Credit Card Processor in Dynamics AX 2009 CRM:0027658

Credit Card Processor in Dynamics AX 2009

This post introduces the Credit Card processor functionality that is
available in Microsoft Dynamics AX 2009. There are two processors available
to users: Microsoft Dynamics Payment Services and Authorize.net. Depending
on your preference you can select which processor you want to process
payments, however only one can be active at a time. For this blog, we will
use Authorize.net. Continue reading for more information.

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Basic Credit Card Process is below; It follows preauthorization of a Credit
Card as well.

Step 1. Click Area Page node: Accounts receivable -> Sales Order Details.

Form name: Sales orders

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・ Create a new record in the Sales Order form clicking the 'New'
button.

Form name: Create sales order

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Step 2. Fill in the necessary information to complete the Sales Order entry.

Step 3: The Sales order number is automatically generated

・ Ex: 'SO-00053177′

Step 4: Switch to the Lines tab on the Sales order and enter in Item
information.

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Step 5: Switch to the Price/Discount tab on the Sales order.

Form name: Infolog

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・ Click the Close button.

Make sure that the method of payment is set to Credit Card.

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IF no credit card is on file or they want to charge a different card then
the Credit Card Wizard must be used to setup the Credit Card every time.
Follow the steps below to use the CC Wizard, otherwise skip to step 7 after
selecting the Credit Card to use.

Step 6: Click the Setup -> Credit Card Wizard menu button.

Form name: Credit Card Setup Wizard

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・ Click the Next > button.

・ Switch to the Credit Card Wizard Action tab on the Credit Card Setup
Wizard form.

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・ Click the Next > button.

・ Switch to the Credit card type tab on the Credit Card Setup Wizard
form.

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・ Click the Next > button.

・ Switch to the Card holder tab on the Credit Card Setup Wizard form.

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・ Change Card Holder Name

・ Click the Next > button.

・ Switch to the Contact information tab on the Credit Card Setup
Wizard form.

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・ Input the necessary information into the fields.

・ Click the Next > button.

・ Switch to the Credit card number tab on the Credit Card Setup Wizard
form.

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・ Input the credit card number and expiration date and click next to
finish the wizard.

Step 7: Click the Functions (b) -> Preauthorize menu button off of the Sales
Order header.

Form name: Infolog

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・ The infolog tells you whether the transaction was successful for
not.

・ Click the Close button and continue if successful.

If unsuccessful, the infolog log will give a reason. Most likely, the Credit
Card was not setup correctly. Go back through the Credit Card wizard using
the Edit feature and verify all of the information. Try to preauthorize
again.

When you invoice the Sales Order the final authorization is sent through the
processor and the credit card is charged and settled with that amount on the
invoice.

Other Functionality with the Credit Card processor:

Credit Card Transaction History:

・ Click the Inquiries -> Credit card authorization history menu
button.

Form name: Credit card authorization history

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・ Close the Credit card authorization history form.

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Faiqa Usman, Support Manager,

Support Alert......!!!! Role Centers: Right on Cue CRM:0027633

Role Centers: Right on Cue

AX 2009 ships with a variety of preloaded cues that typically correspond to
a form in the application. You can view these cues in the Basic module
(Setup>Role Center>Edit Cues).

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In this form, you can review all the existing cues and, once you create your
own cues, you can edit cues if they are showing you exactly what you're
looking for. To create your own cue, open a form, apply a filter, and then
save the filter as a cue. As an example, we'll create a cue for planned
purchase orders from vendor 2102. To do this, we'll open the planned
purchase order form and click on the advanced filter button (which looks
like a funnel and pencil).

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Enter your filter criteria and then click on the Modify button and select
Save as Cue.

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You'll then be asked to enter a Cue ID and a Caption. The Cue ID is
character limited but you can enter a more informative title to the Caption.
You'll want to use ID's and caption that you can easily recognize later. You
will also enter some other information on the Save as Cue form, including
the cue's count, it's threshold, it's total, and it's security level. The
count, threshold, and total are tools that can be used to create a more KPI
feeling to the cue. The security is important to note if you plan on sharing
the cue across users or if it will be just for personal use. This a big
advantage of Cues over saved filters; saved filters can't be shared across
users. Once the cue is saved, head back to your Role Center home page. If
you already have Cues on your Role Center, click the down arrow next to
their title and select edit web part. If you need to add the Web Part,
select Personalize this Page and add the Web Part.

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When editing the Cues Web Part, you have to select the Cue you are
modifying. If you want to modify a Cue already in the Web Part, select if
from the list. If it's a new Cue, select the Cue after the number of Cues
already in the Web Part. In the View drop down, select the Cue we just
saved; it will be listed under the Caption we gave the Cue earlier. Again,
you can edit the count, threshold, and total of the Web Part. The threshold
can add an indicator to the cue if it violates the threshold. The total can
also be used to display information about the items in the cue.

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Once you click ok, you'll notice that the cue has been added.

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That does it for adding cues to your Role Center. It's really simple and its
simplicity makes it a very powerful tool in Microsoft Dynamics AX 2009.

Update: I wanted to add a quick note that not only can Cues be shared across
users but they can also exported and imported to other application instances
(pretty handy if you create a complicated cue in a test environment and you
want to move it to live). To do this, export the cue to the AOT by selecting
the Export to AOT option from the Export button on the Edit Cues form. This
will add the Cue to the Resource node.

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Faiqa Usman, Support Manager