Microsoft 8 Receivables Management

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

being posted without a full payment. In addition, a pending transaction

processed after the document has been posted would not be applied to the

sales document. The customer would have been charged but the payment

will not have been applied. The AssureBuy application will automatically

remove the process hold when an approved payment has been completed.

To cancel a pending transaction before posting, use the Void button on the

AssureBuy Payment Processing window.

Receivables Management

This section describes how the AssureBuy Payment Processing application

integrates with the Great Plains Receivables Management module. There

are four windows on which the AssureBuy functionality has been added:

Transaction Entry, Cash Receipts Entry, Posted Transaction, and

Receivables Batches.

Transaction Entry

Normally, credit card payments for receivables documents are entered

directly on the Transaction Entry window by entering an amount in the credit

card field. When the AssureBuy Payment Processing application is installed,

this functionality is replaced by the AssureBuy Payment Processing window.

Accessing The AssureBuy Payment Processing Window

The Transaction Entry window allows check, cash and credit card

transactions. When using the AssureBuy application, and the method of

payment is credit card, the user will enter an amount in the credit card field or

select the credit card details icon. When an amount is entered in this field,

the AssureBuy Payment Processing window will automatically launch and the

default customer and transaction information will be loaded into the

appropriate fields. Credit card transactions will only be sent to the

AssureBuy payment gateway if they have been entered from the AssureBuy

Payment Processing window.

AssureBuy Payment Processing Microsoft Great Plains Dynamics/eEnterprise AssureBuy Functionality • 81

Contents

Main User Documentation Last Update: September 24, 2005 AssureBuy Payment Processing for Microsoft Business Solutions Great Plains Release 8.0 Page Page Page Contents Page Introduction to AssureBuy Data Validation Shipping Calculation Tax Calculation Risk Management Payment Processing View N Pay Processing Messaging Features Remote Integration Administration Data Collection Systems and Technology AssureBuy Setup Merchant Account Setup Credit Card Network Setup VisaNet(Vital) First Data (FDMS) Gateway Options Setup Fraud System Setup Page Levels of Service Watch Codes System Watch Codes Value Watch Codes List Watch Codes Combined Watch Codes Override Watch Codes Custom Third Party Watch Codes Watch Actions Page Payment Gateway Overview Data Required Credit Card Types Transaction Types IP Address Data Returned Transaction Result Authorization Errors Page Address Verification Service CVV2 Response Codes Watch Codes Settlements Page Installation and Setup System Requirements Installation Customizations Warning Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Uninstall Uninstall Warning Instructions Setting up AssureBuy Inside Great Plains AssureBuy Processing Setup Page Page Page Page Page Page Page Navigation Report Enforcing Authorization Before Printing Picking Tickets or Packing Slips AssureBuy Credit Card Setup Page Navigation Page AssureBuy Functionality Introduction Transaction Types Attaching Transactions to Great Plains Documents Transaction Life Cycle Step 1 - Transaction Entry Step 2 - Saving The Transaction Step 3 - Transaction Processing Step 4 - Linked Transactions Page Step 5 - Transaction Settlement AssureBuy Payment Processing Window Top Row Buttons Credit Card Information Customer Information Page Great Plains Document Information Transaction Processing Result Information Page Bottom Navigation Bar Sales Order Processing Sales Transaction Entry Transfer Button Delete And Void Buttons Allocate or Fulfill Menu Option Printing Picking Tickets or Packing Slips Sales Payment Entry Accessing The AssureBuy Payment Processing Window Remove Button Sales Batches Page Page Page Page Transfer Button Delete Button Allocate or Fulfill Menu Option Order Fulfillment Process Holds Warning Receivables Management Transaction Entry Page Cash Receipts Entry Page Posted Transactions Void Button Receivables Batches Page Page Page Invoices Invoice Entry Page Invoice Holds Invoice Payment Entry Accessing The AssureBuy Payment Processing Window Remove Button Invoicing Batches Page Page Page Page Page Technical Support How To Obtain Technical Support AssureBuy Version Information Page Appendix AssureBuy Gateway Errors Page Time Zone Chart Page ISO 3166 Standard Country Codes Page Page Page Page Page Page VisaNet(Vital) IP Frame AssureBuy Gateway Settings Merchant Information Authorization Information Page FDMS South AssureBuy Gateway Settings Merchant Information Card Types Accepted FDMS Nashville (FDC) AssureBuy Gateway Settings Merchant Information Card Types Accepted Page Glossary of Terms Page Page Page Page Page Page Page Index A B C D E F G H R S T U V