DMS Navision Extension

Credit Card Processor.

Yury Rest

You can make new orders and use credit card payments directly from Navision Dynamics.Open new sales order…

Select correct location code for this order and do not forget to specify default merchant type, id and account for each location you are going to use credit card payments at.

Then as usually select Sell-to customer, Bill-to customer and enter item(s) to sell, quantity, etc.

Then select payment method for this order.

When you will validate payment method and it will be the same as one in any merchant card selected the system will bring a credit card window.

In this window you can enter credit card details.

First of all select credit card type. Then enter credit card number.

System has some validation procedures for cards so you can get one of the following messages.

Luhn test is a procedure name, which all the cards must pass.

Card issue date must be filled in and be in the past.

Card expiry date must be filled in as well and be in the future.

When you have done this you should press OK button to continue. If you press escape or cancel button entered information will be lost.

When you press OK the system will ask you to proceed with details and if confirm this credit card details will be encrypted.

At the time of encryption the system will create credit card payment journal line, which you can see from the sales order.

Credit card journal line contains all the information needed to pay through the internet.If you lookup c/card no. field the system will bring you credit card list for current bill-to customer.

In the list you can open credit card window.

The system will leave only two first and four last digits opened.

If you press Ctrl+F8 you can see encrypted details that will be used at the time of payment.

When you are ready to post sales orders go to the list and select records for batch posting. Then run batch posting procedure.

Confirm the question to post orders.

Enter appropriate options for batch posting.

At the time of posting of each order the system launch the program, which takes encrypted information and sends it to SSL secured web site.Then it gets the response from credit cards processing company and parses it putting result into the database.

After batch posting the system runs report, which creates cash receipt journal for specific merchant id, journal template and bank account. You can either see payments with result or create journal lines.

You can also check the result from sales invoice.

Select Invoice, Credit card payments…

You can see authorization code, response code, etc.

More details by pressing Ctrl+F8.

Then you can check cash receipt journal by selecting batch name where you created lines.

Run a test report for journal to be sure it is balanced etc.

Try to post a journal if it is ok.

At the time of posting of cash receipt journal the system updates credit card ledger entry putting customer ledger entry number and it also applies invoice to customer payment.

On a broadband connection it takes about 5-10 seconds to process credit card payment.The same procedure for immediate payments is available from Customer Ledger Entry form.

Thank you.