Sage 100

Sage 100 Advanced 2018.3 - this customer was recently purchased by another company. They want to copy their data to a new company code. One thing that I haven't had to do before is moving the payments merchant account from one company code to another. In this case, the prior company code ABC was connected for processing cards. They copy this data to XYZ and now want XYZ to be the connection for credit card processing. I believe they are using Paya. I get this message: Your Sage Exchange Vault-Only account is not set up to process credit card payments. To process payments, you must enter a virtual terminal ID and merchant key associated with a processing account.... Then it offers to let me enter that info with a caution that after entering the info credit card info will be transferred. I'm a little reluctant to make the swap unless I know that I won't screw something up by doing so.

Wayne, probably best to contact Paya. There is also an encryption key associated with each account that you should be aware of as well. I'm not claiming I know will happen or what you should, just suggesting you should err on the side of caution and have Paya (or Sage support) tell you what needs to be done.

You would enter the Virtual and Merchant ID numbers from their vault as it is in source company code /Payment Type Maintenance. When Sage brings in their data it will create a new Encryption GUID for the credit card in the AR_CustomerCreditCard table being setup for the new company code. This will allow them to do credit card processing from both companies. If they choose to turn off Credit Cards in company A once company B has been created with all its credit cards in its new vault it will NOT break company B.

And of course backup backup before creating the new company code. :) but you already know that