Authorize.Net and Dydacomp Multichannel Order Manager Guide

8/7/2019 Authorize.Net and Dydacomp Multichannel Order Manager Guide

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Authorize.net Reference Guide

This Reference Guide is to assist you with some of the daily features and settings you

might be concerned with in Authorize.Net.

If you are in need of further assistance that this Reference Guide does not provide, pleasecontact Dydacomp Technical Support at 973-237-0300 or at [email protected].

Prerequisites: That you have an active, working account with Authorize.Net which wasset up by Dydacomp.

I. Authorize.Net InterfaceThis can be found by clicking on the Main Menu, Maintain > System

Information > Global Parameters, the selecting the ICCAS tab.


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In the ICCAS Interface, you can select from the following:

1 Pass (Charge card prior to processing)

Real Time Authorization - Get the Approval Code when the order is placed andallow the settlement to happen for those transactions automatically that night.

2 Pass (Authorize prior to processing and Capture after shipment)Pre-Authorization / Real Time Authorization - AVS and CID response come in real

time while placing the order. If either the CID or the Address doesn't match, then

you have the option to void that transaction and resubmit only after changing the

address. You capture the credit card after invoice is printed and shipment isconfirmed.


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II. Security - Password/Transaction KeyChanging your password:

1. Log into Authorize.net and select the Settings button.

2.

Scroll down and select Change Password.


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3. Enter your Old Password, then enter a new one twice to confirm youentered it correctly. If you forget your password, call Authorize.net at

877-629-2156.

Obtaining a Transaction Key:

]This field is required for processing credit transactions/refunds.



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2. Scroll down and select Obtain Transaction Key.

3. Answer the Secret Question to receive a new Transaction Key. If youforget your Secret Answer, call Authorize.Net at 877-629-2156. You will

be required to verify your information before you receive the Secret

Answer.

Note: Whenever you obtain a new transaction key, it is MANDATORY that

you change your existing transaction key in MOM.


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III. Test ModeWhen test mode is activated, it allows you to place an order and submit a test

transaction that will not be charged to a valid Credit Card Number nor will it besubmitted for settlement. The approval code for these test transactions that MOM

will receive will be '000000'.

Activating Test Mode

1. Log into Authorize.net and select the Settings button

2. Scroll down and select Test Mode, while this is turned on, it allows you toplace an order and submit test transactions

3. Select the Turn Test ON button to activate the Test Mode. If the accountis already in Test Mode, then select the button Turn Test Offbutton to

disable the Test Mode.


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Deleting a Transaction

If you have a transaction that is approved in MOM while in Test Mode, you can

delete it by doing the following:

1.

In MOM, open the order and click on the Display Journal Entries buttonin the top left of the screen.


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2. Make a note of the transaction ID for the payment. This will be needed todelete the transaction.

3. In the Main MOM menu, select Accounting > Accounts Receivable >Apply Customer Payments.


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4. Enter the transaction ID into the Transaction ID # field and press theEnter key. The order information will appear in the bottom window.

Select the Delete Transaction button to delete the payment transaction.

Note: After deleting the transaction, turn off the Test Mode in

Authorize.Net and you can resubmit and charge the credit card throughMOM to get an approval.

IV. Recording Manual Credit Card Payments1. In the Main MOM Menu, click on Maintain > Accounting Information

> Credit Card Merchant Accounts.


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2. In the Credit Card Merchant Accountscreen, select the NEW button.


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3. In the Card Code field, enter XX and enter Manual Card into theCard Name field. For the Type of Credit Card select Other (Process

Manually) from the dropdown menu. For the following fields,

Mail/Phone Orders Account, Internet orders Account,and RetailOrders Account, select Do not process through M.O.M. & SiteLink

Gateway."

4. Select the SAVE button.Note: Now, if you use this credit card type on an order, it will apply a creditcard payment without going through Authorize.net.


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V. Voice Approvals1. Voice approvals are used if you receive a "Card Declined" message for the

transaction.

2. If you receive an error and/or it shows the Inquiry Now button, you do notneed to obtain a voice approval. You should search for the transaction in

Authorize.Net:

a. If the transaction does not appear in Authorize, then resubmit thetransaction.

b. If the transaction does appear in Authorize.net, then review thedetails of the transaction. In MOM, choose the Complete Transactionoption and enter in the approval number and the transaction ID

Note: If you need to process a Voice Approval, do NOT use the above option formanual payments.


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VI. ReportingCredit Card Merchant Deposit Report

In MOM, the Credit Card Merchant Deposit Report can generate a report for any

Date Range and any combination of Transaction Types.

1. In the Main MOM Menu, click on Reports > Accounts Receivable > CreditCard Merchant Deposit Report.

2. In the Credit Card Merchant Deposit Report Selection Criteria screen, use theSELECT CREDIT CARD TRANSACTIONS FOR radio buttons at the top of the

screen to run the report for a specific date, date range, month, order number range,batch number, batch number range or for all orders. Click on your selection and

specify the date or order number range in the box to the right of the radio buttons.

Note: When using the selection by A GIVEN DATE or GIVEN DATE RANGE,

the Selection Details pull-down list box enables you to select automatic date

options such as Today, Yesterday, This Week, This Month, etc. This automaticdate selection is based on the current date of your system.

3. Optionally, use the OTHER CRITERIA check boxes specify the Transactionscategories for the report, such as charged, refunded, declined/invalid, voiceauthorized, authorized, captured and voided

4. Optionally, use the OTHER INFORMATION to select to limit the report to aspecific credit card type(s), merchant login ID, and/or operator(s) ID.

5. Optionally, use the SORT BY pull-down menu to select additional sorts such asorder number, batch number. credit card number, credit card type, process date,

AVS code, merchant login ID, transaction type, or operator ID.

6. Optionally, use the SUBTOTAL ON pull-down menu to "group" the report byorder number, batch number. credit card type, credit card number, process date,

AVS code, merchant login ID, transaction type, operator ID, or charge amount.


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Authorize.Net History

In Authorize.net, the History button allows you to generate a report on Unsettled or

Settled Transactions. There is an option to look at one day at a time or acombination of days.

1. Log into Authorize.net and select the History button.


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2. Select the type of history report that you would like to generate.

VII. RefundsRefunds in Authorize.net need to match up to the original transaction. There may

be times when you receive a message that the refund transaction amount exceeds

the original transaction amount. This can appear for a number of reasons, for

instance:

1. The refund amount may exceed the original amount,2. The refund may be for an order charged the same day, or3. The refund may be for a transaction that wasn't processed in Authorize.net.

In these cases, you can go to Maintain > System Information > GlobalParameters and choose the ICCAS tab.


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Uncheck the Validate Refunds to original charge. When this is unchecked, you willbe able to refund for the above examples.

VIII. Address VerificationWhen approving a credit card, a bank will first check if the customer has fundsavailable, if the customer does, then the credit card will be approved. After that, the

bank will verify that the address from the order matches the customers address on

file. You can select to reject an transaction if a portion of the address doesn't

match. When using this filter, the credit card still gets approved, but when it comesback through Authorize.net, they will "reject" the card, causing it to show "Decline"

in MOM.

At this point, the only way you can get this transaction to be approved, without

verifying the customer address, would be to uncheck the filter causing the rejection

and resubmit the transaction.


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2. Scroll down and select Address Verification System (AVS).

3. Select the conditions to reject a transaction due to an address mismatch.


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Note: With using the AVS Reject If feature, if you attempt to authorize acustomers credit card multiple times, the funds will be held on the customers credit

card multiple times. These funds can be held on an average of 7-10 days. You

should not credit the customer back since you did not actually capture and settle thetransaction. If you need to release the funds for the customer, you need to call the

customer's credit card bank and tell them there was a system error with the Addressand that you are not going to be capturing the funds. The phone number can befound on the back of the customers credit card.

IX. Email ReceiptCustomer Email Receipt

Initially, when you setup Authorize.net, the default setting is to send the customer

an email receipt. If customer on the order has an email address, when you approve

the credit card, an email receipt will be sent. If you want to disable this feature, youcan:


2. Scroll down and select Email Recipients.


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3. You can disable the email receipt by unchecking the Email transaction

receipt to customer (if email address is provided)

Transaction Email Receipt

A transaction email receipt is an email that you can receive as you charge each

credit card transaction. You can enable or disable this setting by doing thefollowing:



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4. You can check/ uncheckTransaction Receipt option and then select theSubmit button.

X. CID NumberFormally called CVV2 (Visa) and CVC2 (MC), the CID Number can be entered inMOM below the credit card number (Authorize.net calls this field Card Code).

This feature works the same way as Address Verification in regards to how you canreject the credit card in Authorize.net if the CID Number entered doesn't match. If

the CID Number doesn't match, it is likely that the customer doesn't have the card in

hand. You should resubmit the transaction with a new number. It's up to you todecide if this filter is set on or off and letting the transaction go through anyway. In

MOM, The CID Number entered will change to " *** "until approved, then when a

response is received, it is deleted from the system.


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2. Scroll down and select Card Code Verification.

3. Select the Card Code Settings you prefer and select the Submit button.

If you are in need of further assistance that this Reference Guide does not provide, please

contact Dydacomp Technical Support at 973-237-0300 or at [email protected].

Created on 1/29/04

Documents

Authorize.Net and Dydacomp Multichannel Order Manager Guide