Add New Credit Card and Make it the Primary

Assume you need to add a credit card for your Computer Service and Rentals customer and make it the primary card.

Note

• You add a credit card to the account in the Accounts Receivable work area.

• You can set the card as the primary card when you add it.

• At run time, Order Management selects and displays the primary card, by default. It also makes the other cards that you add in the Accounts Receivable work area available on the sales order.

Summary of the Setup

1. Enable tokenization.

2. Add the credit card.

3. Test your setup.

Enable Tokenization

1. Make sure you have the privileges that you need to manage security. For example, it_security_manager.

2. Go to the Setup and Maintenance work area, then go to the task.

   • Offering: Financials

   • Functional Area: Payments

   • Task: Manage System Security Options

3. On the Manage System Security Options page, click Edit Tokenization Payment System.

4. In the Edit Tokenization Payment System dialog, select the value, then click Save and Close.

   Attribute	Value
   Tokenization Payment System	CyberSource

5. In the Credit Card Data area, click Tokenize.

   Make sure all credit cards are tokenized. If they aren't, the Tokenize button isn't active and you can't use it.

6. Notice the process ID in the dialog. For this example, assume its 470870.

7. On the Encryption and Tokenization of Payment Instrument Sensitive Data page, verify that process 470870 succeeds.

   If you don't do this set up, you might encounter an error.

   You must enable credit card tokenization before creating a new customer credit card.

   The error will display when you attempt to add a credit card to the account in the Accounts Receivable work area, or when you attempt to add it to a sales order in the Order Management work area.

   For details, see Use Credit Card Tokens to Improve Security.

Add the Credit Card

1. Make sure you have the privileges that you need to manage Accounts Receivable.

2. Go to the Accounts Receivable work area.

3. On the Accounts Receivable page, click Tasks > Manage Customers.

4. On the Manage Customers page, search for the value.

   Attribute	Value
   Organization Name	Computer Service and Rentals

5. In the search results, click the link in the Account Number column.

   Attribute	Value
   Account Number	1006

6. On the Edit Account page, in the Payment Instruments area, in the Credit Cards list, click Create a Credit Card. Its the icon that looks like a page.

Test Your Setup

1. Make sure you have the privileges that you need to manage sales orders.

2. Go to the Order Management work area and create a sales order.

   Attribute	Value
   Customer	Computer Service and Rentals
   Business Unit	Vision Operations
   Bill-to Account	1006 Notice that this is the same value you clicked on the Manage Customers page.

3. Click Billing and Payment Details.

4. On the Billing and Payment Details tab, set the value.

   Attribute	Value
   Payment Method	Credit Card

5. In the Payment Details area, verify that the attribute value defaults to the primary card.

   Attribute	Value
   Credit Card	XXXXXXXXXXXX1111