Processing Credit Cards for Authorization Only

This topic discusses how to process credit cards for authorization only.

Processing Replacement Orders Created from a Returned Material Authorization

Replacement sales orders created from a sales order that is selected from the Customer Shipment History page will inherit credit card data from the original sales order or invoice. If the return has no sales order history and the replacement order has a Credit Card payment type, then the replacement sales order is created with default credit card information from the Credit Card Data page of the contact.

See Customer Shipment History Page.

See Using the Bill-By Identifier with the Billing Interface.

Page Name

Definition Name

Usage

Credit Card Data Page

ORDENT_HDR_CREDCRD

Enter or modify customer credit card information during sales order entry. Use to authorize if using online authorizations.

Load Credit Card Interface Page

RUN_OM_CRCARD

Run the Load CC Interface process to load credit card information from the Ord_Header record into the INTFC_CRCARD staging table. Use this process to initiate the background authorization process and to move denied online credit card transactions to the Pending Credit Card Transactions so they can be reauthorized.

See Submitting Credit Card Charges for Background Authorization Only Processing.

Credit Card Processing Page

RUN_OM_CRCARD

Run the CC Processing process to pull credit card information from the INTFC_CRCARD staging table and to call the Process Credit Card Invoices process.

See Submitting Credit Card Charges for Background Authorization Only Processing.

Pending Credit Card Transactions Page

OM_INTFC_CRCARD1

Review the status of pending or failed credit card transactions or navigate to additional pages to correct or reset credit card transactions. You can also reauthorize credit card transactions that were denied during sales order entry if using online authorizations.

Credit Status Page

OM_INTFC_CRCARD2

Review or change credit card address information, review the results of any processing calls made to the third-party credit card authorization and payment application for a transaction, change the authorization status to resubmit the transaction, change the payment terms from the credit card to the default terms for this customer, or cancel the order.

Credit Card History Page

OM_CRCARD_HST

Review credit card transaction information for an order.

See the Authorizing Credit Cards in Order Management.

Use the Credit Card Data page (ORDENT_HDR_CREDCRD ) to enter or modify customer credit card information during sales order entry.

Use to authorize if using online authorizations.

Image: Credit Card Data page

This example illustrates the fields and controls on the Credit Card Data page. You can find definitions for the fields and controls later on this page.

Credit Card Data page in Order Management, using the traditional credit card model

When modifying credit card information, note that:

  • The primary credit card information is the default information stored on the Contact Additional Info page. This page validates the credit card number and verifies that the required information is entered.

  • If you are using the credit card number validation set up on the Credit Card Type page, the system checks the length and prefix of the credit card number and performs a digit check to ensure that the credit card number is valid. The Valid Credit Card table stores the information for credit card number validations. If the credit card number passes validation, the order is submitted for processing. Otherwise, an error message appears requiring you to enter the credit card information again. You can change the credit card information, change the payment method, or cancel the order. Once the system validates the information, you can save and create the order in the PeopleSoft system.

  • Credit cards can be authorized online or in the background, depending on how you set up the PeopleSoft Order Management Business Unit definition. If you selected:

    • Online authorizations on the Order Entry Features page, click the Authorize Credit Card link to authorize the credit card during online entry. If the authorization fails, the customer service representative (CSR) can enter another credit card or change the payment terms.

    • Credit Card Hold on the Credit Processing page, the order is placed on hold until the credit card can be authorized by the CC Processing process (OM_CRC000).

Modify the credit card information on the Credit Card Data page; enter the required values for:

Field or Control

Definition

Clear Credit Card Info

Click the Clear Credit Card Info button to clear current credit card information on the page.

Select Primary Card

Click the Select Primary Card button to populate the page with the primary credit card information of the customer contact, which was established on the Contact Additional Info page.

Select Credit Card

Click the Select Credit Card link to enter a new credit card for this customer.

Credit Card Type

Select a card type from the drop-down list.

Security Code

Enter the CVV number of the credit card. The Security Code field will be visible only if prompting for the security code is enabled on the Order Management installation page. A What is a Security Code? link is provided next to the Security Code field. Click this link to display an explanatory page about security codes.

Display Unmasked Card Number

If the user has access to the credit card security component, the system displays this field. If the option is selected, the system displays the credit card number unencrypted. You may have to grant users access if they need to verify the entire credit card number.

Telephone

If the contact has only one number on file, this number populates the field automatically. If the customer has:

  • Multiple telephone numbers, select one from the drop-down list box before saving the page.

  • A business or home phone number on file, the business phone appears by default first. If the contact has no business phone, the home phone appears.

Address Source

The available options are Ship To Address and Bill To Address.

Authorization Status

The system updates the fields in this group box after you have entered the order lines and freight charges. The Amount field represents the total amount of goods, services, tax, and freight that will be transmitted for authorization to the credit card payment processing service.

The authorization information is populated automatically after you authorize the credit card online by clicking the Authorize Credit Card link or by running the Process Credit Card Invoices process (OM_CRC000) for the order.

Authorize Credit Card

Click the Authorize Credit Card link if you are authorizing credit cards online. Online authorizations on the Order Entry Features page must be selected to use this option. The link is only available if the option is selected for the business unit. If you do not select this option before saving the order, you will receive a message reminding you that online authorization is turned on for the business unit. If you do not authorize the order, it will be placed on hold and the credit card will be authorized in the background if hold codes are set up. If you click the link after the order has been authorized, a message appears letting you know that the order was already authorized. If the order amount has increased, you will be prompted to reauthorize the order. PeopleSoft Billing uses the information in the credit card history table to bill the customer as long as the authorization has not expired. If the authorization has expired, PeopleSoft Billing will reauthorize the purchase. If the credit card is:

  • Approved, the message Credit card approved will appear.

  • Denied, the message Credit card denied will appear. The CSR can enter a new credit card by clicking the Clear Credit Card Info button and the Select Credit Card link.

Validate Credit Card

Click this link to send an authorization for a minimum unit of currency to your third-party credit card authorization and application to perform initial fraud screening for the credit card.

Note: The Enable Authorization Reversals for Decrements check box must be selected in the Installation Options for authorization reversals for decrements. The system checks for necessary reversals any time the credit card authorization is done.

Authorization History

Click this link to display the authorization history. The page displays all authorizations and settlements processed by PeopleSoft Order Management and PeopleSoft Billing.

Note: Manual authorizations are not allowed in PeopleSoft Order Management. If you copy a sales order that was paid with a credit card, the Payment Type is copied but you need to select or enter new credit card information on this page.

When submitting credit card charges for third-party authorization and processing:

  1. Use the Load Credit Card Interface page (RUN_OM_CRCARD ) to run the Load CC Interface process to load credit card information from the Ord_Header record into the INTFC_CRCARD staging table. (Navigation: Order Management, Quotes and Orders, Create Credit Card Trans, Load Credit Card Interface.)

    Use this process to initiate the background authorization process and to move denied online credit card transactions to the Pending Credit Card Transactions so they can be reauthorized.

    This process loads credit card information from the ORD_HEADER table and address information from the CUST_ADDRESS table into the INTFC_CRCARD, the main staging table for the credit card authorization interface program to the third-party credit card authorization and payment application.

  2. Use the Credit Card Processing page (RUN_OM_CRCARD ) to run the CC Processing process to pull credit card information from the INTFC_CRCARD staging table and call the Process Credit Card Invoices process. (Navigation: Order Management, Quotes and Orders, Create Credit Card Trans, Request Credit Card Process.)

    The Credit Card Processing process takes the credit card information from the INTFC_CRCARD staging table and calls the Process Credit Card process. It also removes the hold that was applied when the order was created, assuming you have set up the PeopleSoft Order Management Business Unit to do that.

    If reauthorization of stale transactions is enabled on the OM installation record, then a corresponding check box appears on the Credit Card Processing page. You should schedule this process to run at least once per day with this check box selected on the run control.

    Note: The Enable Authorization Reversals for Decrements option needs to be selected in the Installation Options for authorization reversals for decrements. The batch process will handle the reversals if necessary.

    If purging of security codes is enabled on the installation record (indicated by a value greater than zero), then a Purge Security Codes check box appears on the Credit Card Processing page. The user should schedule this process to run at least once per day with All Business Units selected.

Use the Credit Status page (OM_INTFC_CRCARD2 ) to review or change credit card address information, review the results of any processing calls made to the third-party credit card authorization and payment application for a transaction, change the authorization status to resubmit the transaction, change the payment terms from the credit card to the default terms for this customer, or cancel the order.

Field or Control

Definition

Unprocessed/Retry

Sets the authorization status to Unproc/Ret. You can reauthorize the same credit card or enter a different credit card number. The CC Processing process picks up the transaction the next time you run the process and resubmits the credit card amount for batch authorization. If using online authorization, you can click the Authorize Credit Card link to reauthorize the failed transaction.

Change to Terms

Removes the transaction from credit card processing. You can change the payment method from credit card to payment terms. Once you change the order to payment terms, the system checks the credit limit and Receivables balance before the order is released.

Cancel Order

The credit card amount for the order will not be reauthorized. The order must be canceled on the Order Entry Form page.

Use the Pending Credit Card Transactions page (OM_INTFC_CRCARD1) to review the status of pending or failed credit card transactions or to navigate to additional pages to correct or reset credit card transactions.

You can also reauthorize credit card transactions that were denied during sales order entry if using online authorizations.

Use this page to:

  • Reauthorize credit card transactions if using online authorization.

  • Review failed credit card transactions.

    If the credit card authorization fails, the Process Credit Card Invoices process updates the CRCARD_HST table, and the entry remains in the INTFC_CRCARD staging table.

    Note: Only errors found during a transmission are written to the history table. If the Process Credit Card Invoices process detects a data error before transmission, no processing transmission is attempted for this transaction and no log is created in the history table. Errors returned by a third-party credit card authorization and payment application are indicated by ICS in the return message. Failed credit card transaction messages that do not contain the ICS identifier indicate that the record was not transmitted because the system found data errors before transmission.

  • Review the authorization codes.

Transactions Tab

Field or Control

Definition

Actions

Select from these available options: Change to Terms, Manual Charge, No Action, or Re-process.

Auth Status (authorization status)

Display the Authorization Status.

Order Number

Click the order numbers to display the Review Order Summary.

Process All Pending Actions

Click the button to initiate the order management credit card background process.

Note: The Process All Pending Actions button saves the worksheet values and submits all worksheet rows except those with a Pending Action of None to the background process for authorization, cancellation, or a change to the terms payment method.

Edit

Click the Edit button on the worksheet to display a single page showing all three tabs in the Review Pending Transactions page as three group boxes.

Card Information Tab

Field or Control

Definition

Card Type

Displays the credit card type.

Expiration Month

Displays the credit card month of expiry.

Expiration Year

Displays the credit card year of expiry.

Contact Information Tab and Messages Tab

Field or Control

Definition

Telephone

Displays the telephone number.

Email

Displays the email ID.