Use this procedure to prepare Microsoft Dynamics AX to preauthorize credit cards that are submitted for the payment of sales orders. When a credit card payment is preauthorized, the credit card holder's name, billing address, credit card number, and available credit are verified. The customer's available credit is also reduced by the amount of the sales order. When the order is ready for invoicing and payment, the credit card charge is processed and the customer's credit card is billed.

You can set up credit card preauthorizations to be completed by one of two credit card processors: Microsoft Dynamics Payment Services or Authorize.Net.

Note Note

You can use only one credit processor at a time in each company.

Set up Microsoft Dynamics Payment Services as the credit card processor

  1. Click > > > .

  2. On the tab, select the check box for the credit card processor.

  3. Select the ID for the accounts receivable journal that payments for each credit card type should be posted to.

  4. On the tab, select the check box to test the authorization process. Transactions that are sent to the credit card processor will be treated as test transactions, rather than business transactions.

  5. Enter your e-mail address and Microsoft Windows Live™ ID account password.

  6. Click to open the Microsoft Dynamics Payment Services Web site using the URL specified in the field. To manage your account information, click the button.

Set up Authorize.Net as the credit card processor

  1. Click > > > .

  2. On the tab, select the check box for the credit card processor.

  3. Select the ID for the accounts receivable journal that payments for this credit card should be posted to.

  4. On the tab, enter the login ID, which is supplied by Authorize.Net.

  5. Enter the transaction key in the field. This key identifies your organization to Authorize.Net and allows transactions to be processed. To help protect this sensitive information, the transaction key will not be displayed as you enter it.

  6. Enter the version number of Authorize.Net that you are using to communicate with Microsoft Dynamics AX.

  7. Enter the URL of the Web site that hosts the approval program.

  8. Close the form.

See Also