Use this function to add and maintain multiple payment cards for a customer. This function is available only if the SEPP activity code is active.

Payment card records cannot be maintained for miscellaneous customers. Select One time use card  during order entry for miscellaneous customers.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Block number 1

Customer (field BPCNUM)

This field is used to display the customer that will be used upon adding or saving payment cards.

Account nickname (field ACCNCKNAM)

Enter a unique account nickname to identify this payment card. You can select an existing payment card for this customer or you can create a new payment account by entering a new account nickname.

The account nickname can include alpha and numeric characters with a maximum length of 15 characters.

If a customer has multiple payment cards on file, the account nickname must be unique. However, two different customers can have payment card records that use the same name.

If the One time use card checkbox is selected, this field is not available. If the check box is not selected, this field is required.

When adding a new payment card, click Create after entering a unique name to access the Sage Exchange Vault window and enter the card number and expiration date.

Active (field FLACT)

This check box is automatically selected and enables the card for payment processing.

  • If the card is flagged as inactive after being authorized but before being shipped, the shipment generation is blocked.
  • If the card is flagged as inactive after authorization and shipment generation, the transaction can be processed.
Processing code (field PRCCOD)

Enter a processing code defined by the user. This code identifies the link to the company and account defined in the Payment gateway setup.

If a default processing code exists, use this field to create a new payment card.

If a payment card already exists, recorded and selected in the customized account name field, the default value of this field is automatically displayed and cannot be modified.
Payment processor (field PAYPRC)

You can select Sage Exchange or Sage Pay. The Processor type cannot be changed if any credit cards have been assigned to the Processing code.
Default (field FLDEF)

This check box can be selected as the default payment card for the customer. Only one default payment card is allowed for each customer/processing code.

Company (field CPY)

This field is used to display the company linked to the processing code.

Billing information

Name (field ACCNAM)

Enter the cardholder name.

If a saved payment card is selected, the cardholder name displays and cannot be changed.

If the One time use card checkbox is selected, the cardholder's name must be entered and the information is saved to the payment card transaction.

First name (field FSTNAM)
Last name (field LSTNAM)
Billing address (field USEBILLADR)

Check this box to display the default billing address of the customer.

  • If this box is checked, the lines corresponding to the billing address of the customer are displayed and cannot be changed.
  • If this box is unchecked, the information of the billing address can be modified in the address fields of the card.
Country (field CRY)

Enter the country of the invoicing address of the cardholder.

If the Billing address check box is selected, the country from the customer's bill-to address is displayed and cannot be modified.

If the Billing address check box is cleared, the country from the customer's bill-to address can be modified.
Address (field ADDLIG)

Enter the billing address of the cardholder.

  • If the 'Billing address' check box is selected, the address from the customer bill-to address appears and cannot be changed.
  • If the 'Billing address' check box is cleared, the billing address can be changed.
field SAT

Enter the invoicing status of the cardholder.

  • If the Billing address check box is selected, the status from the customer's bill-to address is displayed and cannot be modified.
  • If the Billing address checkbox is cleared, the invoicing status can be modified.
Postal code (field POSCOD)

Enter the postal code.

If the Billing address check box is selected, the postal code from the customer bill-to address appears and cannot be modified.

If the Billing address check box is cleared, the postal code from the customer bill-to address can be modified.
City (field CTY)

Enter the customer’s city.

If the Billing address check box is selected, the city from the customer's bill-to address is displayed and cannot be modified.

If the Billing address check box is cleared, the city from the customer's bill-to address can be modified.
Email address (field EMAIL)

Enter the cardholder's email address.

Account information

Payment type (field PYMTYP)

This field is used to display the payment type used. The valid values are: Visa, MC, AMEX, and Other.
Last four digits (field ACCL4D)

This field displays the last four numbers of the payment card.
Expiration date (field EXPDAT)

This field displays the expiration date of the payment card.
Edit card (field ACCDET)

This button is only available if the Processor type is Sage Exchange.

Click this button to change the payment card number or expiration date in the Sage Exchange Vault window for the existing payment card record.

When adding a new payment card, click Create to access the Sage Exchange Vault window and enter the payment card number and expiration date.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation