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,