Manual Credit Card Authorization (MCCA)
Purpose: Use the Manual Credit Card Authorization function to perform a manual credit card authorization and release a credit card order from hold.
In this chapter:
• First Manual Credit Card Authorization Screen (Selecting an Order)
• Second Manual Credit Card Authorization Screen (Working with Authorizations)
For more information:
• reviewing the payment history that occurs when you manually authorize a credit card payment: Reviewing Financial Information on an Order
• releasing an order from hold without performing a credit card authorization: Performing the Release
• reviewing when the order was held, released and authorized: Display Order History Screen
• restricting users or user classes from releasing orders from certain hold reason codes: Establishing Order Hold Reason Codes (WOHR)
First Manual Credit Card Authorization Screen (Selecting an Order)
How to display this screen: Enter MCCA in the Fast path field at the top of any menu or select Manual CC Authorization from a menu.
:
Field |
Description |
Order # |
The order number you want to authorize and release from hold. If you enter a: • valid order number, you advance to the Second Manual Credit Card Authorization Screen (Working with Authorizations). If you entered an order number that does not contain a credit card payment record, no data will display on this screen. • invalid order number, the system displays an error message: Order number (3801) does not exist. Numeric, 8 positions; required. |
Second Manual Credit Card Authorization Screen (Working with Authorizations)
Purpose: Use this screen to authorize each credit card payment method associated with the order number you entered at the first Manual Credit Card Authorization screen and, if necessary, release the order from hold.
Note: Depending on the user’s authority to credit card information, the system writes a record to the Credit Card Audit table when this screen is displayed. See Logging Credit Card Data Access in the Data Security and Encryption Guide for more information.
How to display this screen: Select OK after you enter an order number at the First Manual Credit Card Authorization Screen (Selecting an Order).
Field |
Description |
Order # |
The order number you entered at the First Manual Credit Card Authorization Screen (Selecting an Order) to authorize and release from hold. Numeric, 8 positions; display-only. |
Usr (User hold) |
A user-defined code you use to place an order on hold in Order Entry. User hold codes are defined in and validated against the Order Hold Reason table; see Establishing Order Hold Reason Codes (WOHR). Alphanumeric, 2 positions; display-only. |
Sys (System hold) |
A system-assigned code you use to place an order on hold due to a reason related to a customer, fraud or payment. System hold codes are defined in and validated against the Order Hold Reason table. See Introducing Order Hold Reason Codes. Alphanumeric, 2 positions; display-only. |
Pay (Payment hold) |
A system-assigned setting that places an order on hold due to payment information on the order. System-assigned payment hold codes are defined in and validated against the Order Hold Reason table; see Establishing Order Hold Reason Codes (WOHR). Valid values are: • Selected = The system placed one or more payment methods on the order on hold. • Unselected = The order is not on hold for payment information. See Introducing Order Hold Reason Codes for a list of payment hold codes. |
Rcp (Recipient hold) |
A system-assigned setting that places an order on hold due to one or more of the recipients (ship-to addresses) on the order. Valid values are: • Selected = One of the ship-to customers (or addresses) on the order is on hold. • Unselected = The order is not on hold for the recipient (ship-to) information. See Introducing Order Hold Reason Codes for a list of Recipient hold codes. |
Release from hold |
Indicates whether you want to release the order from hold. Valid values are: • Selected = Release the order from hold. • Unselected (default) = Do not release the order from hold. You can release the order from hold only if you have the proper authority. See Establishing Order Hold Reason Codes (WOHR). |
Pay type (Unlabeled field to the left of the Payment method field) |
A user-defined code that defines the method of payment on the order. Pay type codes are defined in and validated against the Pay Type table. See Working with Pay Types (WPAY). Only credit card pay types display on this screen. Numeric, 2 positions; display-only. |
Payment method (Payment method description) |
The description associated with the pay type code. Alphanumeric, 30 positions; display-only. |
Auth Date |
The date the credit card payment on the order is authorized. Numeric, 6 positions (in user date format); required. |
Auth Number |
The user-defined number you use to authorize the credit card payment. You can enter an authorization number in upper and lower case. Numeric, 16 positions; required. |
Amount (Authorization amount) |
The amount defined in the Order Payment record for this credit card. Numeric, 10 positions with a 2-place decimal; required. |
Pay hld (Pay type hold reason code) |
A system-assigned code that places an order on hold due to payment information on the order. Payment hold codes are defined in and validated against the Order Hold Reason table. See Establishing Order Hold Reason Codes (WOHR) for a list of pay type hold reason codes. Alphanumeric, 1 position; display-only. |
Chg seq (Charge sequence) |
The order in which the system should charge each pay type when the customer uses more than one form of payment. Only credit card pay types display on this screen. Numeric, 1 position; display-only. |
Card # |
Unlabeled field below the Payment method field. The number and expiration date of the credit card used on this order. If you use credit card tokenization, this number may be a token rather than the actual credit card number. If you do not have authority to the Display Full Credit Card Number (B14) secured feature, the credit card number displays in the format specified at the Credit Card Number Layout Screen for the associated pay type. For example, ************1443 may display instead of the entire credit card number. See Credit Card Number Format for an overview. Alphanumeric, 50 positions; display-only. |
Instructions:
1. Complete the Auth Date, Auth Number and Amount fields for each credit card payment you wish to authorize.
2. Select OK. The system validates your entries and highlights any fields you need to correct. Correct any fields and Select Accept to process the authorization.
3. The Release Reason Prompt pop-up window displays if the order is on hold. Select to release the order from hold; otherwise unselect for the order to remain on hold. An error message indicates if you do not have the proper authority to release the order from hold. See Establishing Order Hold Reason Codes (WOHR).
You return to the First Manual Credit Card Authorization Screen (Selecting an Order).
Pick slip preparation: When you apply a manual credit card authorization to an order, the system removes any pick slip preparation from the order and once the manual authorization has been applied, reevaluates the order to determine if it is eligible for pick slip preparation; see Preparing Orders for Pick Slip Generation.
Reviewing financial history: You can review the payment and order history for this order in standard or streamlined Order Inquiry. See Reviewing Financial Information on an Order for more information on reviewing the payment history for this order and Display Order History Screen for more information on reviewing when this order was held, released and authorized.
Screen Option |
Procedure |
Display the credit card pay type details |
Select Display Detail for a credit card payment to advance to the Display Order Pay Type Screen (2 of 2). |
Advance to standard Order Inquiry |
Select Order Inquiry to advance to the Order Inquiry Header Screen or the Order Inquiry Detail Screen, depending on the setting of the Default Version for Order Inquiry (C34) system control value. |
Authorize the credit card payment(s) |
Select Accept. |
