You can modify the details of a payment card type by using
the Payment Card Type Details screen.
About this task
To modify
a payment card type:
Procedure
- Navigate to the Payment Card Type Details screen.
To navigate to the Payment Card
Type Details screen, perform the following steps:
- Log in to Sterling Business Center as a system administrator or a system setup administrator.
- From the System Setup home page,
expand the Payments menu, and then click Manage
Payment Card Types.
- The Payment Card Types Search screen
is displayed. In the Payment
Card Types Search screen, enter the search criteria, and
click Search to complete
a basic search.
- The payment card types that match
the search criteria are displayed. Click the Payment Card Type hyperlink.
The Payment Card Type Details screen
is displayed.
Note: If there is only one payment
card type that matches the search criteria, the details of the corresponding
payment card type are automatically displayed.
- In the Payment Card Type Details screen,
you can modify the following values:
- In
the Short Description box,
enter a brief description of the payment card type. The maximum number
of characters you can enter is 40 characters.
- In the Long Description box, enter a detailed
description of the payment card type. The maximum number of characters
you can enter is 100 characters.
- In the Cash Back Limit box, enter
the amount of cash that can be withdrawn in a single transaction by
using the specified payment type. Cashback amounts on a payment method,
cannot exceed the cashback limit.
- From the Authorization Reversal Strategy,
select any one of the following values:
- Do Not Reverse: Select
this option if you do not want to implement an authorization reversal
strategy.
- Reverse When Expired:
If you select this option, a reverse authorization request is generated
when an authorization expires.
- Reverse Excess: Select
this option if you do not want to use authorizations that exceed the
order total or settlement request. This option reverses expired authorizations
and any charge request transaction that is not usable.
Note: If you want to inherit Authorization
Reversal Strategy from the Payment Type Details window,
leave this field blank.
- From the Partial Reversal Supported,
select any one of the following values:
- Select Inherit From Payment
Type, if you want to inherit Partial Reversal Supported
from the Payment Type Details window.
- Select Yes to
reverse authorizations in excess of the order total by reversing the
excess authorization amount only.
- Select No to reverse authorizations
in excess of the order total by reversing the entire authorization
amount and then submitting a new authorization for the order total.
- From the Use Same Authorization Multiple
Times, select any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Use Same Authorization
Multiple Times from the Payment Type Details window.
- Select Yes if you want to allow the same
authorization for multiple transactions.
- Select No if
you do not want to allow the same authorization for multiple transactions.
- From the Charge Consolidation Allowed,
select any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Charge Consolidation
Allowed from the Payment Type Details window.
- Select Yes if you want to consolidate
charge requests.
- Select No if you do
not want to consolidate charge requests.
- If you selectCharge Consolidation Allowed in
the previous step, then, enter the timeframe (in hours) in the Consolidation Window (Hrs) box
for charges to be consolidated within.
- From the Charge Up To Available, select
any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Charge Up To Available from
the Payment Type Details window.
- Select Yes to allow charging up
to the available amount.
- Select No if you do
not want to allow charging up to the available amount.
- From the Support Zero Amount
Authorization, select any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Support Zero Amount Authorization from
the Payment Type Details window.
- Select Yes if you want to support
zero amount authorization for this payment type.
- Select No if
you do not want to support zero amount authorization for this payment
type.
- From the Processing Not Required, select
any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Processing Not Required from
the Payment Type Details window.
- Select Yes you want to create a pre-processed
Charge Transaction record of type CHARGE. For example, cheque or cash.
- Select No if you want
to invoke the appropriate user exit for payment processing.
- From the Payment Void Supported,
select any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Payment Void Supported from
the Payment Type Details window.
- Select Yes if you want to void the payment
type for the particular transaction.
- Select No if you want
to refund the payment.
- From the Allow Authorization To Exceed
Settlement Request, select any one of the following values:
- Select Inherit
From Payment Type, if you want to inherit Allow Authorization To Exceed Settlement
Request from the Payment Type Details window.
- Select Yes to allow an authorization amount
to exceed a settlement amount.
- Select No if you do
not want to allow an authorization amount to exceed a settlement amount.
- In the Hours Before Authorization
Expiration box, enter the number of hours before authorization
for a particular payment type that expires. If left empty, it will
inherit from the payment type.
- In the Hours Authorization Can Still
Be Reversed box, enter the number of hours that authorization
for a particular payment type that can still be reversed. If left
empty, it will inherit from the payment type.
- Click Save.