Provide payment services information

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Provide information about the Payment Services for Microsoft Dynamics ERP account that you use to process credit cards and debit cards in Microsoft Dynamics AX 2009.

Important

This task appears in the Preprocessing upgrade checklist if you have installed the upgradeAX50.xpo file and enabled the credit card configuration key. However, the information requested by the Enter payment services information form is needed only if you are using Payment Services for Microsoft Dynamics ERP on Microsoft Dynamics AX 2009. If you are not using Payment Services for Microsoft Dynamics ERP, you can immediately click Set to ready for upgrade on the form to mark the task complete.

If you are using Payment Services for Microsoft Dynamics ERP, the information you need to complete the form must be obtained from the Payment Services for Microsoft Dynamics ERP section of your Dynamics Online account.

If you are upgrading to Microsoft Dynamics AX 2012 R2 or AX 2012 R3, you must identify a data partition when performing this task. If you have configured multiple partitions, the procedure must be repeated for each partition. For more information about data partitions and upgrade, see Configure partitions.

  1. In the Partition key field, select a partition for preprocessing.

  2. In the Enter payment services information form, select a company account in the list. If no companies are displayed in the form, click Set to ready for upgrade to complete this task.

  3. In the Service account ID field, enter the service account ID that you obtained as described above.

  4. In the Public key field, enter your public key.

  5. In the Private key field, enter your private key.

  6. In the Password field, enter your password.

  7. Repeat steps 1 through 5 for each company account in the list.

  8. After you finish entering the information for each company account, click Set to ready for upgrade to complete this step and close the form.