Microsoft Greenhouse Kit 8 Manual de usuario

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User
Documentation
Last Update:
September 24,
2005
AssureBuy Payment
Processing
for
Microsoft Business Solutions
Great Plains
Release 8.0
Distributed By:
AssureBuy
1340 Remington Road – Suite E
Schaumburg, Illinois 60173
Phone: 847-843-7400
Fax: 847-843-7676
URL:
www.assurebuy.com
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Indice de contenidos

Pagina 1 - Processing

User Documentation Last Update: September 24, 2005 AssureBuy Payment Processing for Microsoft B

Pagina 2

along with a seller identified tax jurisdiction and adds that amount into the total amount for the current transaction. For simple mail order type bu

Pagina 3 - IMPORTANT NOTICE

Figure 45: About AssureBuy Window In order to provide you with the best possible service for your installation, the AssureBuy support staff will ne

Pagina 4

Appendix AssureBuy Gateway Errors Error Code Description 0174 System currently unavailable. 0175 Internal communications error. 0181 Internal gat

Pagina 5 - Contents

Error Code Description 5301 Missing or invalid BillTo first name. 5302 Missing or invalid BillTo middle name. 5303 Missing or invalid BillTo last

Pagina 6

Error Code Description 5602 Missing or invalid payment type. 5603 Missing or invalid payment card type. 5604 Missing or invalid payment number. 5

Pagina 7 - Introduction to AssureBuy

Midway Island, Samoa Subtract 11:00 hours from GMT Hawaii Subtract 10:00 hours from GMT Alaska Subtract 9:00 hours from GMT Pacific Time Subtra

Pagina 8 - Data Validation

ISO 3166 Standard Country Codes The following is a list of International Standards Organization (ISO) country codes in use by AssureBuy: Country Code

Pagina 9 - Tax Calculation

Country Code BULGARIA BG BURKINA FASO BF BURUNDI BI CAMBODIA KH CAMEROON CM CANADA CA CAPE VERDE CV CAYMAN ISLANDS KY CENTRAL AFRICAN REPUBLIC CF

Pagina 10 - Payment Processing

Country Code ERITREA ER ESTONIA EE ETHIOPIA ET FALKLAND ISLANDS (MALVINAS) FK FAROE ISLANDS FO FIJI FJ FINLAND FI FRANCE FR FRENCH GUIANA GF FRENC

Pagina 11 - Remote Integration

Country Code IRAN, ISLAMIC REPUBLIC OF IR IRAQ IQ IRELAND IE ISREAL IL ITALY IT JAMAICA JM JAPAN JP JORDAN JO KAZAKSTAN KZ KENYA KE KIRBIBATI KI KOR

Pagina 12 - Data Collection

Country Code MAURITANIA MR MAURITIUS MU MAYOTTE YT MEXICO MX MICRONESIA, FEDERATED STATES OF FM MOLDOVA, REPUBLIC OF MD MONACO MC MONGOLIA MN MONTS

Pagina 13 - AssureBuy Setup

The system accepts transactions identified as check, money order, COD, cash, ACH, purchase order, invoice, gift certificate and giveaways. The syste

Pagina 14 - Credit Card Network Setup

Country Code PITCAIRN PN POLAND PL PORTUGAL PT PUERTO RICO PR QATAR QA REUNION RE ROMANIA RO RUSSIAN FEDERATION RU RWANDA RW SAINT HELENA SH SAINT

Pagina 15 - First Data (FDMS)

Country Code SWITZERLAND CH SYRIAN ARAB REPUBLIC SY TAIWAN TW TAJIKISTAN TJ TANZANIA TZ THAILAND TH TOGO TG TOKELAU TK TONGA TO TRINIDAD AND TOBAGO

Pagina 16 - Fraud System Setup

VisaNet(Vital) – IP Frame AssureBuy Gateway Settings All terminals need to be setup to accept PaylinX software. AssureBuy is currently running Payli

Pagina 17

Card Types Accepted Please check the card types that are available. Some card types may require an additional merchant account. Please consult the

Pagina 18 - Levels of Service

FDMS South AssureBuy Gateway Settings All terminals need to be setup to accept PaylinX software. AssureBuy is currently running PaylinX version 3.1.

Pagina 19 - Watch Codes

FDMS Nashville (FDC) AssureBuy Gateway Settings All terminals need to be setup to accept PaylinX software. AssureBuy is currently running PaylinX ve

Pagina 21 - List Watch Codes

Glossary of Terms ACH ACH (Automated Clearinghouse) is a service used by banks that allows the banks to exchange electronic payments. Acquirer The a

Pagina 22 - Override Watch Codes

Authorization An authorization is given to the merchant by the cardholders’ bank at the time of the sale. The cardholder’s bank, or issuing bank, ve

Pagina 23 - Watch Actions

cardholder The cardholder is the person to whom the financial institution has issued the credit card or debit card. A cardholder can also be a perso

Pagina 24

specific requirements. Data containing sensitive information, such as credit card or bank account numbers, is encrypted using standard public/privat

Pagina 25 - Payment Gateway

encryption Encryption is the process of converting readable data into unreadable data. Only the computer that has the key to the encryption can conv

Pagina 26 - Transaction Types

secure site, all information being sent and received by the computer will be encrypted. IntegriCharge® AssureBuy's IntegriCharge® is an outsourc

Pagina 27 - Data Returned

navigation Navigation is the processes of moving from web page through the use of a web browser. order system The order system is the part of the Web

Pagina 28 - Authorization Errors

recurring orders A recurring order is an order that will be automatically resubmitted for payment after a specific period of time. Orders can recur

Pagina 29

the data to be encoded and decoded by only the users and the server. This process of encoding and decoding the data prevents any other computers or

Pagina 30 - Address Verification Service

Index A About 12–14, 41, 45, 54, 97–98 Accessing The AssureBuy Payment Processing Window 66, 69, 79, 81, 87, 90 acquiring bank 11–12, 14 Action 14–15

Pagina 31 - Settlements

CVV2 8, 27–29, 61, 65 CVV2 Response 29, 65 D Data Collection 10 Data Required 23 Data Returned 23, 25 Data Validation 6 database 7–8, 17, 22, 27, 31,

Pagina 32

Posted Transactions 83 Primary URL 40 Proc Date 75, 86, 94 Process 8, 9, 10, 11–15, 20–22, 25, 26, 31, 32, 39, 42–44, 46–48, 52, 54, 59, 64–68, 71–72

Pagina 33 - Installation and Setup

freed from the burden of writing complex error processing scripts to validate buyer information entered through the web browser. Systems and Technolo

Pagina 34 - Installation

The acquiring bank that provides the merchant account will act as a clearinghouse for the credit card payments. Each day, the acquiring bank transmi

Pagina 35

Connection: High speed frame relay In order for AssureBuy to set up the payment gateway to work with a VisaNet merchant account, the merchant accoun

Pagina 36

Nashville Platform If the seller’s merchant bank is set up to process on the Nashville platform, the seller’s bank will need to know the following in

Pagina 37 - Uninstall

actual validation of the transaction data and are grouped into various levels. The watch codes identify each of the fraud filters for maintenance an

Pagina 38 - Instructions

Levels of Service The AssureBuy fraud prevention system is offered in three levels of service. The basic level of service includes five common tests

Pagina 39 - AssureBuy Processing Setup

Watch Codes Description Basic Advanced Custom VC Suspect Vowel Count X X VO Missing Vowels X X WD Restricted Words X X XB Too Many Orde

Pagina 41

Watch Code Filter Description FL The first name and last name fields contain the same information. This usually indicates that a customer has either

Pagina 42

List Watch Codes List watch codes require a list of data that is compared to all incoming transaction data. If any of the transaction data contains

Pagina 43

Code Owner Fraud Test Description FM System The buyer's email address contains the domain of a free Web-based email provider. Free e-mail a

Pagina 44

XP The buyer has placed multiple transactions from the same IP address in a given period of time. Enter a buyer’s IP address to allow their transact

Pagina 45

letters. The seller can decide that the transactions that fail this watch code can be allowed to process. However, if a transaction were placed usi

Pagina 46

Payment Gateway Overview The AssureBuy payment gateway requires certain information to complete the processing of each transaction. This required da

Pagina 47 - Navigation

Great Plains Card Type AssureBuy Payment Type AssureBuy Code User-defined American Express AM User-defined Bravo Card BR User-defined Carte Blanch

Pagina 48 - Packing Slips

Transaction Type Description Manual Sale A manual sale or a force transaction allows a transaction to be entered after an authorization has been ob

Pagina 49 - AssureBuy Credit Card Setup

Transaction Result The transaction result field contains the result of the payment processing. The possible transaction results are listed below. Co

Pagina 50

CALL CENTER The CALL CENTER code is a decline—so the AssureBuy payment gateway treats the transaction as though it is declined; however, if a transac

Pagina 51

IMPORTANT NOTICE The information contained in this publication is provided as a courtesy to AssureBuy clients, partners, employees and sub-contracto

Pagina 52

RE-ENTER The RE-ENTER code indicates that the credit card transaction could not be completed. The seller should cancel the payment, as the system co

Pagina 53 - AssureBuy Functionality

CVV2 Response Codes The CVV2 Response codes will vary greatly depending on the card type and the credit card issuer. The table below lists the valid

Pagina 55 - Transaction Life Cycle

Installation and Setup Overview The AssureBuy Payment Processing application allows Microsoft Business Solutions users to process credit card payment

Pagina 56

Installation Before beginning the installation of the AssureBuy Payment Processing application, we highly recommend closing all windows programs curr

Pagina 57

Figure 5: Installation Step 2 Step 3 The third step of the installation involves determining the destination location of the AssureBuy Payment Proc

Pagina 58 - Step 4 - Linked Transactions

Step 4 The fourth step is simply a verification window. Select the Next button to continue with the install or the Cancel button to cancel the instal

Pagina 59

Step 6 The final step is to exit the installation program by selecting the Finish button at the bottom of the window. The ReadMe file will automatic

Pagina 60

Uninstall Warning Only attempt to uninstall this application if you are familiar with the Great Plains Dynamics/eEnterprise operating environment. O

Pagina 61 - Top Row Buttons

Setting up AssureBuy Inside Great Plains Once a seller has established an account with AssureBuy and has received and installed the AssureBuy Payment

Pagina 63 - Customer Information

Figure 13: AssureBuy Processing Setup The top two fields of the setup window are uneditable fields that identify the company within the Great Plain

Pagina 64

Field Name Description User ID The User ID field contains the AssureBuy-assigned 5 digit user ID for the seller. Please contact AssureBuy Support

Pagina 65

Field Name Description Mode The mode field indicates which operation mode of the payment gateway will be used. The two modes of operation are Prod

Pagina 66

The next section of fields lists the system settings for the AssureBuy/Great Plains payment processing interface. Some of these system options will

Pagina 67 - Bottom Navigation Bar

Field Name Description Process Holds For the transaction processing, the seller must chose a sales process hold value to be used when the payment p

Pagina 68 - Sales Order Processing

Field Name Description Allow Save to Batch Processing By selecting this check box, the system will allow both real-time and batch processing of paym

Pagina 69 - Delete And Void Buttons

Field Name Description Add Process Hold on Non-Approved Authorizations A credit card payment record is not added to the system for a document until

Pagina 70

Navigation Arrow Keys There are Arrow Keys available in the User ID Box. It is possible to set up many User ID’s. Examples of this might be the us

Pagina 71 - Sales Payment Entry

System: 3/4/2002 9:06:21 AM The World Online, Inc. Page: 1 User Date: 3/4/2002

Pagina 72 - Remove Button

Figure 15: Sales Process Holds Setup AssureBuy Credit Card Setup The Great Plains system normally allows credit card types to be set up on the Cred

Pagina 73 - Sales Batches

Contents Introduction to AssureBuy 7 Overview ...

Pagina 74 - AssureBuy Transactions

Figure 16: AssureBuy Credit Card Setup Field Name Description Card Name The Card Name field is for credit card name as it is described in the Gre

Pagina 75

Field Name Description Authorization Expiration The Authorization expiration designates how many days an authorization is still considered good by t

Pagina 77

AssureBuy Functionality Introduction The AssureBuy Payment Processing module is a single-vendor solution providing both enhanced credit card processi

Pagina 78 - Delete Button

Authorization An authorization transaction contacts the cardholder’s bank to verify that the cardholder has enough funds available to cover the tran

Pagina 79

Source Document Type AUTH CAPTURE SALE REFUND MANUALVOIDSales Order Processing Quote Sales Order Processing Order z Sales Order Pr

Pagina 80 - Process Holds Warning

Module Window Receivables Management Transaction Entry Cash Receipts Entry Shown below is an example of how the payment processing window can be acc

Pagina 81 - Receivables Management

Figure 19: Authorization Transaction Step 3 - Transaction Processing Transactions are processed either by selecting the Process button on the Assur

Pagina 82

Figure 20: Transaction Result Step 4 - Linked Transactions A Great Plains document may have one or more associated AssureBuy transactions. Once a

Pagina 83 - Cash Receipts Entry

Figure 21: Adding A Capture To An Authorization Other types of "linked" transactions include linking a Refund to a previously entered Sal

Pagina 84

Step 6...37 Step 7...

Pagina 85 - Receivables Batches

Source Document Type Transaction Type Approved AUTH CAPTURE SALE REFUNDMANUALVOIDInvoicing Invoice Sale No z z Invoicing Return Refund Yes

Pagina 86

AssureBuy Payment Processing Window Figure 22: AssureBuy Payment Processing Window Top Row Buttons The top row buttons are the available action but

Pagina 87

document information for the customer and below that is the transaction processing result section. Credit Card Information Figure 23: Credit Card Fi

Pagina 88

Field Description Card Number The card number field displays the masked credit card number for the customer. The lookup icon to the right of the fi

Pagina 89 - Invoices

2) If the system cannot find an address for the customer that matches the default address ID, then the system will use the BillTo address attached t

Pagina 90

Field Description IP Address The IP address field is available to enter the customer’s IP address if the information is available. If not, the syst

Pagina 91 - Invoice Holds

Figure 26: Transaction Fields from AssureBuy Payment Processing Field Description Bypass Processing The Bypass Processing checkbox allows the user

Pagina 92 - Invoice Payment Entry

Field Description AVS Response The AVS response field displays the Address Verification Service’s response. Only credit card transactions will have

Pagina 93 - Invoicing Batches

Sales Order Processing This section describes how the AssureBuy Payment Processing application integrates with the Great Plains Sales Order Processin

Pagina 94

automatically be applied to the document. For more information, please see “AssureBuy Payment Processing Window” on page 61. Transfer Button When tr

Pagina 95

Introduction to AssureBuy Overview AssureBuy offers a reliable, scalable and secure method of outsourcing the mission critical back office payment pr

Pagina 96

Allocate or Fulfill Menu Option When the Allocate or Fulfill menu option is chosen from the Options menu, a window will display allowing a choice bet

Pagina 97

Warning”. This warning will allow the fulfillment process to continue if the Yes button is selected and will abort the process if the No button is s

Pagina 98

Figure 29: Sales Payment Entry Window As with the Sales Transaction Entry window, the Extras menu option is an alternative way of launching the Ass

Pagina 99 - Technical Support

failed. Continue?” By selecting No on the warning message, the payment removal process will be aborted. By selecting Yes on the warning message, t

Pagina 100

Figure 30: Sales Batch Entry AssureBuy Transactions By selecting the AssureBuy Transactions menu option, the AssureBuy Payment Processing window wi

Pagina 101 - Appendix

batch transaction processing will check the setting called “Fulfillment Required Before Capturing Transactions" on the AssureBuy Processing Setu

Pagina 102

AssureBuy Batch Processing Report System: 3/4/2002 9:06:21 AM The World Online, Inc. Page:

Pagina 103 - Time Zone Chart

Report Field Description Document Number The document number field displays the document number associated with the current document. Doc Date The

Pagina 104

Report Field Description Summary of Sales Transactions The summary of sales transaction section displays a summary of all credit card transaction th

Pagina 105

Allocate or Fulfill Menu Option When the Allocate or Fulfill menu option is chosen from the Options menu, a window will display allowing a choice bet

Pagina 106

the request and securely sends it to AssureBuy for processing. Processing center firewall security controls access to the AssureBuy processing servi

Pagina 107

The “Transaction Amount Warning” option can also affect the fulfillment process without the “Authorization Required Before Order Fulfillment” option

Pagina 108

declined or processed with an error. Posting the sales document to the general ledger with a status other than approved would result in a document b

Pagina 109

Figure 34: Transaction Entry Window In addition to entering data in the credit card amount field or selecting the credit card details icon, the Ext

Pagina 110

the user will be returned to the Transaction Entry window. If the document already has transactions attached, the AssureBuy Payment Processing windo

Pagina 111

Figure 36: Cash Receipts Entry Window As with the Transaction Entry window, the Extras menu option is an alternative way of launching the AssureBuy

Pagina 112 - VisaNet(Vital) – IP Frame

Posted Transactions On the Posted Transactions window, the user is allowed to void an existing payment that has already been posted. When the Assure

Pagina 113 - Card Types Accepted

When the Receivables Batch Entry window is open, an Extras menu will appear with two AssureBuy menu functions: AssureBuy Transactions and Process As

Pagina 114 - FDMS South

A transaction has failed to receive an approval from the bank. Contact the customer to let them know the credit card was declined. A transaction was

Pagina 115 - FDMS Nashville (FDC)

Report Field Description Batch Summary Fields A group of fields that summarize how many transactions were attempted and the results of those transa

Pagina 116

Report Field Description Number The number field displays a transaction reference number assigned by the AssureBuy payment gateway. Summary of Sale

Pagina 117 - Glossary of Terms

validity of all processing codes, and the relationship of the data elements contained within the request. Certain data elements are required in orde

Pagina 118

Figure 40: Invoice Entry Window The AssureBuy Payment Processing window will launch and display all the transactions attached to the selected invoi

Pagina 119

Invoice Holds Warning: The AssureBuy system will remove any hold previously attached to a document when a credit card transaction is processed. An

Pagina 120

Invoice Payment Entry Normally, credit card payments for invoice documents are entered directly on the Invoice Payment Entry window. When the Assure

Pagina 121

payments are attached to the document. Depending on the type of credit card transactions found, the AssureBuy Payment Processing application may pre

Pagina 122

Figure 43: Invoice Batch AssureBuy Transactions By selecting the AssureBuy Transactions menu option, the AssureBuy Payment Processing window will l

Pagina 123

include anything from a transaction failing to get approval from the bank to an error accessing the credit card network. Possible Errors Solutions A

Pagina 124 - Unprocessed

Report Field Description Batch Comment The Batch Comment field displays any notes that have been added to the current batch. Batch Summary Fields

Pagina 125

Report Field Description Status The status field displays the status of the credit card transaction. For a complete list of all possible status co

Pagina 127

Technical Support How To Obtain Technical Support AssureBuy maintains a staff of qualified support personnel to assist when you encounter problems wh

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