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 Overview

Use the following procedure to set up a customer's corporate/commercial credit card to enable level 3 credit card processing. Level 3 processing is applicable only for transactions entered in Sales Order Entry and S/O Invoice Data Entry, and only if the selected payment type is Payment.

Set Up a Payment Type

You must have a payment type that is set up to allow level 3 credit card processing. You can either modify an existing credit card payment type or create a new one. However, if a customer has a credit card already on file that you plan to use for level 3 processing, you must either update the payment type that is already associated with the card or re-create the credit card record and associate it with a new payment type in  Customer Maintenance.

1. Select Accounts Receivable Setup menu > Payment Type Maintenance.

2. In the Payment Type field, enter the payment type for the credit card. For more information, see Payment Type Maintenance - Fields.

3. If  this is a new payment type, in the Payment Method field, select Credit Card.

4. In the Default Transaction field, select Payment. This is the only transaction type that can be used for level 3 processing, and selecting it as the default type ensures the best workflow when processing sales orders and invoices.

Note To ensure that credit card transactions are not accidentally submitted in Sales Order Entry and S/O Invoice Data Entry, consider selecting the Default Transactions to Process in Batch check box in Company Maintenance.

5. Select the Allow Corporate Cards check box.

6. Select the Include Level 3 Data check box.

7. Enter any other information for the payment type, and then click Accept.

The payment type is now set up to allow level 3 processing.

Set Up the Customer's Record

Follow these steps to ensure that you have the best workflow when processing sales orders and invoices.

If you are creating a new credit card record

1. Select Accounts Receivable Main menu > Customer Maintenance.

2. Enter the customer number and click the Additional tab. For more information, see Customer Maintenance - Fields.

3. Click Credit Cards/ACH to open Customer Credit Card and ACH Payment Maintenance.

4. Enter a credit card payment ID.

5. If you entered an existing payment ID, verify that the payment type is one that you set up to allow level 3 processing.

6. If you are entering a payment ID, follow these steps:

5. Enter a payment type that is set up for level 3 processing.

6. Click Add New to open the Sage Exchange window.

7. Enter the card number and expiration date, and then click Submit.

5. In the Corporate ID/PO field, enter the corporate ID or purchase order number assigned to the user of the card.

6. Enter any other information as needed, and then click Accept to return to Customer Maintenance.

7. In the Payment ID field, select the credit card that is set up for level 3 processing.

8. In the Dflt Pymt Type field, select Credit Card.

9. Click Accept.

The customer record is now set up to include level 3 information when a credit card payment is processed in Sales Order Entry and S/O Invoice Data Entry.