Set up payment card types and card numbers (Retail essentials) [AX 2012]

Updated: August 14, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up the types of cards that your organization accepts as payment, such as credit cards, debit cards, loyalty cards, and gift cards.

You set up the length and range of card numbers that are acceptable for each card type. Then, when a customer presents a card for a purchase and the payment is processed, the card number is validated against the criteria that you specified. For example, some credit cards are identified by a unique starting number, such as the number 4.

NoteNote

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

  1. Click Retail essentials > Financials > Setup > Payment methods > Card types.

  2. Click New to set up a new card.

  3. Enter the following information:

    • Card ID – A unique identifier that is displayed to the cashier at the point of sale, such as “VISA.”

    • Card type name – The descriptive name of the card, such as “VISA credit card.”

    • Card types – Select one of these card types:

      • International credit card

      • International debit card

      • Loyalty card

      • Gift card

    • Card issuer – The card-issuing authority. For example, for a loyalty card, enter the name of the store’s loyalty program. Or, for a corporate card, enter the name of the corporation.

  4. Click Card numbers.

  5. In the Card numbers form, in the Card number from field, enter a starting number, and in the Card number to field, enter an ending number.

    For example, some cards have numbers that always begin with a specific number, such as the number 4. To identify this card type in the system, enter 4 in the Card number from and Card number to fields. Any time a card is used that begins with the number 4, the system identifies the card as this specific card type.

    You can also identify a card type whose numbers always start within a range of values; for example between 4200 and 4300. In this case, enter 4200 in the Card number from field and 4300 in the Card number to field.

  6. In the Digits to identify field, enter the number of digits to use to validate the card. This number should match the number of digits that you entered in the Card number from and the Card number to fields. For example, if you entered a four-digit number in those fields, enter 4 in the Digits to identify field.

  7. To add card numbers to this card type, click New, and then repeat steps 5 and 6.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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