Sage 100

 View Only

  • 1.  Credit Card Deletion

    Posted 01-21-2019 10:22
    Customer wants to change their method of Credit Card capture method from Pre/Post-Authorization to Sale/Deposit and capture the money right away. They are asking what Sage100 will do in the case when an order is deleted, or quantity is increased/decreased or anything that would change the original amount authorized. Does Sage adjust and reauthorize or is it a manual process? I tried looking on the KB and also waiting for a call back from Paya but thought I'd ask here in case someone already knows. TIA

    ------------------------------
    Kenny Daniel
    TechnoClarity, Inc.

    ------------------------------


  • 2.  RE: Credit Card Deletion

    Posted 01-21-2019 11:28
    I believe if the order is deleted, it will give a warning that a credit card has been processed on the order. If the amount increases, I believe it will have to be processed again. If it decreases, I'm not sure what it will do?

    ------------------------------
    Therese Logeais
    President
    Technology Integrators
    Minneapolis MN
    ------------------------------



  • 3.  RE: Credit Card Deletion

    Posted 01-21-2019 12:51
    I think your best best is to just perform some test transactions because it seems there's a number of different things that may (and/or need to) occur.  For example:
    • If you increase the Lines of a sales order with an already-processed deposit, the order will just save/close upon clicking Accept on the Lines tab - of which it appears the balance will then by default hit the cc upon invoicing.  However, if you click Accept on the Payment tab, it'll likely process the difference as a pre-auth.  If you'd like to process the difference as an addt'l deposit, it seems like you would click Clear on the Payment tab to void the already-processed deposit, and then re-process the deposit for the correct amt.  
    • If you decrease the Lines, it likely won't let you proceed because the deposit amount will then be too high, of which it would seem you'd have to first click 'Clear' on the Payment tab.
    • And yes, upon deleting an order with a cc trans on it, it should prompt you to void it, or continue, etc. 


    ------------------------------
    - Brett
    ------------------------------

    Original Message


  • 4.  RE: Credit Card Deletion

    Posted 01-21-2019 13:17
    Sage has this KB which seems to at least partly address the question.

    I think there's a pay balance option which might cover increases in the invoice total after <g class="gr_ gr_149 gr-alert gr_gramm gr_hide gr_inline_cards gr_run_anim Style multiReplace replaceWithoutSep replaceWithoutSep" id="149" data-gr-id="149">authorization / deposit</g>.

    https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=31627&sliceId=1&isLoadPublishedVer=&docType=kc&docTypeID=DT_Article&stateId=24902&cmd=displayKC&dialogID=1061336&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true

    ------------------------------
    Wayne Schulz
    Consultant
    Schulz Consulting
    Glastonbury CT
    860-516-8990
    http://www.s-consult.com
    ------------------------------



Related Content