Ebook Credit Card Advantage 7.0 User Guide
Nodus CREDIT CARD ADVANTAGE* allows users to enter electronic transactions directly into their Dynamics / eEnterprise sales module and have those payments VERIFIED VIA THE WEB without leaving the Dynamics / eEnterprise sales entry window. CREDIT CARD ADVANTAGE integrates with each of the main sale modules. Electronic transactions can be processed individually in real-time mode or saved to a batch for efficient bulk processing.
CREDIT CARD ADVANTAGE allows for the use of multiple merchant identifiers within the same company, interfaced with multiple processor and payment gateways. With its web-based design processing transactions is fast, secure, and reliable. CREDIT CARD ADVANTAGE has a long list of features which are detailed in this User’s Guide.
In addition to the built-in features above, CREDIT CARD ADVANTAGE has been designed to easily integrate with other accounting systems: POS systems, CRM systems and other custom integration. A Software Developer Kit is available for developers to build integrations from their clients system to CREDIT CARD ADVANTAGE. Developers: please contact Nodus for further details and a copy of the CREDIT CARD ADVANTAGE SDK.
Contents
TABLE OF CONTENTS
PREFACE
Introduction
Product Features
Terms Used in this Guide
How it All Works
PART I: INSTALLATION AND UPGRADE
New Installation
Checking Requirements
Running the CCA*.exe
To execute the CCA*.exe:
Including New Code
To include new code:
Attaching the Registration Window
To attach the Registration form:
Running Installation Routines
To run installation routines:
Entering Product Registration Key
To enter Product Registration Key:
Entering Connector Registration Keys
To enter Connector Registration keys:
Upgrade Instructions
Running the CCA*.exe
To execute the CCA*.exe:
PART II: GENERAL ETRANSACTION INFORMATION
Transaction Types
sale
Book
Ship
Credit
Force
Force – Local
Void
Settlement
PART III: CREDIT CARD ADVANTAGE WINDOWS
Credit Card Advantage Setup Window
Generic Setup ID
Inside of Great Plains Generic Setup ID
Through Connection Manager Generic Setup ID
Advanced Setup ID
Company Default Setup Window
To create a Default Company Setup:
User CC Advantage Security Setup Window
To setup a User Security for CREDIT CARD ADVANTAGE:
CC Advantage Book Duration Window
To setup a Book Duration for a credit card:
Shortcut Keys Setup
To setup Shortcut Keys:
eTransaction Entry Window
Opening the eTransaction Entry Window
Creating a Great Plains Sales Document
To create a Great Plains Sales Document:
Fields in the eTransaction window
Processing Electronic Transactions
To Process an Electronic Transaction:
Handling Approved Transactions
Handling Denied Transactions
Dealing with Receipts
CC Advantage Batch Verification Window
Creating Batch Transactions
To create a Great Plains sales document:
To create Batch Mode Transactions:
To Process Credit Card Transactions - Batch Mode:
Deleting a Credit Card Batch
To Delete a Credit Card Transaction Batch:
Handling Approved Batches
Handling Denied Batches
To resubmit denied batch mode transactions:
Dealing with Reports
Batch Transactions
To open the Batch Transactions window:
To view more detailed information:
To make changes to transaction information:
Deleting a Credit Card Transaction from a Batch
To Delete a Credit Card Transaction Batch:
CCA Auto Batch
Setup to use Auto Batch
Creating Batch Mode Transactions with Auto Batch
To use Auto Batch feature:
Authorized Transactions Window
CREDIT CARD ADVANTAGE 7.0 USER GUIDE
Shipping Booked Transactions
To ship from Authorized Transaction:
Voiding Booked Transactions
To void from Authorized Transaction:
CC Advantage Denied Transactions
To Correct Denied Batch Transactions:
CC Advantage Customer Inquiry
General Viewing for CC Advantage Customer Inquiry
To View the CC ADVANTAGE Customer Inquiry window:
Dealing with Reports
To Print the Credit Card Transactions Report and Historical Transactions
Report:
Card Transaction Reports
To Generate Credit Card Transaction Reports:
End of Day Procedure
To Preview Credit Card Activity before Settlement:
To Print Historical Settlement Reports:
To Print Daily Transactions Reports:
CCA Expired Book Batches
Manually Extend
To Manually Extend Expired Book Transactions:
Renew Book Duration
To renew an expired book batch:
Delete Book Transaction
To Delete an expired book batch:
Handling Renewed Book Transactions
Handling Denied Transactions
CCA Expired Book Transactions window
To drill down on an expired book batch:
Remove History
To Run Remove CCA History:
Auto Reconciliation
To obtain an import file for Auto Reconciliation:
To import a file for Auto Reconciliation:
To reconcile a file:
Expired Customer Cards
To update customer with expired cards:
Credit Card Setup Window
To create or update a new credit card:
Default Card Setup
To enter default card information directly in Great Plains:
PART IV: ADVANCED FEATURES
Fail on Address Mismatch
CREDIT CARD ADVANTAGE 7.0 USER GUIDE
To Activate Fail on AVS:
Fail on ZIP Mismatch
To Activate Fail on AVS:
Entering More than One Credit Card for a Single Document
To enter multiple credit card payments for a single transaction:
Multicurrency Transaction Processing
Automatically Renew Expired Book Transactions
To Setup Auto Renew Expired Book:
Multiple Booking
To Set Up Multiple Booking:
To Run Multiple Booking:
Partial Shipping
To Set Up Partial Shipping:
To Run Partial Shipping:
Telephone Authorizations
Deleting and Voiding Dynamics/eEnterprise Sales Transactions
PART V: TASK SCHEDULER
Setup
Set Auto Batch Creation Time
Set Batch Processing Time
End of Day Scheduler Setup
APPENDIX A: TROUBLESHOOTING
PPENDIX B: FILES/TABLES CREATED BY CREDIT CARD ADVANTAGE
Data Files
In the Dynamics or System database:
In each Company database:
Other Files Installed Directory
APPENDIX C: CYBERSOURCE GATEWAY
CyberSource Gateway
Generating CyberSource Certificates
To Generate Certificates for CyberSource:
Testing
To Test CREDIT CARD ADVANTAGE with CyberSource:
Reconciling CyberSource with CREDIT CARD ADVANTAGE
To Run CyberSource Daily Activity Reports:
Transaction Type Names
APPENDIX D: PAYMENTECH GATEWAY
Paymentech Gateway
CREDIT CARD ADVANTAGE 7.0 USER GUIDE
To Test CREDIT CARD ADVANTAGE with Paymentech:
Reconciling Paymentech with CREDIT CARD ADVANTAGE
To Run Paymentech Reports:
APPENDIX E: VERISIGN GATEWAY
Testing
To Test CREDIT CARD ADVANTAGE with VeriSign:
Reconciling VeriSign with CREDIT CARD ADVANTAGE
To Run VeriSign Daily Activity Reports:
Transaction Type Names
APPENDIX F: TECHNICAL SUPPORT
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