How to Process Credit Card Payments in O/E

By | April 28, 2017

Credit cards offer a flexible way to cover unexpected expenses and build up a good financial reputation. That’s why Sage Payment Solutions provides a variety of ways to accept and process payments in Sage 300 ERP.  Before you start you must install Sage Exchange in workstation to process credit cards. Sage Exchange connects your Sage 300 ERP system to Sage Payment Solutions. Sage Exchange transmits and stores credit card details in a PCI-compliant vault.

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You can process a credit card payment in Order Entry or Accounts Receivable Modules. In Order Entry or Accounts Receivable, create or select a document for which you want to process a credit card payment. A/R Invoice Entry, A/R Receipt and O/E Order Entry screens are support credit card payments.

To process a credit card prepayment in order entry navigates to Order Entry –> O/E Transactions –> Order Entry and then create or select a document.

Kindly refer the below screenshot for the same.

Order Entry screen

OE Order Entry

Click the Prepayment button and it will open O/E Prepayments screen.

OE Prepayments

On the O/E Prepayments screen, create or select a receipt batch for the prepayment you are entering.

OE Prepayments

Batch Number:-  In the Batch Number field, select an existing receipt batch for the prepayment you are entering, or use the options to the right of the field to create a new batch.

Batch Date:- If you are creating a new batch, enter the batch date.

Bank Code / Currency:- If you use multicurrency accounting, select the bank code and currency.  

Deposit Number:- Select a deposit number, or use the options to the right of the field to create a new deposit.

Payment Code:-  Select a payment code. If you want to use Sage Payment Solutions to process a credit card prepayment, select a payment code that uses the payment type SPS Credit Card.

Processing Code:- Select a processing code that will be used to process the credit card transaction. The bank and currency for the processing code you select must match the bank and currency for the current transaction.

Check/Receipt Number:- In the Check/Receipt Number field, enter the check number if payment is by check. If the payment is not by check, you can enter a reference number. If you leave the field blank, Order Entry assigns a number that consists of the batch number and the entry number.

Receipt Date:- Select the receipt date.

Receipt Amount:- Enter the amount of the prepayment.

Click Add button to enable the Charge Button.

OE Prepayment charge

Click Charge button to open The Process Credit Card screen. If a default credit card exists in the customer record that uses the processing code selected for the current transaction, that credit card is selected by default. To Select the Saved Credit Card, use the Finder.

Process Credit card sale

To enter details for a new credit card that will not be saved in the customer record, select checkbox Enter a Card for One-Time Use.

Process Credit card

Click Process Payment button, The Sage Payment Solutions browser form will appear.

Sage Payment Solution

If you use a card reader device and did not select a saved credit card for this transaction, you can click Swipe Card to swipe a credit card.

If you want to review these details, click the Next button on the browser form.

Click Submit button, Sage Payment Solutions will then process the payment and once it’s finished, the browser form will close. The transaction details and a status message will then appear on the Process Credit Card screen. Once you finish reviewing the transaction details and status, click Close.

Post or save the document.

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