Credit Card Authorization

Menu Path: None

To Use Credit Card Authorization, perform one of the following:

Click the Manual Authorize button on the Bill To tab or click the OK button in the ribbon in Order Entry.
Click the Release Selected button in the ribbon to release an order on credit card authorization hold in Credit Task Management.
Click the Release button in the ribbon to release an order on credit card authorization hold in Credit Hold Inquiry.

Note The Manual Authorize button is only enabled if you select the Use Credit Card check box, and if the Can authorize credit cards at order time check box is selected in User Extended Options for your user ID. If the Can authorize credit cards at order time check box is not selected, the order is placed on credit card authorization hold, and must be released in Credit Task Management.

Purpose

Authorize use of a credit card.

Overview

Use Credit Card Authorization to authorize a customer to use a credit card for an order by entering an authorization number and amount.

Note The amount authorized cannot be less than the value of the order itself.

Ribbon Home Tab Buttons

Button	Description
OK	Click this button to authorize the entire order. If you wish to continue order processing, click any of the other tabs in Order Entry, and then click OK to create the order after you have completed it.
Cancel	Click this button to close the Credit Card Authorization window without authorizing the order. If the Credit Card Authorization window appeared automatically after you clicked the OK button in Order Entry, the order is placed on hold for credit card authorization when you click this button.

Main Tab Fields and Buttons

Field or Button	Description
Type	This field displays the credit card type. For information on setting up credit card types, see Payment Terms Maintenance.
Number	This field displays the credit card expiration number.
Expiration	This field displays the credit card expiration date.
Name	This field displays the name on the credit card.
Order Total	This field displays the total monetary amount of the order.
Authorization	Enter your credit card authorization number.
Authorized Amt	Enter an amount equal to or greater than the order total that you are authorizing.