Hi
Customers can make payments using credit card. one of our clients wants to use Accounts receivables ->Payment journals for this. Not just by selecting method of payment as credit card but they want to record card number and charge the card and record the receipt entry in payment journal. Does Ax support credit card processing in payment journals.
Please advice.
Regards
Setty
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Hello Setty and Ludwig,
The option to use a credit card for a payment on account or one that is not applied to the credit card, lies in the Retail module. By setting the Call center and a user up as a Channel user, this allows the user to select in the AR payment journal> Functions> Credit card to create a payment or prepayment for a customer. (Retail> Common> Call Center> Channel user functionality)
Thanks Ludwig
I will check with MS for this issue. Appreciate your help.
Hello Setty,
I am not a Microsoft employee/developer/etc. and can thus not answer you this question. The best thing that I can recommend is trying to post a request for a product enhancement on the MS Connect website. If MS considers this functionality as important they might bring it into the Standard solution for all users. Other than that you can contact somebody from the MS support team directly by opening a support case. They might be able helping you further in regards to answering your question.
If you need to find a solution for your customer in the short-term, the only option that I see is making a system adjustment.
Best regards,
Ludwig
Hi Ludwig
The workaround did not work with the client. Is there a possibility for Microsoft to support credit card processing in payment journal. What is Microsoft's response to this issue. Do you have any clue?
Setty
Hi Hsetty,
Would be great if you could Keep us updated on that and what solution you finally decided to use as other community members might run into the same issue. Many thanks and all the best,
Ludwig
Hi Ludwig
This could be a possible workaround. I need to check the feasibility. Financially it would be correct it is just the process that i need to validate.
Appreciate your help.
Thanks
Hi Hsetty,
Put in a nutshell you need to change the payment method for a sales order (that has already been invoiced) subsequently from check to credit card and ensure that all the credit card details are processed correctly. Is that right?
To my knowledge this is not supported out of the box in customer payment journals.
What I could imagine is a workaround in a way that you create a credit note for the first sales order that was processed by check and create a new sales order in order to get the credit card transactions processed. If you use a dummy item or category this should be quite simple and feasible as your inventory is not affected. It might require some clicks more but I believe using this or a similar kind of workaround will at the end of the day be cheaper than implementing a system adjustment.
What is your view on this?
Ludwig
This scenario is by not using sales order to process credit card.
Hi Ludwig
Thanks for the update. The problem is sales order processing the payment method is check with say 10 days credit period, later customer informs of his desire to make the payment via credit card instead of a check. In this case i need to use AR->payment journal to settle against the sales invoice. But in AR payment journal there is no option (like Sales order) to select/record a credit card number and charge the card to record the money received.
The document does not explain this process in Ax.
Is Ax capable of handling this.
Regards
Setty
Hello Hsetty,
Here is a document that probably give you more and better insights than I could describe here:
www.microsoft.com/.../details.aspx
Please also have a look at this post that has been released recently:
www.pymnts.com/.../mastercard-microsoft-payments-partnership
Hope this helps,
Ludwig
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