Set up credit card authorizations [AX 2012]

Updated: November 19, 2012

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

Use this procedure to prepare to authorize credit cards that are submitted for the payment of sales orders. When a credit card payment is authorized, the credit card holder's name, billing address, credit card number, and available credit are verified. The customer's available credit is also reduced by the amount of the sales order. When the order is ready for invoicing and payment, the credit card charge is processed and the customer's credit card is billed.

You can set up credit card authorizations to be completed by the Payment Services for Microsoft Dynamics ERP payment service or by other payment services for which integrations are available.

NoteNote

You can use only one payment service at a time in each legal entity.

  1. Click Accounts receivable > Setup > Payment > Payment services.

  2. Click Sign up now to open the Payment Services for Microsoft Dynamics ERP website.

  3. Enter your email address and Microsoft Windows Live® ID account password. Enter additional information, as needed, to set up an account for Payment Services for Microsoft Dynamics ERP. When you have finished, close the browser.

  4. In the Payment services form, verify that your organization’s name is displayed in the Name field.

  5. Click the button next to the Service account ID field, select a payment account, and then click OK.

  6. Select the Test mode check box to test the authorization process. Transactions that are sent to the payment service will be treated as test transactions, instead of business transactions.

  7. Optional: To validate billing address information when credit cards are authorized, select the Address verification check box and then select the amount of detail to verify.

  8. Optional: For added security, you can select the Prompt for card verification value check box. A three- or four-digit card verification value, also named a security code, is required for authorization. This card verification value is not stored in Microsoft Dynamics AX.

  9. Click Credit card types and set up information for each type of credit card that you accept. For more information, see Credit card types (form).

  10. Close the Credit card types form.

  11. In the Payment services form, select the Default processor for new credit cards check box, and then close the form.

  12. Test the credit card authorization process. For more information, see Process an authorization for a sales order.

  13. When you are satisfied that the authorization process works correctly, open the Payment services form and clear the Test mode check box.

You can change the Payment Services for Microsoft Dynamics ERP account online, if you have to.

  1. Click Accounts receivable > Setup > Payment > Payment services.

  2. Click the Manage account button to open the Payment Services website.

  3. Make changes, as needed, and then close the browser.

  4. Close the Payment services form.


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

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