Authorize at Order Entry (Auto) - When a credit card order is placed, the operator enters the credit card information during order entry. The operator is only able to get to the credit card fields when the order terms are set to a credit card payment term. The operator enters the credit card number, the expiration date (in MOYY format), and the security code from the card, The operator should also enter (select), the appropriate credit card contact. The contact identifies the individual card holder when the name on the credit card is not the same as the name of the company being processed). The credit card information is used to get an authorization for the amount of the order when the order is saved. The authorization code is stored in the order header. A CCTRAN record is created for the authorization and this record will contain the Authorization Transaction ID for the authorization which is used when the order is invoiced to capture the sale. The CCTRAN record is linked to the sales order.
The authorization code is carried from the sales order to the invoice. It is the responsibility of the site to handle all issued related to partial shipments, multi-location shipments and edits.
When an order is saved the system assigns inventory to the order based on availability and on the shipment schedule date. If this is outside of the picking window (how far in advance you want inventory tied up) then the goods are not allocated. A nightly process then allocates the goods as the schedule date approaches.
Based on policy setting, for an order with CC payment terms, the system does the following when the order is saved.
First, the system determines the amount to authorize. This is the value of the order scheduled to ship with in the timeframe set by the policy: PLWINDOW.
Authorizations can take into consideration shipping charges and add an amount to the order based on a percentage of the order value or a fixed amount for freight. If it is a fixed freight order this amount is used. This is controlled by the policies:
CCAPFRTA: Amount to add to authorization.
CCPFRTA: Percentage - to add to authorization.
If policy SOECCAUT = AUTO (A &R Mode) the system connects to the gateway to request authorization for the amount calculated above. If the authorization fails the system prompts the operator to continue, and if so it places the order on "1" hold and saves it. If the authorization is successful the system then voids the authorization and saves the order with the code "AUTOAUTH" in the authorization field.
If policy SOECCAUT is set to AUTHONCE (Normal Mode) the system connects to the gateway to request authorization of funds for the amount calculated above. If the authorization fails the system prompts the operator to continue, and if so places the order on "1" hold and saves it.
In either of the above cases a CCTRAN record is written to record the authorization/attempt.
If policy SOECCAUT is set to MAUAL (Manual Mode) the system just places the order on "1" hold when the order is saved.