54 Add Authorization

Overview: Use the Add Authorization window to authorize a card.

How to display: Select the Add Authorization option for a payment method in the Payment Information Panel of the Order Summary page, or from the Add Payment step in Contact Center Order entry.

The Add Authorization option is not available if:

•  The order is already locked by another user, the system, or another session.

•  You do not have authority to the Enter/Maintain Orders (OEOM) menu option in the Classic View of Order Administration. You can define menu option authority for a user ID in the Work with Users (WUSR) menu option; you can define menu option authority for a user class in the Work with User Classes (WUCL) menu option.

• The payment method is a cash or check.

• The payment method is deactivated.

• The order is a store pickup order or is from Order Orchestration (delivery or retail pickup (including ship-for-pickup)), based on the Broker Delivery Type.

For more information:

• Add Authorization Options for step-by-step instructions on the actions you can perform on the Add Authorization window.
• Fields on Add Authorization for a description of the fields on the Add Authorization page.

Add Authorization Options

Purpose: You can add authorization details for a credit card or gift/stored value card on the Add Authorization window:

1. Enter an Authorization Amount (Manual Authorization Amount).

2. Enter an Authorization Date.

3. Enter an Authorization Number.

4. Optionally, enter the Authorization Request ID. If the authorization service, such as CyberSource, requires the request ID and it is not entered, the subsequent authorization will fail.

   Note:

   The authorization is not displayed on the Payment Method Details window until the order goes through billing.

5. Select OK. The system validates your entries. An error message displays if the Expiration Date for the order payment method has passed. In this case, you will need to update the Expiration Date before applying the authorization.

6.  If the entries pass validation, the system displays a message indicating the payment was updated.

In exception cases where there is no base payment integration, a retailer may configure a dummy pay type to work around an issue or give an appeasement to a customer. Any credit/stored value card pay type where it is not associated to an authorization or deposit service for payment processing, can use a dummy value. The dummy card without an authorization service is stored in the card_token field. If there is no authorization service, authorization is not required and the order can be picked and shipped without authorization. 

For more information:

• Add Authorization for an overview of the Add Authorization window.
• Fields on Add Authorization for a description of the fields on the Add Authorization window.

Fields on Add Authorization

Purpose: The following information is on the Add Payment window.

• Payment Method: The last four digits of the credit card number displays after the payment method description in parenthesis. For example: VISA (1234). This is the CC Last 4 from the Order Payment Method table.

• Authorization Amount (Manual Authorization Amount)

• Authorization Date

• Authorization Number

• Authorization Request ID

For more information:

• Add Authorization for an overview of the Add Authorization window.
• Add Authorization Options for step-by-step instructions on the actions you can perform on the Add Authorization window.