subject: Setting Up Credit Card Payment On Dynamics Pos [print this page] There are 2 entry methods used by Dynamics POS to process credit card authorizations and captures: manual entry and card swipe. In this article I will talk about how to set up Retail headquarters in AX 2012 to facilitate both of these methods.
Prerequisite: you will need to set up MS Payment service account and make sure it is configured on payment processor side before you can complete successful card authorizations. POS hardware profile should also be configured with EFT account credentials used to connect to MS Payment service.
The following is the list of setups required in Retail module of AX 2012 to allow cc processing:
Retail->Setup->Payment method->Payment method. You should have one payment method with Default function 'Card'
Retail->Setup->Payment method->Card types. You will need to have one card type for each type of credit card that the store will accept as a valid payment. For example, set card ID as MC, Card type mane as Master Card, Card type as International credit card and Card issuer as MC.
Retail->Setup->Payment method->Card number. You will need to create Card number for each Card type you set up. To continue with Master card example, you will select previously created Card type MC as Card ID and enter Card number from as 5000, Card number to as 5999 and Length of card number as 4.
Important note: there is a typo in Dynamics AX help file that incorrectly states that card number length in this case should be 16. That is not correct and it will cause an issue when processing cc payment with card swipe.
Retail->Common->Retail channels->Retail stores. Go to Set up tab and click Payment methods. Here you would need to create a record for a 'Card' payment method that you created in step 1. Make sure you select 201 as POS Operation ID (this will allow manual card entry at POS terminal when 'Pay card' button is clicked).
Retail->Common->Retail channels->Retail stores. Go to Set up tab, click Payment methods, select 'Card' payment method you created in step 4 and click Card setup button. Here you will need to add all Card types (created in step 2) that you want to allow in the store. Make sure to check Check expiration date and Allow manual card numbers check boxes.
Retail->Setup->POS->Screen layout. Main screen layout on the POS should include Payments button grid (usually Button grid ID 5). This grid should have 'Card' button that is linked to Action Item 'Pay card'. This setup will allow manual entry of cc information.
Then you will have to install and configure MSR itself. Depending on hardware manufacturer, the installation will vary but the end result should remain the sale: configuration utility used will recognize card swipe and will display card information on the screen.
Once that is achieved, you will come back to hardware profile used by POS terminal and will input MSR type (usually OPOS standard), device name (as specified in OPOS configuration utility) and description (optional). Also you will verify that Start track 1 and 2 as well as Separator match the ones you can see when you swipe a card in configuration utility.
Finally, run 2 jobs: N-1070 'Stores and tenders' and N-1090 'Registers', restart POS application and get ready for testing.
Manual entry:
Log in to POS
Type/scan item # and press Enter. Item should have sales price other than zero
Click 'Pay Card' payment button
Enter required cc info in opened form
Click OK
Depending on weather on not MS Payment service is connected to live merchant ID of selected provider you should get one of the two possible results: successful authorization or decline. If you get Error code: 50000 then setup in Retail module was not completed properly and retail log on the POS database machine will be the best source to investigate the root cause of the error.
Card swipe:
Log in to POS
Type/scan item # and press Enter. Item should have sales price other than zero
Swipe card through MSR
Click OK in opened form
The expected result is new popup window should open when you swipe card. This form is very similar to the one that opens when you click 'Pay Card' button except that all fields are greyed out as they are populated directly from the magnetic stripe.
That is it. Of course, for the test to be successful, MS Payment service account needs to be configured with the one of the payment providers available through this service (FirstData, CybeSource, PayPay, etc.) You will need to provide Merchant ID that was automatically generated when you sign up with the selected provider to your contact at provider's side so that it can be linked to the bank of your choice. You will need to sign contracts both with payment provider and the bank.
Next time I will talk about reason codes and different situation you may want to use them. It's a very flexible feature of Dynamics AX POS.
