Differences

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--- cc:cc_screens [2023/03/03 09:24]
dtucker [Credit Card Gateway Profile Maintenance Screen]
+++ cc:cc_screens [2023/04/19 11:34] (current)
dtucker [EVO/PayFabric Gateway Profile Data Entry]
@@ Line 63: / Line 63: @@
 Once you've selected a Payment Terms code and starting authorizing and processing through the TWBS Credit Card Processing application, is it advised that you **not** change the Payment Terms code. Changing this value will compromise the application's ability to complete the processing on any marketing documents that are in the middle of the process at the time the change is made.
 </WRAP>
+  * **<color #22b14c>OK/Update</color>** **button**
+    * **<color #22b14c>OK</color>** – Closes the screen.
+    * **<color #22b14c>Update</color>** – Updates the TWBS Credit Card configuration information.
+  * **<color #22b14c>Cancel</color>** **button** – Closes the screen.
 {{:app/image44.jpeg?786}}
 ===== Credit Card Gateway Profile Maintenance Screen =====
@@ Line 82: / Line 88: @@
 {{ :cc:twbs_cc_gwprof_maint.jpg?nolink&800 |}}
-  * **<color #00a2e8>Processor</color>** – This field allows for the selection of the desired payment gateway.
+**Gateway Profile Matrix** - A listing at the top of the form to display basic information for the existing gateway profile accounts. Clicking on a line on this matrix will display the complete data for the profile account in the fields below.
-<WRAP center round info>
+  * **<color #00a2e8>Processor</color>** **column** – The credit card processing company of the gateway profile.
-Selection of the payment gateway processor will affect the field labels and enabled value of the three fields below which are used for entering the login credentials for the selected processor.
+  * **<color #00a2e8>Configuration Name</color>** **column** – The unique name for the profile assigned by the user when created.
-</WRAP>
+  * **<color #00a2e8>Currency</color>** **column** – The currency code of the gateway profile.
+  * **<color #00a2e8>Active</color>** **column** – Designation (Yes/No) if the gateway profile is active in the application.
+  * **<color #00a2e8>Transaction Mode</color>** **column** – The transaction mode of the gateway profile..
-    * **<color #00a2e8>Authorize.Net</color>** – United States (US) based payment gateway.
+**Gateway Profile Detail Fields** - On selection of a listing in the **Gateway Profile Matrix** at the top of the form, the fields in this section of the screen will display the complete data for the profile account.
-      * **<color #00a2e8>Log In ID</color>** – The unique ID of the account with to the payment gateway.
-      * **<color #00a2e8>Transaction Key</color>** – The unique password key of the account with the payment gateway.
+  * **<color #00a2e8>Active</color>** **checkbox** – This designates if the gateway profile is active in the application.
-    * **<color #00a2e8>CyberSource</color>** – United States (US) based payment gateway.
-      * **<color #00a2e8>Merchant ID</color>** – The unique ID of the account with to the payment gateway.
+  * **<color #00a2e8>Processor</color>** – This field allows for the selection of the payment gateway.
-      * **<color #00a2e8>Transaction Key</color>** – The unique password key of the account with the payment gateway.
+    * **<color #00a2e8>Authorize.Net</color>**
+    * **<color #00a2e8>CyberSource</color>**
+    * **<color #00a2e8>PayFabric</color>**
+    * **<color #00a2e8>PayEezy</color>**
+  * **<color #00a2e8>Payment Processor</color>** – This field allows for the selection of the payment processing center for the gateway profile.
 <WRAP center round info>
-Once the values for the Log In ID and Transaction Key have been entered and saved, the fields will not display the values. They will display as encrypted values.
+The **Payment Processor** field is **only** active for the CyberSource gateway.
 </WRAP>
+  * **<color #00a2e8>Configuration Name</color>** – This field allows for the entry of a unique identifying name for the gateway profile.
+  * **<color #00a2e8>Currency</color>** – This field allows for the selection of the currency code for the gateway profile.
   * **<color #00a2e8>Transaction Mode</color>** **option** – This option allows for the selection of the desired payment gateway.
     * **<color #00a2e8>Live</color>** – This specifies all transactions are being run in a live mode.
     * **<color #00a2e8>Test</color>** – This specifies all transactions are being run in a test mode.
     * **<color #00a2e8>Demo</color>** – This specifies all transactions are being run in a demo mode.
-  * **<color #00a2e8>Reauthorization Threshold</color>** – This option allows for the specification of the period of time before an authorization expires.
+<WRAP center round info>
+Selection of the payment gateway **Processor** field will affect the field labels and enabled value of the section of fields below which are used for entering the API login credentials for the selected processing gateway.
+</WRAP>
+    * **<color #00a2e8>Authorize.Net</color>** – United States (US) based payment gateway.
+      * **<color #00a2e8>LogIn ID</color>** – The unique Login ID of the account for the payment gateway.
+      * **<color #00a2e8>Transaction Key</color>** – The unique password key of the account for the payment gateway.
+    * **<color #00a2e8>CyberSource</color>** – United States (US) based payment gateway.
+      * **<color #00a2e8>Merchant ID</color>** – The unique Merchant ID of the account for the the payment gateway.
+      * **<color #00a2e8>Transaction Key</color>** – The unique password key of the account for the payment gateway.
+   * **<color #00a2e8>EVO/PayFabric</color>** – United States (US) based payment gateway.
+      * **<color #00a2e8>Device ID</color>** – The unique Device ID of the account for the the payment gateway.
+      * **<color #00a2e8>Device Password</color>** – The unique Device Password key of the account for the payment gateway.
+      * **<color #00a2e8>Gateway Key</color>** – The unique Gateway Key of the account for the payment gateway.
+   * **<color #00a2e8>PayEezy</color>** – United States (US) based payment gateway.
+      * **<color #00a2e8>API Key</color>** – The unique API Key of the account for the payment gateway.
+      * **<color #00a2e8>API Secret</color>** – The unique API Secret of the account for the payment gateway.
+      * **<color #00a2e8>Merchant Token</color>** – The unique Merchant Token of the account for the payment gateway.
+      * **<color #00a2e8>TA_Token</color>** – The unique TA_Token of the account for the payment gateway.
+<WRAP center round important>
+Once the values for the Log In ID and Transaction Key have been entered and saved, the fields will not display the values. They will display as encrypted values.
+</WRAP>
+  * **<color #00a2e8>Re-authorization Threshold</color>** – This option allows for the specification of the period of time before an authorization expires.
 <WRAP center round info>
@@ Line 117: / Line 160: @@
 <WRAP center round info>
-If Level II Integration or Level II/Level III Integration are enabled, the Require AVS Checking checkbox on the General tab should be enabled. Card address information is required information at these levels and this address information should be saved when payment profiles are saved at the gateway.
+If Level II Integration or Level II/Level III Integration are enabled, the **Require AVS Checking** checkbox on the **Credit Card Configuration** screen should be enabled. Card address information is required information at these levels and this address information should be saved when payment profiles are saved at the gateway.
 </WRAP>
@@ Line 138: / Line 181: @@
     * **<color #22b14c>Update</color>** – Updates the TWBS Credit Card configuration information.
   * **<color #22b14c>Cancel</color>** **button** – Closes the screen.
+  * **<color #22b14c>Clear</color>** **button** – Clears the gateway profile detail fields on the screen.
+  * **<color #22b14c>Delete</color>** **button** – Deletes the gateway profile if it is not assigned to a Business Partner or marketing document.
 {{:app/image44.jpeg?786}}
@@ Line 161: / Line 206: @@
 {{:app/image44.jpeg?786}}
 ===== Business Partner Master Data Screen - Credit Card Tab =====
@@ Line 169: / Line 215: @@
   * Click the <color #ff7f27>**Credit Card**</color> tab
-{{ :cc:cc-tab_bpmd_cc.jpg?nolink&1000 |}}
+  * **<color #00a2e8>Gateway Profiles</color>** – This drop down will list the gateway profile accounts set up in the application.
-  * **<color #00a2e8>Customer Profile ID</color>** – This field will store the unique customer profile ID # assigned to the Business Parter on your credit card gateway acccount.
+<WRAP center round info>
+Selection of the gateway profile will populate the tab with fields for card data entry based on the gateway assigned to the profile.
+</WRAP>
+{{ :cc:twbs_cc_bpcctab_noselect.jpg?nolink&800 |}}
+{{:app/image44.jpeg?786}}
+==== EVO/PayFabric Gateway Profile Data Entry ====
+Selection of an EVO/PayFabric gateway profile from the **Gateway Profiles** drop down will load a secure hosted page on the tab. This hosted page is directly linked to the EVO/PayFabric gateway and all data is being entered and saved directly to their system.
+{{ :cc:twbs_cc_bpcctab_evo.jpg?nolink&800 |}}
+  * **<color #00a2e8>Customer Profile ID</color>** – This field will store the unique customer profile ID # assigned to the Business Partner on your credit card gateway account.
+<WRAP center round info>
+If the customer does not already have a profile ID # associated with them at the gateway, one will be automatically created for them during the process of adding the first payment profile for the business partner.
+</WRAP>
+**Credit Card List Matrix**
+The matrix located on the left side of the Credit Card tab will list all of the credit card payment profiles in the SAP® Business One system associated with the Business Partner that are stored on the selected EVO/PayFabric gateway profile.
+Selecting the Payment Profile value of an existing card payment profile will load the data for that payment profile into the hosted page.
+Selecting the **<color #00a2e8>Add New</color>** option will clear any values from the hosted page on the right side of the tab and allow the user to enter information for a new credit card payment profile associated with the business partner.
+  * **<color #22b14c>Remove Payment Profile</color>** **button** – When confirmed by the user, this action removes the selected payment profile for the partner from the gateway profile.
+  * **<color #22b14c>Refresh Payment Profiles</color>** **button** – Refreshes the information listed in the left side matrix for all card profiles on the gateway profile. This includes any new card profiles added through PayLink since the gateway profile card data was last loaded.
+  * **<color #22b14c>Add Profile Via PayLink</color>** **button** – Loads the **Create PayLink** screen.
+<WRAP center round tip 90%>
+PayLink allows you to send a secure link to your customer either by email or SMS text message. The link will take your customer to a secure webpage where they can enter their credit card information remotely. This allows for their payment profile to be listed in their wallet on your gateway profile without having to give you any credit card information directly.
+</WRAP>
+{{:app/image44.jpeg?786}}
+==== Other Gateway Profile Data Entry ====
+{{ :cc:twbs_cc_bpcctab_orig.jpg?nolink&800 |}}
+  * **<color #00a2e8>Customer Profile ID</color>** – This field will store the unique customer profile ID # assigned to the Business Partner on your credit card gateway account.
 <WRAP center round info>
@@ Line 229: / Line 318: @@
   * **<color #22b14c>Remove Payment Profile</color>** **button** – When confirmed by the user, this action removes the selected payment profile for the partner from the card gateway.
+{{:app/image44.jpeg?786}}
+===== Create PayLink Screen =====
+PayLink allows you to send a secure link to your customer either by email or SMS text message. The link will take your customer to a secure webpage where they can enter their credit card information remotely. This allows for their payment profile to be listed in their wallet on your gateway profile without having to give you any credit card information directly.
+{{ :cc:twbs_cc_bpcctab_paylink.jpg?nolink&400 |}}
+  * **<color #00a2e8>BP Code</color>** – The SAP business partner code of the customer.
+  * **<color #00a2e8>BP Name</color>** – The SAP business partner name of the customer.
+  * **<color #00a2e8>Customer E-Mail</color>** – The email address of the customer contact to be sent the PayLink.
+  * **<color #00a2e8>Customer SMS</color>** – The phone number of the customer contact to be sent the PayLink.
+<WRAP center round important 100%>
+The PayLink by SMS function can only be used with US based telephone numbers only. The country code (1) must also be included in the phone number (ex. 19737189056)
+</WRAP>
+<WRAP center round tip 100%>
+A customer can be sent both a PayLink email and a PayLink SMS message in a single execution.
+</WRAP>
+  * **<color #22b14c>Create</color>** **button** – Executes the delivery of the email and/or SMS message to the email address/phone number provided.
+  * **<color #22b14c>Cancel</color>** **button** – Closes the screen.
 {{:app/image44.jpeg?786}}

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