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© Hitachi Solutions. 2015. All rights reserved.
ACH Payments in Hitachi Solutions Ecommerce
© Hitachi Solutions. 2015. All rights reserved.
Contents
• Feature Overview
• Channel level set up
• Customer & customer class level set up
• ACH payment workflow diagram
• Place an order using ACH payment method
• ACH order fulfillment
© Hitachi Solutions. 2015. All rights reserved.
Feature overview
• Tap into newer customers – Not all shoppers have credit cards and may be hesitant to make online purchases. With
the ACH payment facility, customers even without credit cards or those who have reached their credit limits can
securely make online payments using only their bank account and routing numbers, thereby allowing the merchant to
reach out to a larger customer base.
• Secure transactions – The customer banking account information used in ACH payment is transmitted in a secure
and encrypted manner.
• Lower transaction fees – ACH transactions have very low transaction fees as compared to credit card or check
payments, which can make a significant difference to smaller businesses.
• Integration with ERPs – ACH payments can be integrated with most of the available ERPs such as Microsoft
Dynamics AX, Microsoft Dynamics GP etc.
© Hitachi Solutions. 2015. All rights reserved.
Configure ACH payment method for web store
To enable ACH payments on your web store, you need to navigate to the web store in your Manager Panel > All Channels. The payment method should be ‘eCheck’, while the payment gateway account should be Authorize.net. ACH payment method should be enabled separately for each individual web store. The channel level setting would be applied by default to all users on that store.
© Hitachi Solutions. 2015. All rights reserved.
•
Configure ACH payment method for customer & customer class
It is also essential to configure the ACH payment method at the customer class level to allow customers to use the same. If a particular customer’s customer class does not allow ACH payment, he would not be able to use the method even if it is enabled for the web store. Note that channel level setting will be overridden by customer class and customer level settings. However, customer level setting will over-ride customer class level settings.
Customer level setup
Customer class level setup
© Hitachi Solutions. 2015. All rights reserved.
Sales order with ACH payment workflow
Sales order placed using ACH payment method via web store or Manager PanelACH payment method is treated as direct charge and payment does not need
to be processed separately.
Sales order integrated with Dynamics ERP
Order is picked, packed and invoiced in Dynamics ERP
Invoice is integrated to Manager PanelFor ACH orders Payment Integration is not needed as these details would be
updated automatically once the order is integrated and invoiced.
© Hitachi Solutions. 2015. All rights reserved.
•
Using ACH to place order
The shopper places an order via the web store and selects ACH on the payment screen. It is essential to input valid Bank Name, Routing Number, and Account Number to process the payment. The customer is required to resubmit his login password for security purposes even though he is logged into the store. This order is charged directly and the CSR does not need to process the payment separately from the Manager Panel.
© Hitachi Solutions. 2015. All rights reserved.
ACH order fulfillment
The sales order is integrated with Microsoft Dynamics AX via Sales Order Integration. The AX manager can run the integration manually or schedule a job for the same. All sales orders with ACH payments integrate similar to other sales orders. To view the integrated sales order navigate to Accounts receivable > Common > Sales Order > All sales orders and search for the sales order number.
Screenshots show integration with Dynamics AX, though integration with Dynamics GP and NAV is also possible
© Hitachi Solutions. 2015. All rights reserved.
•
ACH order fulfillment…contd.
The sales order is then picked, packed and invoice in Microsoft Dynamics AX. The invoice is integrated back to the Manager Panel via Invoice Integration. No payment or separate payment integration is required as ACH payment is a prepayment and payment details would be reflected in the invoice itself. The invoice is reflected in the Manager Panel and is also available to the customer in his account on the web store.
© Hitachi Solutions. 2015. All rights reserved.
Pay invoice using ACH payment
Any unpaid invoices in the shopper’s account can be paid using the ACH payment method via the web store. The customer needs to select the invoice he wants to pay and then enter his ACH payments details to complete the payment. Invoices for orders placed using Terms (PO) as the payment method can be settled using ACH payment method. Similarly, the CSR can use the ACH or eCheck method to settle pending invoices on behalf of a customer via the Manager Panel as well. The payment is then integrated to Dynamics AX via payment integration.
© Hitachi Solutions. 2015. All rights reserved.
Thank You.