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Trace: • Introduction (Roles, Profiles, Users) • Record/Payment Submission • Introduction (ExchangeConnector) • Installation Preparation • Forms Home • CC - Application Screens and Custom SAP Tabs • Using TWBS Credit Card Processing • Field Display • Preparation • Introduction (Custom Menus)
cc:cc_screens

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cc:cc_screens [2023/03/03 11:17]
dtucker [Business Partner Master Data Screen - Credit Card Tab] 		cc:cc_screens [2023/04/19 11:34] (current)
dtucker [EVO/PayFabric Gateway Profile Data Entry]
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   * **<color #00a2e8>Processor</color>** – This field allows for the selection of the payment gateway.   * **<color #00a2e8>Processor</color>** – This field allows for the selection of 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.   * **<color #00a2e8>Payment Processor</color>** – This field allows for the selection of the payment processing center for the gateway profile.
  
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 {{:app/image44.jpeg?786}} {{:app/image44.jpeg?786}}
  
-===== EVO/PayFabric Gateway Profile Data Entry ===== 
  
-{{ :cc:twbs_cc_bpcctab_evo.jpg?nolink&800 |}}+===== Business Partner Master Data Screen - Credit Card Tab ===== 
 + 
 +TWBS Credit Card Processing adds a new tab to the Business Partner Master Data screen through the SAP® Business One User Interface (UI) that allows for the administration of credit card data that is associated with the partner.  
 + 
 +  * Click the **<color #22b14c>Business Partner Master Data</color>** menu option under the **<color #22b14c>Business Partner</color>** menu to load the Business Partner Master Data screen. 
 +  * Click the <color #ff7f27>**Credit Card**</color> tab 
 + 
 +  * **<color #00a2e8>Gateway Profiles</color>** – This drop down will list the gateway profile accounts set up in the application. 
 + 
 +<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}} {{: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 |}}
  
-==== Credit Card Configuration Screen ====+  * **<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.
  
-==== Credit Card Configuration Screen ====+<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>
  
-TWBS Credit Card Processing adds a new tab to the Business Partner Master Data screen through the SAP® Business One User Interface (UI) that allows for the administration of credit card data that is associated with the partner. +**Credit Card List Matrix**
  
-  * Click the **<color #22b14c>Business Partner Master Data</color>** menu option under the **<color #22b14c>Business Partner</color>** menu to load the Business Partner Master Data screen. +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.  
-  * Click the <color #ff7f27>**Credit Card**</color> tab+ 
 +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:cc-tab_bpmd_cc.jpg?nolink&1000 |}}+{{ :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 Parter on your credit card gateway acccount.+  * **<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> <WRAP center round info>
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   * **<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.    * **<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}} {{:app/image44.jpeg?786}}
  
cc/cc_screens.1677860229.txt.gz · Last modified: 2023/03/03 11:17 by dtucker

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