Microsoft 8 manual

User Documentation Last Update: September 24, 2005 AssureBuy Payment Processing for Microsoft Business Solutions Great Plains Release 8.0 Distributed By: AssureBuy 1340 Remington Roa d – Suite E Schaumbur g, I llinois 60173 Phone: 847-843-7 400 Fax: 847-843-7676 URL: www.assurebuy.com[...]

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IMPORTANT NOTICE The information contained in th is publication is provided as a courtesy to AssureBuy clients, partners, employees and sub-contractors. Certain information contained herein is confidential and may be considered proprietary. As a result, plea se obtain the written cons ent of AssureBuy, Inc. prior to using or reprodu cing any of its[...]

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Contents Introduction to AssureBuy 7 Overview ................................................................................................................................... 7 Data Valid ation............................................................................................................ 8 Shipping Calc ulation .....................[...]

Step 6 ......................................................................................................................... 37 Step 7 ......................................................................................................................... 37 Uninstall ............................................................................[...]

Introduction to AssureBuy Overview AssureBuy offers a reliable , scalable and secure met hod of outsourcing the mission critical back office payment pr ocessing infrast ructu re without the technical issues and histo ri cally high cost associated with an in-house developed solution. Additionally, use of the AssureB uy infrastructure affords the sel[...]

the request and securely send s it to AssureBuy for p rocessing. Processing center firewall security controls access to the Assu reBuy processin g services. Once inside the pro cessing center, the seller’s reque st is authenticated, the request is validated and the appropriate servi ces are performed. The response is then pa ckaged and returned t[...]

validity of all processing codes, and th e relationship of the data elements contained within the reque st. Certain d ata element s are required in order to complete a transaction request and othe rs a re required based on the values contained in related elements. In all cases, the validity of the request is verified; in the event an invalid data e[...]

along with a seller identified tax jurisdiction and adds that amount into the total amount for the current transaction. For simple mail order type busi ne sses, the AssureBu y payment gateway allows sellers to establish tax rates which apply only to the shipping location of the order. For all applicable seller jurisdictions, a simple tax rate is en[...]

The system accepts transaction s ident ified as check, money order, COD, cash, ACH, p urc hase order, inv oice, gift certificate and giveaways. The system can also be set up to automat ically transfer el ectronic check and ACH payments to a seller’s bank fo r processing. Unlike many other paymen t proce ssing services, AssureBuy rig or o usly sca[...]

specific requirements. Data contai ning sensitive information, such as credit card or bank account numbers, is encry pted using standard pu blic/private key encryptio n technology. Although the AssureBuy payment gateway can be easily integrated into any existing environment, interfaces to ex isting environme nts and a pplications may be available. [...]

freed from the burden of writing comple x error processing scripts t o validate buyer information entered throu gh the web bro wser. Systems and Technology AssureBuy houses its transaction an d payment processing sy stem in a state- of-the-art, ultra-secure Exodus data ce nter containing the most advanced, fault-tolerant Internet technology av aila[...]

The acquiring bank that provides the me rchant account will act as a clearinghouse for the credit card p ayme nts. Each day, the acquiring bank transmits instructions to the issuing ba nks telling them to remove funds from the buyer’s credit card account and transfer the money back to the acq uiring bank. Once the issuing ba nk ha s transferred t[...]

Connection: High speed frame relay In order for AssureBuy to set up the payment gateway to work with a VisaNet merchant account, the merchant acco unt provider will need to provide the following information to AssureBuy. These details are necessary so AssureBuy and the acquiring bank will be able to iden tify the merchant for each transaction. Ty p[...]

Nashville Platform If the seller’s merchant bank is set up to process on the Nashville platform, the seller’s bank will need to kno w the followin g information about the AssureBuy payment gateway. Product Name IntegriCharge (g/w) Product ID 819806 Vendor Name PaylinX Vendor ID 198 If the seller’s merchant account is not set up with the above[...]

actual validation of the transaction dat a and are grou ped into various levels. The watch codes identify each of the fraud filters for maintenance and for displaying the results of the fraud tests on the transact ion. Each watch code that is triggered for a tr ansaction will be displayed on the transaction record. The final piece of the fraud syst[...]

Levels of Service The AssureBuy fraud prevention syste m is o ffered i n three levels of service. The basic level of serv ic e includes five common t e sts, checki ng for things such as duplicate transa cti ons or rest rict ed email ad dresses. The advanced level of service offers more sophisticat ed testing that checks for mat chin g values across[...]

Watch Codes Description Basic Advanced Custom VC Suspect Vowel Count X X VO Missing Vowels X X WD Restricted Words X X XB Too Many Orders From Same Billing Address X X XC Too Many Orders From Same C redit Card Number X X XR Too Many Orders From Same IP Range X X AU Failed Authentify ™ Confirmation X AV Bad Response from AVS System X DL High Risk [...]

Watch Code Filter Description FL The first name and last name fields con t ain the same information. This usually indicates that a custo m er h as either typed or copied garbage informati on into the transaction fields. ID The domain for the specified e-mail add ress is invali d or cannot be identified as a valid Internet domain. NC No capital lett[...]

List Watch Codes List watch codes require a list of data that is com pared to all incoming transaction data. If any of the tr ansaction data contains an entry on the restricted data lists, then the tran sact ion will fail the fraud filter and the appropriate watch codes will be applied t o the transaction. Some of the watch lists, such as restricte[...]

Code Owner Fraud Test Description FM System The buyer's email add ress contai ns the domain of a free Web-based email provider. Free e-mail accou nts are often used to place fraudulent on-line transactions. WD System One or m any of the transaction fields contains a word or phrase from the rest ricted words wat ch list. Combined Watch Codes Th[...]

XP The buyer has placed multiple transactions from the same IP address in a given period of time. Enter a buyer’s IP address to allow their transaction to proces s. XR XR is similar to the function ality of the XP watch code above, except that this test looks for too many transactions placed from a specified IP address range instead of a single I[...]

letters. The seller can decide that the transactions that fail this watch code can be allowed to process. However, if a transa ction were placed using a credit card on the bad credi t card d atabase, the seller would typicall y want this transaction to be automatically de clined. The wa tch action on the watch code for the bad card datab ase would [...]

Payment Gateway Overview The AssureBuy payment gateway requires certain inf ormation to complete the processing of each tran saction. This required data will automatically be sent to the payment gateway by the AssureBuy Payment Processing application. The AssureBuy Payment Processing application will also receive the data that is returned from the [...]

Great Plains Card Typ e AssureBuy Payment Type AssureBuy Code User-defined American Express AM User-defined Bravo Card BR User-defined Carte Blanche CB User-defined Diners Club DC User-defined Discover DI User-defined EuroCard EC User-defined JCB Card JC User-defined MasterCard MC User-defined Visa VI Transaction Types Each of the credit card trans[...]

Transaction Type Description Manual Sale A manual sale or a force transaction allows a transaction to be entered after an authorization has been obtained from a voice authorization process. A voice authorization is provided when calling a processing center in response to a de cline transaction where the cardholde r’s bank replied with a message i[...]

Transaction Result The transaction re sult field contains t he result of the payment processing. The possible transactio n re sults are listed below. Code Status Description Corresponding AssureBuy Code 1 Unprocessed A status of “1”, or unprocessed indicates that payment has not been processed. blank 2 Approved A status of “2”, or approved,[...]

CALL CENT ER The CALL CENTER code is a decline— so the AssureBuy payment gateway treats the transaction as though it is declined; however, if a transaction receives a Call Center code, it indicates that the bank would like you to call the voice authorization center. Sometimes, the charge just needs addi tional verification before the card comp an[...]

RE-ENTER The RE-ENT ER code indicat es that the credit card transaction could not be completed. The seller should cancel the p a yment, as the syste m con siders this an error and does not automatically decline the payment. Address Verification Service The Address Verification Service (AVS) is provided to a seller through the cardholder’s bank. T[...]

CVV2 Response Codes The CVV2 Response codes will vary greatly depen ding on the card type and the credit card issuer. The table below lists the valid respon se cod es for Visa and MasterCard as of the printing of this manual. Code Description M Match N No match P Not Processed S Should be on card but was not provided (Visa o nly) U Issuer not certi[...]

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Installation and Setup Overview The AssureBuy Payment Processing application allows Mi crosoft Business Solutions users to process credit ca rd pa yments in re al-time or batch mode over any TCP/IP connection. The produc t offers a seamless integ r ation to existing Sales Order Processing, In voicing and Receivables Ma na gement modules and include[...]

Installation Before beginning the installation of the Assu reBuy P ayment Processing application, we highly recommend clo sing all win dows pro grams currently running. Your Great Plains application should not be running, as it will cause the installation to fail. Closing any virus protection software is also suggested to avoid any conflicts with t[...]

Figure 5: Installation Step 2 Step 3 The third step of the installation involv es determining the destinatio n location of the AssureBuy Payment Processing fi les. The se files must be installed in the same directory as the current Great Plains Dynamics/eE nterp rise installation. If the installation pr ogram does not find the location of the Dynam[...]

Step 4 The fourth step is simply a verification window. Select the Next button to continue with the install or the Ca ncel bu tton to cancel the installation. The Back button can be used if any of the pr evious installat ion information needs to be changed before continuing with the installation. Figure 7: Installation Step 4 Step 5 The fifth step [...]

Step 6 The final step is to exit the installati on program by selecting the Finish button at the bottom of the window. The R eadMe file will automatically open once the installation program is closed. The Rea dMe file contain s instru ction s for setting up a test system and other im port ant information. By deselecting the check box next to View R[...]

Uninstall Warning Only attempt to uninstall this application if you are familiar with the Great Plains Dynamics/eEnterp rise operat ing environment. Otherwise, contact your System Administrator for assistance. Instructions To uninstall the application manually, perform the following step s. 1) Locate the directory under which t he Dy namics/eEnte r[...]

Setting up AssureBuy Inside Great Plains Once a seller has established an accoun t with Assu reBuy and has received and installed the AssureBuy Payment Processing a pplication, the seller can then set up the AssureBuy Payment Processi ng application inside the Great Plains software. Each company setup is allowed to have its own uniqu e AssureBuy se[...]

Figure 13: AssureBuy Processing Setup The top two fields of the setup window are uneditable fields that ide ntify the company within the Great Plains softwar e. Each company within the Great Plains Dynamics/eEnterprise system c an have its own setup opti ons within the AssureBuy Payment Processing applic ation and can use either the same or a diffe[...]

Field Name Description User ID The User ID field contains the AssureBuy- assigned 5 digit user ID for the seller. Please contact AssureBuy Support for the UserID. The correct User ID must be entered or the gateway will return an error on every transaction. Password The password field contai ns the u ser-assigned password determined durin g the setu[...]

Field Name Description Mode The mode field indicates which operation mode of the payment gateway will be used. The two modes of operation are Productio n and Test. Production mode is used when the seller is ready to start charging customer’ s credit card s. All transactions are then sent on to the ca rdholder’s bank. Testing mode allows the sel[...]

The next section of fields lists the sy stem setti ng s for the Assu reB uy/Great Plains payment processing interface. Some of these system options will affect the way certain situati ons are handled with the system. Field Name Description Default Address ID The Default Address ID field contains th e default customer address type to be used as the [...]

Field Name Description Process Holds For the transacti on processing, the seller must chose a sales process hold value to be used when the payment processing end s with the specified result. The values entered for these must exist in the process holds master table. Declines Choose the sales process hold that sh ould be attached to the transaction w[...]

Field Name Description Allow Save to Batch Processing By selecting this check bo x, the system will allow both real-time and batch processing of p ayment transactions. If batch processing is allo wed, the user will be able to save the transaction without sending the transaction to the AssureBuy payment gateway for immediate processing. Batched tran[...]

Field Name Description Add Process Hold on Non-Approved Authorizations A credit card payment record is not adde d to the system for a document until after a transaction is authorized or approved. When this option is enabled, a process hold wi ll be placed on the document when a credit card payment is attempted and does not receive an authorization [...]

Navigation Arrow Keys There are Arrow Keys available in the User ID Box. It is possible to set up many User ID’s. Examples of this might be the use of specific Accounts for View ‘N Pay or different Accounts based on Currency. Please note that only one Account may be used for View ‘N Pay for each Currency and a different Credit Card must be se[...]

System: 3/4/2002 9:06:21 AM The World Online, Inc. Page: 1 User Date: 3/4/2002 ASSUREBUY PROCESSING SETTINGS REPORT User ID: Lessonuser1 Company Name: The World Online, Inc. Company ID: TWO AssureBuy User ID: 82001 Primary URL: gateway.assurebuy.com Gateway Version: 4.2 Secondary URL: gateway2.assurebuy.com Processing Mode: Production Port: 443 Tes[...]

Figure 15: Sales Process Holds Setup AssureBuy Credit Card Setup The Great Plains system normally allows credit card ty pes to be se t up on the Credit Card Setup window, avail able by sele cting Credit Cards on the Company Setup palette. Because these credit card types are u se r-defined, the AssureBuy Payment Processing syst em needs a way to ass[...]

Figure 16: AssureBuy Credit Card Setup Field Name Description Card Name The Card Name field is for credit card name as it is described in the Great Plains databa se. The value entered here should match one of the ca rd types already established using the Gre at Plains Credit Card Setup window. The lookup icon may be used to select an existing credi[...]

Field Name Description Authorization Expiration The Authorization expirati on de signates how many days an authorization is still considered good by the bank for the specified credit card type. The standard number of days i s usually 7 day s but it can vary by card type. This field will be important in the cases where a cre dit card is authorized b[...]

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AssureBuy Functionality Introduction The AssureBuy Payment Processing module is a sin gle-ven do r solution providing both enhanced credit ca rd p rocessing capabilities an d pa yment gateway services to Great Plains Dynam ics/eEnterprise use r s. From within the Great Plains software, users are able to create credit card transactions associated wi[...]

Authorization An authorization tran saction conta cts the cardholder’s bank to verify that the cardholder has en ough funds available to cover the transaction. An authorization will not transfer money from the cardholder’s acco unt until a Capture transaction is performed. The numb er of days an authorization remains valid is determin ed by the[...]

Source Document Type A U T H C A P T U R E S A L E R E F U N D M A N U A L V O I D Sales Order Processing Quote Sales Order Processing Order z Sales Order Processing Invoice z z Sales Order Processing Return z Sales Order Proc es sing Back Order z Invoicing Invoice z Invoicing Return z Receivables Management Sales/Invoices z Receivables Management [...]

Module Window Receivables Management Transaction Entry Cash Receipts Entry Shown below is an example of how the payment proces sing window can be accessed from the Sales Payment Entry window. See “ AssureBuy Payment Processing ” on page 61 for more inform ation about entering transactions. Figure 18: AssureBuy Extras Menu From Sales Payment Ent[...]

Figure 19: Authorization Tran saction Step 3 - Transaction Processing Transactions are p ro cessed either by selecting the Process button on the AssureBuy Payment Processing window, or by perfo rming the AssureBuy Batch Transaction Processing option from either the Sales Batches or Invoice Batches window. In orde r for a Great Plains workstation to[...]

Figure 20: Transaction Result Step 4 - Linked Transactions A Great Plains document may have one or more associate d AssureBuy transactions. Once a transaction ha s be en processed, additional "linke d" transactions may be added. For example, an Autho rizatio n transaction may be later followed by a Capture transacti on. These are treated [...]

Figure 21: Adding A Capture To An Authorizati on Other types of "linked" transaction s include linking a Refund to a previously entered Sale transaction, or linking a Vo id transaction to a previously entered Authorization or Sale. Declined tran sa ctions may be automatically re- processed in a similar fashi on. T he following table sh ow[...]

Source Document Typ e Transaction Typ e Approved A U T H C A P T U R E S A L E R E F U N D M A N U A L V O I D Invoicing Invoice Sale No z z Invoicing Return Refund Yes z Invoicing Return Refund No z Receivables Sales/ Invoices Sale Yes z z Receivables Sales/ Invoices Sale No z z Receivables Debit Memo Sale Yes z z Receivables Debit Memo Sale No z [...]

AssureBuy Payment Processing Window Figure 22: AssureBuy Payment Processing Window Top Row Buttons The top row buttons are the available action buttons for the payment processing screen. The bu ttons will be enabled or disabled ac cordi ng to how the seller has setup the account in the AssureB uy Processing Setup and the state of the transaction is[...]

document information for the customer and below that is the transaction processing r e sult section. Credit Card Information Figure 23: C redit Card Fiel ds from AssureBuy Paym ent Processing Field Description Transaction Type The transaction type field is a dropdown list. The available transactions types for the currently displayed transaction wil[...]

Field Description Card Number The card nu m ber field di splays the masked credit card number for the cu stomer. The lookup icon to the right of the field allows the user to view the unmasked credit card n umbe r for this customer. Security Warning! The credit card number is always displ ayed as a masked number. The lookup icon allows acce ss to th[...]

2) If the system cannot find an addr ess for the customer that matche s the default address ID, then the sy stem will use the BillTo address attached to the current document. 3) If the system cannot find a def ault address or the BillT o address for the document, then the system will ta ke the address di rectly from the current document. 4) If all [...]

Field Description IP Address The IP address fiel d is available to enter the customer’s IP address if the informatio n is available. If not, the system will use default IP address from the AssureBuy Processing Setup. Great Plains Document Information The Great Plains document information is not editable by the user. These fields are copied from t[...]

Figure 26: Transaction Fields from AssureB uy Payment Pr ocessing Field Description Bypass Processing The Bypass Proc essing checkbox allows the user to override the AssureBuy transaction processing and enter the processing results manually. This feature is only available if the “Allow Manual Entry of Approval Information” option is enabled on [...]

Field Description AVS Response The AVS response field displays the Address Verification Service’s response. Only credit card transactions will have an AVS response. For more information, please see “ Address Verification Service ” on page 30. CVV Response If the CVV2 number is sent with the credit card information then the response from the b[...]

Sales Order Processing This section describe s ho w the Assu re Buy Payment Processing application integrates with the Great Plains Sales O rder Processing modul e. There are four windows on which the Assu reBuy functionality has been added: Sales Transaction Entry, Sales Payment Entry, Sales Batches, and Order Fulfillment. The Print Sales Document[...]

automatically be applied to the document. For more information, please see “ AssureBuy Payment Processing Window ” on page 61. Transfer Button When transferring docume nts and payments from one type to another, all AssureBuy transactions attached to the originating document will be automatically reassigned to the new document numbe r. If the en[...]

Allocate or Fulfill Menu Option When the Allocate or Fulfill menu option is chose n fro m the Options menu, a window will display allowing a choi ce between sele cting allocate, fulfill or both. Once the options are selected and the OK button is selected , the AssureBuy Payment Processing applic ation will review any credit card transactions and de[...]

Warning”. This warning wi ll allow the fulfillment process to continue if the Yes button is selected and w ill abort the process if the No button is selected. The “Transaction Amount Warning ” opti on can also affect the fulfillment process without the “Authorization Re quired Before Order Fulfillment” option being enabled. The system wou[...]

Figure 29: Sales Payment Entry Window As with the Sales Transaction Entry win dow, the Extras menu option is an alternative way of launching the AssureBuy Payment Processing window. Again, the payment processing window will open with the default customer and transaction inform atio n filled in and ready for a new transactio n to be entered. When en[...]

failed. Continue?” By selecting No on the warning m essag e, the payment removal process will be abor ted. By selecting Yes on the warning message, the payment removal process will continue without reversing the authorization. Authorizations ar e reverse d so that the credit originally set aside by the authorization will be released back to the c[...]

Figure 30: Sales Batch Entry AssureBuy Transactions By selecting the AssureBuy Transactions menu o ptio n, the Assu reBuy Payment Processing wind ow will launch and display all the credit card transactions attached to all docum ents i n the currently selected batch. The transactions can be reviewed o ne at a time by using the record selectors locat[...]

batch transaction processing will check the setting called “Fulfillment Required Before Capturing Tran sactions" on the AssureBuy Proce ssing Setup window. If this function has been enabled, then the tran sact ion will only be processed if the document has been fulfilled. A pending capture transact ion will be p rocessed only after the compa[...]

AssureBuy Batch Processing Re port System: 3/4/2002 9:06:21 AM The World Online, Inc. Page: 1 User Date: 3/4/2002 ASSUREBUY BATCH PROCESSING REPORT User ID: Lessonuser 1 Sales Order Processing Batch ID: SALES01/2002 Batch Comment: Approved: Batch Transactions Attempted: 7 Batch Sales Total: $397.67 Approved By: Batch Transactions Approved: 4 Batch [...]

Report Field Description Document Number The document number field displays the document number associated with the current document. Doc Date The doc date or docum ent date field displays the date the document was created. Customer ID The customer ID field displays the customer ID associated wi th the current document. Name The name field displays[...]

Report Field Description Summary of Sales Transaction s The summary of sales transact ion section displays a summary of all credit card transaction that are approved sales. Transfer Button When transferring batch do cuments and payments from one type to another, all AssureBuy transactions attache d to the originating document will be automatically [...]

Allocate or Fulfill Menu Option When the Allocate or Fulfill menu option is chose n fro m the Options menu, a window will display allowing a choi ce between sele cting allocate, fulfill or both. Once the options are selected and the OK button is selected , the AssureBuy Payment Processing applic ation will review the credit card transactions for ea[...]

The “Transaction Amount Warning ” opti on can also affect the fulfillment process without the “Authorization Re quired Before Order Fulfillment” option being enabled. The system would, after verifying tha t credit card transactions are present on the documen t, verify whether the do cument has any remaining balance “on account” a nd the[...]

declined or processed with an error. Posting the sale s document to the general ledger with a status other than approve d would result in a document being posted without a full payment. In addition, a pending transaction processed after the document has b een posted would not be applied to the sales document. The cu stomer would have been charged b[...]

Figure 34: Transaction Entry Window In addition to entering data in the credit card amount field or sele cting the credit card details icon, the Extras menu offers an alternative way of launching the AssureBuy Payment Processing windo w. Figure 35: Transaction Entry Window If the current document does not have an y transactions attached, the system[...]

the user will be returned to the Transacti on Entry window. If the document already has transactions attached, the AssureBuy Payment Proce ssing window will launch and will display any attache d credit card transactions that already exist for the current document. These transa ctions can be reviewed by using the arrows in the lower left hand corne [...]

Figure 36: Cash Receipts Entry Window As with the Transaction Entry windo w, the Extras menu option is an alternative way of launching the AssureBuy Payment Processing window. Again, the payment processing window will open with the default customer and transaction inform atio n filled in and ready for a new transactio n to be entered. If the curren[...]

Posted Transactions On the Posted Transactions windo w, the user i s allowed to void an existing payment that has already been posted. When the AssureBuy Payment Processing application is installed, this functionality is enhance d to ensure that payments with approved credit card transa ctions are not voided without issuing an appropriate refund. F[...]

When the Receivables Bat ch Entry wi ndow is open, an Extras menu will appear with two AssureBuy menu functi ons: Assure Buy Transactions and Process AssureBuy Batch Transactions. Figure 38: Receivables Batch Entry Window AssureBuy Transactions By selecting the AssureBuy Transactions menu o ptio n, the Assu reBuy Payment Processing wind ow will lau[...]

A transaction has failed to receive an approval from the bank. Contact the customer to let them know the credit card was decli ned. A transaction was sent for proces sing but re ceived an error from the AssureBuy payment gateway. Review the “ AssureBuy Gateway Errors ” on page 101 or co ntact AssureBuy Support. For Contact information, please s[...]

Report Field Description Batch Summary Fields A group of fiel ds that su mmarize how many transactions were attempted and the results of those transa ction s including the batch dollar totals. Type This field displays the document type for Receivable Manageme nt. 7 = Payment Document Number The document number field displays the document number ass[...]

Report Field Description Number The number field displays a transaction reference numb er assigned by the AssureBuy payment gateway. Summary of Sales Transaction s The summary of sales transact ion section displays a summary of all credit card transaction that are approved sales. Delete Button When using the AssureBuy Payment Pr ocessing appl icati[...]

Figure 40: Invoice Entry Window The AssureBuy Payment Processing wi ndow will launch and display all the transactions attached to the selected inv oice document. If there are no transactions attached to the current document, then a message will be displayed and a new transaction can b e entered. Once the AssureBuy Payment Processing wind ow is disp[...]

Invoice Holds Warning: The AssureBuy system will remove any hold previously attached to a document when a credit card transact i on is processed. An invoice hold applied while to an in voice document will be affected by the A ssureBuy application when credit card transactions have been ad ded to the document. Before processing a transaction, the As[...]

Invoice Payment Entry Normally, credit card payments for invoice docum ents are entered directly on the Invoice Payment Entry window. When the AssureBuy Payment Processing application is installed, th is functionality is disabled and replaced by the AssureBuy Payment Processing wind ow. Accessing The AssureBuy Payment Processing Window The Invoice [...]

payments are attached to the document. Depending on the type of credit card transactions found, the Assu reBuy Payment Processing application may prevent the payment from being removed until a credi t card tra nsaction has been removed or reversed. The following items outline the verifications performed by AssureBuy. 1) If any unprocessed credit ca[...]

Figure 43: Invoice Batch AssureBuy Transactions By selecting the AssureBuy Transactions menu o ptio n, the Assu reBuy Payment Processing wind ow will launch and display all the credit card transactions attached to all docum ents i n the currently selected batch. The transactions can be reviewed o ne at a time by using the record selectors located a[...]

include anything from a transa ction failin g to get approval from the ban k to an error accessing the credit card network. Possible Errors Solutions A transaction has failed to receive an approval from the bank. Contact the customer to let them know the credit card was decli ned. A transaction was sent for proces sing but re ceived an error from t[...]

Report Field Description Batch Comment The Batch Comment field display s any notes that have been added to the current batch. Batch Summary Fields A group of fiel ds that su mmarize how many transactions were attempted and the results of those transa ction s including the batch dollar totals. Type The field displays document type for the current in[...]

Report Field Description Status The status field displays the status of the credit card transaction. For a complete list of all possible status codes, pleas e see “ Transaction Result ” on page 28. Approval Code The approval code field displays the approval code received from the customer’s bank at the time of processing. Number The number fi[...]

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Technical Support How To Obtain Technical Support AssureBuy maintains a staff of qualified sup port pe rsonnel to assist when you encounter problems while using the payment pro cessing gateway. These support personnel will be able to assist with p r oblem s from both the Great Plains Dynamics/eEnterp rise As sureBuy payment processing module and fr[...]

Figure 45: About AssureBuy Window In order to provide you with the best po ssible service for your insta llation, the AssureBuy support staff will need to know the entire six-digit version number displayed on the About AssureBuy window. AssureBuy Pay ment Processing Micros oft Great Plains Dy namics/eEnterpris e Technical Support • 100[...]

Appendix AssureBuy Gateway Errors Error Code Description 0174 System cu rrently unavailable. 0175 Internal com munications error. 0181 Internal gate way error. 0187 System timeo ut, try again. 5101 Missi ng or invalid HTTP Content-type. 5102 No HT TP post data received. 5110 Una ble to parse XML input data. 5111 Missi ng or invalid User ID. 5112 Mi[...]

Error Code Description 5301 Missi ng or invalid BillTo first name. 5302 Missi ng or invalid BillTo middle name. 5303 Missi ng or invalid BillTo last name. 5304 Missi ng or invalid BillTo name prefix. 5305 Missi ng or invalid BillTo company name. 5306 Missi ng or invalid BillTo address line 1. 5307 Missi ng or invalid BillTo address line 2. 5308 Mis[...]

Error Code Description 5602 Missi ng or invalid payment type. 5603 Missi ng or invalid payment card type. 5604 Missi ng or invalid payment number. 5605 Missi ng or invalid payment verification number. 5606 Missi ng or invalid payment PIN. 5607 Missi ng or invalid card present indicator. 5608 Missi ng or invalid customer present indi cator. 5609 Mis[...]

Midway Island, Samoa Subtract 11:00 hours from GMT Hawaii Subtract 10:00 hours from GMT Alaska Subtract 9:00 hours from GMT Pacific Time Subtract 8:00 hours from GMT Mountain Time Subtract 7:00 hours from GMT Central Time Subtract 6:00 hours from GMT Eastern Time Subtract 5:00 hours from GMT Atlantic Time Subtract 4:00 hours from GMT Newfoundland S[...]

ISO 3166 Standard Country Codes The following is a list of Internatio nal Standards Org anization (ISO) country codes in use by A ssu reBuy: Country Code AFGHANISTAN AF ALBANIA AL ALGERIA DZ AMERICAN SAMOA AS ANDORRA AD ANGOLA AO ANGUILLA AI ANARCTICA AQ ANTIGUA AND BARBUDA AG ARGENTINA AR ARMENIA AM ARUBA AW AUSTRALIA AU AUSTRIA AT AZERBAIJAN AZ B[...]

Country Code BULGARIA BG BURKINA FASO BF BURUNDI BI CAMBODIA KH CAMEROON CM CANADA CA CAPE VERDE CV CAYMAN ISLANDS KY CENTRAL AFRICA N REP UBLIC CF CHAD TD CHILE CL CHINA CN CHRISTMAS ISLAND CX COCOS (KEELING) ISLA NDS CC COLOMBIA CO COMOROS KM CONGO CG CONGO, THE DEMOCRA T IC REPUBLIC OF THE/ZAIRE CD COOK ISLANDS CK COSTA RICA CR COTE D’VOIRE CI[...]

Country Code ERITREA ER ESTONIA EE ETHIOPIA ET FALKLAND ISLANDS (MALVINAS) FK FAROE ISLANDS FO FIJI FJ FINLAND FI FRANCE FR FRENCH GUIANA GF FRENCH POLYNESIA PF FRENCH SOUTHERN TERRITORIES TF GABON GA GAMBIA GM GEORGIA GE GERMANY DE GHANA GH GIBRALTAR GI GREECE GR GREENLAND GL GRENADA GD GUADELOUPE GP GUAM GU GUATEMALA GT GUINEA GN GUINEA-BISSAU GW[...]

Country Code IRAN, ISLAMIC REPUBLIC OF IR IRAQ IQ IRELAND IE ISREAL IL ITALY IT JAMAICA JM JAPAN JP JORDAN JO KAZAKSTAN KZ KENYA KE KIRBIBATI KI KOREA, DEMOCRATIC PEO PLE’S REPUBLIC OF KP KOREA, REPUBLIC OF KR KUWAIT KW KYRGYZSTAN KG LAO PEOPLE’S DEMOCRATIC REPUBLIC LA LATVIA LV LEBANON LB LESOTHO LS LIBERIA LR LIBYAN ARAB JAMAHIRIYA LY LIECHTE[...]

Country Code MAURITANIA MR MAURITIUS MU MAYOTTE YT MEXICO MX MICRONESIA, FEDERATED STATES OF FM MOLDOVA, REPUBLIC OF MD MONACO MC MONGOLIA MN MONTSERRAT MS MOROCCO MA MOZAMBIQUE MZ MYANMAR MM NAMIBIA NA NAURU NR NEPAL NP NETHERLANDS NL NETHERLANDS ANTILLES AN NEW CALEDONIA NC NEW ZEALAND NZ NICARAGUA NI NIGER NE NIGERIA NG NIUE NU NORFOLK ISLAND NF[...]

Country Code PITCAIRN PN POLAND PL PORTUGAL PT PUERTO RICO PR QATAR QA REUNION RE ROMANIA RO RUSSIAN FEDERATION RU RWANDA RW SAINT HELENA SH SAINT KITTS AND NEVIS KN SAINT LUCIA LC SAINT PIERRE AND MIQUELON PM SAINT VINCENT AND THE GRENADINES VC SAMOA WS SAN MARINO SM SAO TOME PRINCIPE ST SAUDI ARABIA SA SENEGAL SN SEYCHELLES SC SIERRA LEONE SL SIN[...]

Country Code SWITZERLAND CH SYRIAN ARAB REPUBLIC SY TAIWAN TW TAJIKISTAN TJ TANZANIA TZ THAILAND TH TOGO TG TOKELAU TK TONGA TO TRINIDAD AND TOBAGO TT TUNISIA TN TURKEY TR TURKMENISTAN TM TURKS AND CAICOS ISLANDS TC TUVALU TV UGANDA UG UKRAINE UA UNITED ARAB EMIRATES AE UNITED KINGDOM GB UNITED STATES US UNITED STATES MINOR OUTLYING ISLANDS UM URUG[...]

VisaNet(Vital) – IP Frame AssureBuy Gateway Settings All terminals need to be setup to accept Paylin X software. AssureBuy is currently running Paylin X versi on 3.1.9 with a frame relay conn ection to the Vital credit card network. Merchant Information Description Characters Field Type Merchant Settings Location/City Up to 13 Alpha State 2 Alpha[...]

Card Types Accepted Please check the card types that are ava il able. Some card types may require an additional merchant account. Pleas e cons ul t the merchant account provider for additional details. Visa MasterCard EuroCard Discover American Express JCB Card Diners Club Carte Blanche BravoCard AssureBuy Pay ment Processing Micros oft Great Plain[...]

FDMS South AssureBuy Gateway Settings All terminals need to be setup to accept PaylinX software. AssureBuy is currently running PaylinX version 3.1.9 with a frame con nection to the FDMS South credit card network. AssureBuy wi ll also ne ed a Contact name and number at the seller’s merchant accou n t bank. Merchant Information Description Charact[...]

FDMS Nashville (FDC) AssureBuy Gateway Settings All terminals need to be setup to accept PaylinX software. AssureBuy is currently running PaylinX version 3.1.9 with a frame con nection to the FDMS Nashville credit card network. T he merchant accoun t must be est ablished with the following settings: Product Name is " IntegriCharge (g/w)" [...]

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Glossary of Terms ACH ACH (Automated Clearin g house) is a serv ice used by banks that allows the banks to exchange electronic payments. Acquirer The acquirer receives all credit card or bankca rd transactions from the merchant and sends the data to the issui ng banks. The acquirer is a licensed member of the Maste rCard a nd/or Visa asso ciation. [...]

Authorization An authorization is given to the merchant by the cardholders’ bank at the time of the sale. The cardholder’s ba nk, or issuing ba nk, verifies th at the cardholder has ade quate fu nds availabl e on their account and issues the merchant an authorization code. The ca rdholder’s available cre dit will then be reduced by the amount[...]

cardholder The cardholder is the person to whom t he financial institution has issued the credit card or debit card. A card holder can also be a person autho rized to use the credit card or debit card. case sensitive If the user enters a word for the passw ord without capi talizing a ny letters, then the system will expect the passwor d to always b[...]

encryption Encryption is the process o f converting readable data into unreada ble data. Only the computer that has the ke y to the encryption can convert the unreadable data back to readabl e data. expiration date The expiration date is the date the credit card or debit card b ecomes invalid. floor limit The floor limit is set by the acquiring ban[...]

secure site, all information being sent and received by the computer will be encrypted. IntegriCharge® AssureBuy's IntegriCharge ® is an outsourced solution for Internet transaction and payment processing , fulfillment, reporting and customer relationship management. Internet A computer and communications n etwork that allows all the comput [...]

navigation Navigation is the processes of moving from web p age through the use of a web brow ser. order system The order system is the part of the Web store right after the customer clicks the buy button. The order system incl udes the orde r page a s well as all the programming functionality that accept s and processes a buyer' s order for p[...]

recurring orders A recurring order is an order that will be automat ically resubmitted for payment after a specific period of time. Orders can recur d aily, wee kly, monthly, quarterly, or yearly. Refund A refund, or credit, is a transaction that returns mon ey to a credit ca rd customer. For credit card t ran sa ctions, a refund is an additional t[...]

the data to be encoded and decoded by only the users and the server. This process of encoding an d decoding the da ta prevent s any other co mputers or users from viewing the data being ex changed. swipe terminal A swipe terminal is a small machi ne with a modem that can dial into the credit card network for authorization s. The machine can read th[...]

Index A About 12–14 , 41, 45, 54, 97–98 Accessing The AssureBuy Pa yment Processing Window 66, 69, 79, 81 , 87, 90 acquiring bank 11–12, 14 Action 14–15, 1 7, 21–22, 59, 75, 86, 94, 100 Add Process Hold on Non-A p pr o ved Auth ori zations 44 Address 9, 16–21, 25 , 23 , 25 , 28 , 40 – 41 , 42 , 61 –65, 25, 28, 99 Address ID 41, 61?[...]

CVV2 8, 27–29 , 61, 65 CVV2 Response 29, 65 D Data Collection 10 Data Required 23 Data Returne d 23 , 25 Data Validation 6 database 7–8, 17, 22 , 27 , 31, 48, 59 Declined 15, 22 , 26–27, 41, 44, 46, 57, 64 –65, 73, 79, 84, 92 Declines 26–27, 41 Default Ad dress ID 41, 61–62 Default IP 41, 63 Delete 49, 59, 67, 70, 7 6, 81–82, 87–88,[...]

Posted Transactions 83 Primary UR L 40 Proc Date 75, 86, 94 Process 8, 9, 10, 11–15, 20 –22, 25, 26, 31, 32, 39, 42 – 44, 46–48, 52, 54, 59, 64–68, 7 1–72, 75, 76–78, 81–84, 86–87, 8 8, 91–92, 94–95 Process AssureBuy Batch Transactions 7 1–72, 84, 91– 92 Process Date 64 Process Holds 42, 46, 66 , 69 , 78 Process Holds Warn[...]