This blog post may be updated as we get more common questions we get around processing credit cards in AX 2012.
1. How to include Estimated Freight Charges in the pre-authorization of the credit card.
In the Accounts Receivables Parameters | Credit Card there is an option where you specify the Estimated freight charge. This setting determines the amount of the additional charge that will be added to the credit card authorization. In many cases, you may not know the actual freight charges that will be calculated when an order is
invoiced, so the estimate ensures that the credit card is authorized for a sufficient amount to cover the freight. Estimated freight charges can be calculated as percentages or as fixed charges:
• Percent adds a percentage of the order amount before tax, up to the maximum amount, to the authorization.
• Fixed adds the Value setting to the authorization.
In order for these estimated freight charges to be included you will need to ensure that the Freight Charges Terms has been set correctly for the Term of Delivery. If you go to Sales and Marketing | Setup | Distribution | Terms of Delivery and go to the delivery term you are using and set the option you want to use for the “Freight
charge terms”. There are several options available and they are below:
•N/A – The customer is not charged for freight.
•N/A – third party/collect – The customer is not charged for freight on the invoice. A third-party account number is required for collect shipments, and both a third-party account and third-party address are required for third-party billing.
•Core – The customer is charged only for basic freight charges from the shipping carrier software.
•Ancillary and handling – The customer is charged only for additional charges from the shipping carrier software that are indicated as ancillary or handling.
•Core, ancillary, and handling – The customer is charged for all charges from the shipping carrier software.
With that being said you will need to ensure that you use one of the last three options in the list above for the estimated freight to be included in the authorization.
2. Processing Credit Cards and get the error “The active payment service does not support currency xxx.”
The key issue with this message is that we need to ensure that the proper currency has been setup. For example, if you are a Canadian Subsidiary you will need to ensure that you setup the CAD Currency in the following locations:
1. The currency on the Ledger Account or your Bank Account for your Method of Payment for your Credit Card will need to be set to CAD.
2. The currency on the Customer Card will need to be set to CAD.
3. Each of your credit card types currencies in Payment Services setup within AX need to be set to CAD.
With that being said, you will also need to be sure that the Payment Provider you have signed up with also supports the use of this currency.
3. How to process a return order when then the method of payment was a credit card on the Sales Order.
The relationship between a sales order and the credit card return needs to be a 1:1 relationship as the credit card information is on the header of the order and not stored on the lines. Since this is the case in order to return the product you will need to use a Credit Note. This means going to the sales order form (not return order form), and entering a negative line by using the credit note functionality on the header (Sell | Create | Credit note) or the line (Sales order line |New | Credit note ). Confirm and save as usual and then go directly to invoice without the packing slip.
4. How to setup Address Verification
The option of “Address Verification” has been enabled in the Payment Services located in Accounts Receivable | Setup | Payment | Payment Services but no verification is taking place. In order for address verification to work properly we need to set the Data Support levels to either 2 or 3 in the credit card types. The level controls how much information about a transaction is transferred to the payment service. Based on upon the level, below is what sent:
Level 1 – Transaction date, transaction amount, and description
Level 2 – Level 1 information, plus shipping and merchant addresses, and tax information
Level 3 – Level 2 information, plus order line information
Once this has been setup you will need to decide what “Address verification status is required to accept the transactions”. We have several options here and they are as follows:
- Always accept Transaction
- Account Holder
- Billing Address
- Billing Postal Code
Please keep in mind that if you pick something further down the list, it will require more verification. For example, lets say you set this parameter to Billing Address, the system will check the Account Holder and the Billing Address during the authorization and invoicing of the sales order. If you select, Billing Postal Code, it will check the Account Holder, Billing Address and Billing Postal Code.
In addition, all of this information is sent to Dynamics Online Payment Services regardless of this setting, but it only verified if the check box of Address Verification is selected.