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Credit Process

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Submitted By swalker2
Words 279
Pages 2
PROCEDURE TO PROCESS CREDIT CARD ORDER

Header Level – Payment Form tab

1. Select Payment Card from the drop down in the Payment Form field 2. Select appropriate card type (VISA, MC, AMEX) in Card Type field 3. Enter credit card number (Confirm full card number prior to hitting Enter Key) 4. Use the calendar to select valid date (date requires month, day and year. Choose the last day of the month that card expires in) 5. Enter the cardholder name 6. Press Enter Key: Credit Card information will now be tokenized. 7. Click save [pic] 8. You will see immediately if the card was accepted (in CRM)

[pic]

• Tips: o The CW number is not required o The CW number is the three digit number on the back of payment card. This number is not required to save the order and not utilized in North America o The automatic authorization is run through CRM. o Tax is not calculated until order is replicated to ECC, please get total amount to be authorized from ECC, if authorizing manually o Ext. Reference (PO Field): ▪ Should read card type and date unless otherwise specified by requestor. ▪ (Example: VISA 11/15/2010) o Since the order is authorized in CRM, you do not need to do a manual authorization.
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Payment Form View Prior to Hitting Enter Key

[pic]

Payment Form View After Hitting Enter Key

[pic]

If The Card Is Not Approved, You Will See a Red or Yellow Light.
[pic] [pic] If The Light is Red, The Order Will Not Replicate to ECC

If The Light is Yellow, There Are Technical Issues, Front of Sales Order
[pic]

Payment Cards Tab

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