Nick Horowitz Green Ribbon

Don't think of Sales Order being authed. That is not the correct visualazation. When you enter an SO, NS obtains a pre-auth (auth only) from Payflow in the amount of the Sales Order. This auth is good for 30 days. When you bill the SO which creates the Cash Sale, NS sends the original pre-auth # to Payflow along with the…

What Item is sold on the Cash Sale? What kind of Item is that? How do you charge only 50% on the Cash Sale? Is that thru a Discount mechanism? Or do you just have the web price of the item set to 50% of the true price, and then on the Invoice you put the true 100% price? Does this screw-up inventory, or are these drop…

Trey, that is a great solution! Maybe NS could implement that same logic natively in NS since it is a great workflow (as long as your inventory is accurate and qty committed is accurate, which a lot of clients aren't)

Call their tech support and ask them if they can put a security rule in-place for you to deny delayed captures if the auth is > 5 days old. (Note: The VISA rule is 7 days in order to avoid downgrades to nonqual)

Tom, yes, your procedure of erasing the auth code from the Cash Sale is the correct work-around. That auth code that you erased is the pre-auth from the Sales Order. So by you erasing it, you force NS to obtain a brand new, fresh auth for that Cash Sale. I am glad to hear that this procedure in fact works. So, everyone,…

Hi Cody. Joseph has an excellent solution using phoney discounts to reduce the auth amount on the SO. Thanks for that procedure, Joseph! (I didn't even think of that) Here are a couple of more possible solutions: (1) There is an option that allows you to Bill in Advance of Fullfillment. If you have this option activated,…

A Sales Order can have multiple child Item Fullfillments and multiple child Cash Sales. NS can accommodate this type of one-to-many linkage. BUT, per our discussion, you will need to erase the auth code on the second and subsequent Cash Sale so that NS will obtain a fresh auth (because NS will pre-populate the CS with the…

Here are the requirements for M/C E-Commerce category and Merit1 (non E-Commerce) category. NOTE (VERY IMPORTANT!): The M/C E-COMMERCE RATE ASSUMES THAT YOUR PROCESSOR HAS YOU CORRECTLY SETUP TO QUALIFY FOR M/C E-COMMERCE RATES. A LOT OF PROCESSORS SCREW THIS UP IN WHICH CASE YOU ARE NOT ECOMMERCE EVEN THOUGH YOU THINK YOU…

Sean, here is my additional input on your enhancement for design purposes: 136021: Basically the auth from the SO can only be used once as a delayed capture, it is then stale and you must obtain a new auth. So any subsequent Cash Sale after the first Cash Sale, should send a Sale to the gateway (which gets a brand new…

Here is the info from Payflow KB on how to have Payflow locally decline a mismatched AVS: Result code 112; Error: "Failed AVS check" Solution ID: vs8627 Answer: If you receive the error message, "AVS failed", Result code 112, follow these steps to resolve the issue. Processor AVS settings: Payflow allows merchants to…

My previous workaround explained how to disregard the preauth on the SO and get run a new Auth&Sale on the Cash Sale. But sounds like what you need is a re-auth on the SO. I am pretty sure you can do that by unchecking the "CC Approved box" and deleting the auth code and P/N ref# from the SO, then I am pretty sure the SO…

Here is the procedure: (1) Open the Sales Order (2) Uncheck the "Credit Card Approved" checkbox and erase the field with the auth code (3) Now press the Bill button which creates the Cash Sale (4) Notice on the Cash Sale how "Charge Credit Card" checked and the "Credit Card Approved" is unchecked and the auth code field is…

Chuck: there is no way in the V/MC system to electronically cancel an authorization. They only way is what you did, i.e. call or fax the card issuer and fight with them to cancel the auth. Yes I agree this causes a problem with debit cards linked to checking accounts. But, unfortunately, that's they way the system is. Now,…

I think everyone is missing my point. If you are even asking for a "re-authorize" button that means that you are pre-authorizing way too early in the process. You should never be in the situation where your auth is so old, that you need to re-auth. If the charge date (which should be = ship date) is more than 7 days past…

Ok, Here are the requirements for Visa: This would argue for method (B) which is overauthorize and then do a partial reversal to lower the auth amount to equal the delayed capture amount (the processor usually handles the partial reversal piece for you)--the point is that you have to overauthorize because underauthorizing…

YES agreed. That is the other design flaw in NS that revenue and cogs are mismatched!! I've posted several posts on this UG about this problem. Supposedly NS is going to re-engineer the CS and IF to eliminate the mismatching.

Baruch- Brian and I discussed this very problem. As an enhancement to CC processing, you should add a company setting called "# of days for CC auth to be valid" and I would default this to be 7 days which matches the V/MC rules for moto transactions. If the pre-auth on the SO is older than this user-definable # of day,…

While we are waiting for NS to respond if there is a built-in way to re-auth an SO....I have a work-around: (1) Open the original SO. Click the "Make Copy" button. This will create a new SO with exactly the same copy of the info from the first SO. Then go ahead an (re)auth the card on this new SO. (2) Edit the original SO.…

Dt, I just ran a test. (1) Sales Order - Cash Sale (2) Add Item (3) Add Visa card on Payment Tab (4) Use an incorrect Zipcode on purpose (5) Check "Get Authorization" (6) Save SO (7) Auth is approved by Payflow if you don't have AVS mismatch fraud activated ---The Above is the normal SO flow--- (8) Now Edit the SO. (9) I…

tonyfoti: If you use Pick/Pack/Ship and you are large operation and/or outsource to a warehouse, then you have a really complicated problem! See the other thread on this subject, I have posted several comments today. There are workarounds, but it requires you to bill the Cash Sale simultaneous with the Item Fullfillment so…

Well Ray, you are right...they have added a CC refund capability to "Issue Customer Refund" transaction (this is new in v11). So now you CAN do CC refunds if you use A/R (I.E. Invoice, Accept Customer Payment, Credit Memo, Issue Customer Refund), or if you don't use A/R (i.e., Cash Sales, Cash Refunds).

Don't re-authorize the SO, since that will get a new auth for the total amount (which is your complaint). Instead, this is your procedure: (1) The original SO is pre-authed ONE TIME for the full amount. You ship a partial qty. You Bill the partial qty with a Cash Sale. This FIRST Cash Sale will piggyback the pre-auth from…

Ok, the Issuer is wrong in this case and will lose. In The U.S. region: the V/MC rules permit 30 Days between Auth date and Settlement date. The 7 day rule pertains to the interchange qualification rate at which the transaction clears: Auth date and settlement date must be within 7 days to clear at the Visa CPS Mail Phone…

Sean, thanks. I am our resident NS credit card processing expert. I've worked with Brian Taylor and Baruch in the past on a some enhancements such as the Purchase Order# and Customer Code and Sales Tax for Purchasing Card Level2 compliance. My company, Axeus, is an ISO, and we do processing for several NS customers, so I…

There is an option to shut-off doing pre-auths on the Sales Order. Once that is off, then the authorization and capture will be done on the Cash Sale instead for exactly the Cash Sale amount, just like if you weren't using Sales Orders at all. That should be a work-around. Just we aware that you should run the Cash Sale to…

See the thread under "Payment Processing". Member Thomas posted a work-around, which is you erase the pre-auth code (which is pre-populated from the SO) from the 2nd and subsequent Cash Sales, and then NS will get a new fresh auth from Payflow.

Stuart, I am our resident user group expert on V/MC rules. Yes under V/MC rules, an authorization is only valid for 30 days. If you submit a clearing transaction with an auth that is > 30 days, you are subject to a chargeback for expired auth. Also, if there are more than 7 days between the auth date and the clearing date,…

Doing credits via Cash Sale form in NS is completely stand-alone and no reference to the previous sale is necessary. But, if you log into the Payflow Pro control panel and try to key the return thru there, then you will need to reference the original sale (which you can look-up with a tran search in the control panel).…

Baruch has opened the following Enhancement Requests, so please send a ticket to support to have yourself added to these requests: Issue Number 119428 Type Enhancement Severity S3 - Important Status Pending Investigation SLT Age 0 Months Release Target Under Review Abstract: CC Processing Pre-Auth Handling Enh Issue Number…

Baruch is the product mgr at netsuite that manages the cc processing interfaces.