Payment services (form) [AX 2012]

Updated: March 26, 2014

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

Click Accounts receivable > Setup > Payment > Payment services.

Use this form to set up information for payment services for credit cards that are submitted for the payment of sales orders. When a credit card is authorized, the customer's available credit balance is reduced by the amount of the sales order. When the sales order is invoiced, the credit card is billed for the amount of the invoice.

The following tables provide descriptions for the controls in this form.

Button or link

Description

Credit card types

Open the Credit card types form, where you can specify payment journals, currencies, and the amount of transaction data to send to each supported credit card type.

Sign up now

Open the Payment Services for Microsoft Dynamics ERP website to sign up for the service.

Manage account

Open the Payment Services website to manage your account.

Service account ID 

Open the Select a payment account form, where you can select a payment service account to use.

Read the Microsoft Dynamics AX 2012 Privacy Statement online

View the Microsoft Dynamics AX privacy statement.

Field

Description

Payment service

The payment services that are available for setting up authorizations and captures for credit card payments.

Active

If this check box is selected, a Payment Services for Microsoft Dynamics ERP account is selected. You can activate only one payment service for each legal entity in Microsoft Dynamics AX.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Default processor for new credit cards

Select this check box to indicate that the payment service is the default payment service for processing new credit card payments.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Field

Description

Payment connector

Select Dynamics Payment Connector to enter merchant account settings for the payment service.

Test mode

Select this check box when you are setting up the Payment Services accounts. When this check box is selected, any transactions that are sent to Payment Services are considered test transactions, instead of business transactions, and do not affect the credit card holder's credit limit or balance.

When you finish setting up the accounts, clear this check box. Any transactions that are sent to Payment Services will be considered actual sales, and will be processed.

Name

The name of the organization that is linked through the payment services registration process.

To change the name that is displayed for the account, click Manage account and enter information online.

Service account ID

The account identifier for Payment Services for Microsoft Dynamics ERP that is used for processing credit cards.

To select a different account, click the button.

Address verification

Select this check box to verify address information that is sent to Payment Services for Microsoft Dynamics ERP. Address information is sent regardless of this setting, but it is verified only if the check box is selected.

Void transaction when no results are available

Select this check box to void the transaction if address verification information is not available.

Address verification status required to accept transactions

Select how much information is required in order to accept the transaction.

  • Always accept transaction – Accept the transaction, regardless of address verification results.

  • Account holder – Compare the card holder’s name on the transaction with the credit card company’s information.

  • Billing address – Compare the card holder’s name and billing address for the transaction with the credit card company’s information.

  • Billing postal code – Compare the card holder’s name, billing address, and postal code for the transaction with the credit card company’s information.

Prompt for card verification value

Select this check box to display a form where users can enter the card verification value when a credit card transaction is entered. For American Express, this is a four-digit value. For Discover, MasterCard, and Visa, this is a three-digit value.

Allow blank card verification value

Select this check box to let users close the card verification value form without entering a code. If the Prompt for card verification value check box is selected and this check box is not selected, the card verification value is required.


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

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