After meeting with an OpenEdge representative and completing the initial integration with OpenEdge, there are additional preferences you can set.
- Login to aACE and navigate to Menu > System Admin > Preferences > Database Management.
- In the Integrations section, mark the flag for Payment Processing.
- Next to Payment Processing, click the link to Open Settings.
Authorize Card on Order Open
Charge authorizations on credit cards can occur at different times, depending on your system settings. The default timing is to authorize the credit card at time of payment. However, you can also have the card authorized as soon as the order is opened.
If you activate the settings to authorize on order open, aACE automatically requests the amount for authorization when a credit card order changes to Open status. If the authorization is approved, the payment amount will be held, ensuring that funds are available when the charge is captured. Authorizations are good for up to 45 days (depending on the bank and the credit card issuer). Please note that additional transaction fees may be incurred if an authorization is held for more than a few days without being captured.
These flags specify the billing terms for when a charge will be authorized. If you mark the flag for Credit Card, these settings are activated:
- On new orders where the Billing Terms field is set to Credit Card, the Payments section's field for Credit Card is a required field.
- The credit card specified for the order is authorized as soon as the order is opened.
This checks the credit card to verify sufficient funds are available, then places a hold on the credit card equal to the order's grand total. The card is not charged until the receipt is posted.
- The payment processor returns a Transaction ID, locking the amount of the bill until the payment is either canceled or applied.
The Transaction ID can be found on the Order screen by clicking the Information icon in the bottom-left.
Save Card for Future Use
This flag controls whether the system will retain the credit card alias.
- Cleared - Each credit card is considered a one-time use. The credit card alias is not stored in aACE and the card information must be re-entered every time the customer wants to use it.
- Marked - The credit card alias is stored in aACE. It can be selected from a drop-down list on the customer's later orders.
Note: aACE never stores actual credit card numbers. For PCI compliance, OpenEdge stores the credit card details on their secure servers, while aACE stores a unique alias representing the card.