There are two entry
methods used by Dynamics AX Retail 2012 POS to process credit card
authorizations:
1.
Manual Entry
2.
Card Swipe
Now what to do and how to
setup this article will explain the steps:
Prerequisite:
Step-1:
Ø Partner: Login to www.dynamicsonline.com
with your Partner Source credentials.
Ø Select the Customer make sure you select the customer
with Voice Account and that is already exist.
Ø Add the Payment Service
Ø Select “Production”
Ø Send Activation to the Customer (For that you will
need from your customer the :Contact Name, Business Email and Windows Live
Email Account.
Ø Customer will receive an email with request also at
that time the Provide Cyber Source, or First Data will contact the customer.
Ø Customer will login to www.dynamicsonlie.com with their
credentials
Ø MS Payment service account needs to be configured with the one of the
payment providers available through this service (First Data, Cyber Source,
PayPal, etc.) You will need to provide Merchant ID that was automatically
generated when you sign up with the selected provider to your contact at
provider’s side so that it can be linked to the bank of your choice. Customer
will need to sign contracts both with payment provider and the bank.
Step-2:
Ø Once Payment Service is Ready Partner has to “Activate”
the payment service to make it Live in www.dynamicsonline.com
Ø Important Note: In order to Test the service in TEST
Mode run this script in the POS database. Also, if you run the N-Job >Register
this will override the TEST Mode. You have to validate it every time you test
in TEST Mode.
________________________________________________________________
select EFTTESTMODE, * from
RETAILHARDWAREPROFILE
update RETAILHARDWAREPROFILE set
EFTTESTMODE = 1
____________________________________________________________
Ø If the customer is using one Merchant Account per
Retail Store you have to create a Hardware Profile with EFT information for
every store. POS hardware profile should also be configured with EFT account
credentials used to connect to MS Payment service. You can get the Service ID from
the Payment Services on dynamicsonline.com
Setup Required in the AX Retail Module:
The following is the list
of setups required in Retail module of AX 2012 to allow cc processing:
Ø Retail->Setup->Payment method->Payment
method. You should have one payment method with Default function ‘Card’
Ø Retail->Setup->Payment method->Card types.
You will need to have one card type for each type of credit card that the store
will accept as a valid payment. For example, set card ID as MC, Card
type mane as Master Card, Card type as International credit card
and Card issuer as MC.
Ø Retail->Setup->Payment method->Card number.
You will need to create Card number for each Card type you set up. To continue
with Master card example, you will select previously created Card type MC as
Card ID and enter Card number from as 5000, Card number to as 5999 and Length
of card number as 4.
Ø Important note: there is a typo in Dynamics AX help
file that incorrectly states that card number length in this case should be 16.
That is not correct and it will cause an issue when processing cc payment with
card swipe.
Ø Retail->Common->Retail channels->Retail
stores. Go to Set up tab and click Payment methods. Here you would need to
create a record for a ‘Card’ payment method that you created in step 1. Make
sure you select 201 as POS Operation ID (this will allow manual card entry at
POS terminal when ‘Pay card’ button is clicked).
Ø Retail->Common->Retail channels->Retail
stores. Go to Set up tab, click Payment methods, select ‘Card’ payment method
you created in step 4 and click Card setup button. Here you will need to
add all Card types (created in step 2) that you want to allow in the store.
Make sure to Check expiration date and “Allow manual card numbers”
check boxes.
Ø Retail->Setup->POS->Screen layout. Main screen
layout on the POS should include Payments button grid (usually Button
grid ID 5). This grid should have ‘Card’ button that is linked to Action Item
‘Pay card’. This setup will allow manual entry of cc information.
Ø Then you will have to install and configure MSR
itself. Depending on hardware manufacturer, the installation will vary but the
end result should remain the sale: configuration utility used will recognize
card swipe and will display card information on the screen.
Ø Once that is achieved, you will come back to hardware
profile used by POS terminal and will input MSR type (usually OPOS standard),
device name (as specified in OPOS configuration utility) and description
(optional). Also you will verify that Start track 1 and 2 as well as Separator
match the ones you can see when you swipe a card in configuration utility.
Finally, run 2 jobs:
N-1070 ‘Stores and tenders’ and N-1090 ‘Registers’, restart POS application and
get Ready for testing.
Ø Manual entry:
Ø Log in to POS
Ø Type/scan item # and press Enter. Item should have
sales price other than zero
Ø Click ‘Pay Card’ payment button
Ø Enter required cc info in opened form
Click OK
Depending upon if the MS Payment service is connected or not to the Live Merchant ID of selected provider
you should get one of the two possible results: Successful Authorization or
Decline. If you get Error code: 50000 then setup in Retail module was not
completed properly and retail log on the POS database machine will be the best
source to investigate the root cause of the error.
Card swipe:
Ø Log in to POS
Ø Type/scan item # and press Enter. Item should have
sales price other than zero
Ø Swipe card through MSR
Ø Click OK in opened form
The expected result is new
popup window should open when you swipe card. This form is very similar to the
one that opens when you click ‘Pay Card’ button except that all fields are
greyed out as they are populated directly from the magnetic stripe.
