Sage 100

Sales Order Invoice Import - if the customer is set to a ""credit card"" payment type and then their credit card declines during the invoice import, the invoice just fails and unless the client is paying close attention to the import logs, they miss the fact that the order was not imported. Their customer calls a week later wondering where the order is and chaos ensues. Has anyone figured out a way around this? Do you just have everything come in as check and then go through and change the orders to credit card and authorize them then? Is there any way to have VI bring the order in anyway if the authorization fails? Thanks!

This skirts around your question but what I would do is create Perform Logic that on Job Completion records the job log failures to a flat file. Then emails the file either via the Paperless email function (Sy_EmailEngine) or K-Sync can pick it up. This way customer or at least a CSR is notified the card was declined. You might remember I did this Perform for you guys awhile back. Also as of last week, the Bellflower Belle in your office knows how to do it also. You also have a resource in the Forever Detroit guy @MarcosDeLuna as well. The other way which also skirts the procedural approach you're looking for is create a Perform to change the Payment Type on the Invoice to say Check when one of the Payment fields indicates card was declined. Same as your idea but on-the-fly.

Thanks, Alnoor @AlnoorCassim. It might be possible to do Perform logic to change the Payment Type. I lot of it will depend on when it actually does the Pre-auth process during the import. If it does it as it attempts to write out the record, then it may be too late to change the type to Check. If it does it before the write function, then it could work. I would have to do some testing with your import to know for sure.

Thanks guys! I will see how critical this is for the client and follow back up!