Chapter 138: Working with Credit Card Application Services (WCCS)

Purpose: Use this menu option to create and work with credit card application services.

Credit card application services define the type of credit cards you wish to offer to your customers.

The system uses the information defined for each credit card application service during the credit card application process to determine:

• which credit card is associated with an order. When you create a credit card application service, you must define the division or entity number that is associated with the credit card application service. When you enter an order, the system compares the division or entity number defined for the source code on the order to the division or entity number defined for the credit card application service. If the division or entity number defined for the source code on the order matches the division or entity number defined for a credit card application service, the order is eligible to present a credit card offer to the sold to customer on the order.

• the integration layer process used to send the credit card application request to the credit card service and receive the credit card application response from the credit card service. The default integration layer process is CREDIT_APP.

• any discount percentage you wish to offer to a customer if she applies for the credit card offer during order entry. The system applies this discount to the order, regardless if the customer accepts or declines the credit card offer. This discount is a one-time offer that applies to the order where the customer applies for the credit card.

• the pay type associated with the credit card. If the customer is approved for the credit card, the system defaults this pay type to the order payment screen so that the customer can use the credit card to pay for the order. This pay type default only occurs for the order where the customer is approved for the credit card.

• any order entry messages that you wish to display during order entry if a customer is a current card holder of a credit card in the CC Application Service file.

In this chapter:

• Required Setup for Credit Card Application Services

• Work with CC Application Service Screen

• Create CC Application Service Screen

• Change CC Application Service Screen

• Display CC Application Service Screen

Required Setup for Credit Card Application Services

When you create a credit card application service:

• Only assign one credit card application service to each division or entity. If you assign more than one credit card application service to a division or entity, the system will use the credit card application service with the lower Sequence number in the CC Application service file. Any other credit card application service defined for the division or entity will not be used by the system.

Example: You create two credit card application services, both services pointing to entity 555. The first credit card application service you create is assigned sequence number 1. The second credit card application service you create is assigned sequence number 2. During the credit card application process when the system determines which credit card is associated with the order, the system will look at the CC Application Service file to determine which credit card is associated with the same entity or division as the source code on the order header. Because the first credit card application service you created is assigned sequence number 1, the system will use that credit card for the order.

• If you define a pay type for the credit card application service, it must be a credit card pay type. Otherwise, when the system defaults the pay type to the order where the credit card was approved, you will receive an error message on the order payment screen indicating the pay type is not a credit card pay type.

Valid credit card application service setup: The tables below provide examples of valid credit card application service setup, when using either entity or division.

When using entity:

Credit Card Description	Division	Entity	Valid Setup Reason
TWB CREDIT CARD		100	This is valid setup because each credit card application service points to a separate entity.
KAB CREDIT CARD		200

When using division:

Credit Card Description	Division	Entity	Valid Setup Reason
TWB CREDIT CARD	10 (points to entity 100)		This is valid setup because each credit card application service points to a separate division. Even though divisions 21 and 22 point to the same entity, the system will be able to determine which credit card to offer based on the division associated with the source code on the order header.
KAB APPAREL CREDIT CARD	21 (points to entity 200)
KAB HOME GOODS CREDIT CARD	22 (points to entity 200)
BTM CAMPING CARD	30 (points to entity 300)
BTM SPORTS CARD	40 (points to entity 400)

Note: While it is recommended that you set up all of your credit card application services to use either division or entity, you can set up your credit card application services to use a combination of division or entity. However, if you do use both division and entity, you need to make sure that only one credit card application service points to a particular division or entity.

Invalid credit card application setup:

Credit Card Description	Division	Entity	Invalid Setup Reason
TWB ELECTRONICS CARD		100	You cannot have two credit card application services using the same entity. The system will only use the credit card application service with the lower Sequence # in the CC Application Service file.
TWB TOOLS CARD		100
KAB APPAREL CREDIT CARD	21 (points to entity 200)		You cannot have two credit card application services using the same division. The system will only use the credit card application service with the lower Sequence # in the CC Application Service file.
KAB HOME GOODS CREDIT CARD	21 (points to entity 200)
BTM CAMPING CARD	30 (points to entity 300)		You cannot have two credit card application services using the same entity. In this situation, the system would use the BTM CAMPING CARD because the source code on the order header points directly to the division. The system would never use the BTM SPORTS CARD.
BTM SPORTS CARD		300

Work with CC Application Service Screen

Use this screen to create and work with credit card application services.

Note: Credit card application services display on this screen in alphanumeric sequence. However, if more than one credit card application service is defined for an entity or division, the system uses the Sequence # in the CC Application Service file to determine which credit card to offer the customer, using the credit card with the lowest sequence number.

How to display this screen: Enter WCCS in the Fast path field or select Work with Credit Card Application Services from a menu.

CSR1442 DISPLAY Work with CC Application Service 9/18/07 16:10:28 KAB Co Opt Description Entity Division Type options, press Enter. 2=Change 4=Delete 5=Display KAB APPAREL BRAND 06 KAB HOME GOODS BRAND 06 F3=Exit F6=Create F12=Cancel F21=Print list F24=Select Company

Field	Description
Description	A description of the credit card that is available to offer to customers. This description displays on the OE Promotional Messages window to identify the card brand for which the customer is a card holder. Enter a full or partial description and press Enter to display credit card applications that contain your entry. Alphanumeric, 30 positions; optional.
Entity	A code for the entity associated with the credit card brand. Entity codes are defined in and validated against the Entity file. Enter a valid entity code and press Enter to display credit card applications that match your entry. Numeric, 3 positions; optional.
Division	A code for the division associated with the credit card application. Division codes are defined in and validated against the Division file. Enter a valid division code and press Enter to display credit card applications that match your entry. Numeric, 2 positions; optional.

Screen Option	Procedure
Create a credit card application service	Press F6 to advance to the Create CC Application Service Screen.
Change a credit card application service	Enter 2 next to a credit card application service to advance to the Change CC Application Service Screen.
Delete a credit card application service	Enter 4 next to a credit card application service to delete it. The Confirm Delete window displays; press Enter to confirm the delete; otherwise press F12 to cancel. Note: You can only delete a credit card application service that is not associated with any sold to customers.
Display a credit card application service	Enter 5 next to a credit card application service to advance to the Display CC Application Service Screen.

Create CC Application Service Screen

Purpose: Use this screen to create a credit card application service.

How to display this screen: Press F6 at the Work with CC Application Service Screen.

CSR1436 ENTER Create CC Application Service 9/19/07 9:03:45 KAB Co Credit card description . . . . . . Pay type . . . . . . . . . . . . . . Division . . . . . . . . . . . . . . Entity number . . . . . . . . . . . Integration layer process . . . . . CREDIT_APP Discount % . . . . . . . . . . . . . OE message #1 OE message #2 OE message #3 OE message #4 F3=Exit F12=Cancel

Field	Description
Description	A description of the credit card that is available to offer to customers. This description displays on the OE Promotional Messages window to identify the card brand for which the customer is a card holder. Alphanumeric, 30 positions; required.
Pay type	A code for the pay type associated with the credit card. If you define a pay type for the credit card, the system defaults this pay type to the order when the customer is approved for the credit card and the order entry operator presses F8 on the Credit Card Application Approval Window. Pay type codes are defined in and validated against the Pay Type file. Numeric, 2 positions; optional.
Division	A code for the division associated with the credit card application. Division codes are defined in and validated against the Division file. Numeric, 2 positions; required if an entity is not defined.
Entity	A code for the entity associated with the credit card brand. You can associate a credit card brand with either an entity or division; an error message displays if you define both an entity and division for a credit card brand: Enter either Division or Entity. Entity codes are defined in and validated against the Entity file. Numeric, 3 positions; required if a division is not defined.
Integration layer process	A code for the integration layer process that sends and receives credit card application messages to and from the credit card service. The delivered integration layer process is CREDIT_APP. Integration layer processes are defined in and validated against the Integration Layer Process file. Alphanumeric, 10 positions; required.
Discount %	The discount percentage the system applies to the order when a customer applies for the credit card. The discount is applied to the order header Discount % field. If a discount % is defined in the this field, it displays on the Credit Card Application Request Window in order entry. If a discount % is not defined in this field, no discount is applied to the order when a customer applies for the credit card. Note: • This discount is applied only to the order where the customer applies for the credit card; this discount is not applied to subsequent orders for this customer, regardless of whether the customer is approved for the credit card. • This discount is applied to the order even if the customer is not approved for the credit card. Numeric, 5 positions with a 2-place decimal; optional.
OE message #1 - #4	Four lines of free form text you can use to display messages on the Promotional Messages window in order entry to customers that are currently card holders of this credit card. For example, you might wish to use these messages to inform the order entry operator that the customer is currently a card holder and to ask the customer whether the credit card should be used to pay for the order being placed. Alphanumeric, four 60 position fields; optional.

Change CC Application Service Screen

To change: Enter 2 next to a credit card application service at the Work with CC Application Service Screen to advance to the Change CC Application Service screen. You can change any field on this screen except the division or entity.

See the Create CC Application Service Screen for a description of the fields on this screen.

Display CC Application Service Screen

To display: Enter 5 next to a credit card application service at the Work with CC Application Service Screen to advance to the Display CC Application Service screen. You cannot change any field on this screen. See the Create CC Application Service Screen for a description of the fields on this screen.