Card setup (form) [AX 2012]

Updated: September 7, 2012

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

Click Retail > Common > Retail channels > Retail stores. Select a store. Then, on the Setup tab, on the Action Pane, in the Setup group, click Payment methods. Select a payment method for which the default function is Card, and then click Card setup.

Use this form to set up the store's card payment methods. Card payment methods include credit cards and debit cards.

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

Tab

Description

General

Specify how the card payment method is processed in the store.

Posting

Specify how card fees are posted for card payment methods.

Button

Description

Info codes

Set up reason codes that are used to capture data at the point of sale when a cashier performs various actions. These actions include an item sale, an item return, and the selection of a customer.

Field

Description

Card ID

Assign an ID to the type of card that you are setting up.

Card type name

Enter a descriptive name for the card.

Allow manual approval codes

Select the check box to allow cashiers to type approval codes.

Check modulus

Select the check box to check the modulus check digit.

Check expiration date

Select the check box to require that cashiers enter card expiration dates.

ImportantImportant

Credit cards and debit cards can be processed only if the Check expiration date check box is selected.

Process locally

Select the check box to indicate that your company is using an internal loyalty transaction service.

Allow manual card numbers

Select the check box to allow cashiers to type card numbers.

Broker ID

The identifier of the broker for the card, such as Visa or MasterCard. This value can be printed on the receipt.

Account type

The type of account to which the payment method is posted. The account type that is selected, Ledger account or Bank account, determines which accounts can be selected in the Account number field.

Account number

Select either the ledger account number or the bank account, depending on the option that is selected in the Account type field. This account is updated when the statement is posted in Microsoft Dynamics AX for Retail Headquarters.

Name

The name of the account that is selected in the Account number field.

Card fee percent

The percentage of sales that the card provider charges. This amount is sometimes referred to as the merchant fee.

Card inquiry fee

The fee that is charged for balance inquiries.

Card fee maximum

The maximum card fee that can be charged.

Card fee minimum

The minimum card fee that can be charged.

Card fee account

The general ledger account to which the amount of the card fee is posted.

Account name

The name of the account that is selected in the Card fee account field.

Card fee offset account

The general ledger account to which the offset for the card fee is posted.

Account name

The name of the account that is selected in the Card fee offset account field.

Difference account

The general ledger account to which the difference between the counted amount and transaction amount on the statement line is posted.

Account name

The name of the account that is selected in the Difference account field.

Maximum normal difference

The maximum difference amount for an amount that is posted to the difference account.

Big difference account

The general ledger account to which the difference between the counted amount and transaction amount on the statement line is posted. This account is updated only if the difference is more than the difference amount that is entered in the Maximum normal difference field.

Account name

The name of the account that is selected in the Big difference account field.

Counting required

Select the check box to require that the tender be counted. If the check box is cleared, when a statement is calculated in the Counted field by using the value of the Transaction amount field, Retail Headquarters automatically enters the value of the Transaction amount field on the statement line.


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

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