Authorization Method control maintenance record is not set, the system uses the setting in this record for Web Order Entry credit card transactions.

Disable Auth Only Option For Credit Card Authorizations

If your company does not authorize credit cards for payment, set this control maintenance record to hide the Authorization Only option in the Credit Card Authorization window. If this option is disabled, you cannot set the authorization method for a credit card at the user, contact, or order level to Pre-Auth. Disabling the option helps to avoid confusion for your sales personnel when customers pay for orders using a credit card.

An authorization allocates the amount of the customer's credit limit until you authorize the sale, or the pre-authorization expires, often within seven days.

Force Reference Only When No Default Credit Card Assigned To Order

Indicate whether the system forces the credit card authorization method to be Reference Only when authorizing a credit card from the Totals tab and a default credit card number is not associated with the order.

Options	Yes - The system sets the authorization method to Reference Only. No - The system uses the authorization method designated in the Default Auth Method For New Credit Cardscontrol maintenance record.
Outcome of setting this control record	The system determines whether a default credit card number is associated with the order. If so, the system uses the authorization method assigned to the credit card. If not, the system refers to the setting in this record.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	To enable automatic credit card authorization in the print phantoms when the authorization method has been forced to Reference Only, the user is able to go into the CC Info window (Alt-I off of the Totals screen) and change the authorization method from Reference Only to the desired setting Authorize Only Before Shipment, Sale Before Shipment, or Sale After Review)

Notification Method When Credit Card Auth Fails

Select how the system sends notification when a credit card authorization fails.

Options	Job Queue and Message - Sends a tracker and message. Job Queue Only - Sends only a tracker. Message Only - Sends only a message.
Outcome of setting this control record	Determines where notifications go when a credit card authorization fails to authorize.
Default Value(s)	Job Queue Only
Action if set to Null	As if set to Job Queue and Message.
Additional Information	None