Authorize.NET Setup Guide

Transcription

1 Savance Phone: Fax:

2 Table of Contents Overview 3 Obtain the Transaction Key 3 Configure Application Settings 4 Configure Webstore Settings 4 Example Flowchart 5 Miscellaneous Options 6 1 Transaction... History 6 2 Security... Objects 7 3 View an... Order Transaction Online 8 2

3 Overview This document will walk you through setting up Authorize.NET in Savance Enterprise. Before getting started, you will want to make sure you have signed up for an Authorize.Net account. This can be done at Obtain the Transaction Key Once you have established an account, a transaction key is needed. The payment gateway generated transaction key is a complex value that uniquely identifies a merchant s payment gateway account. It is similar to an account password. Transaction keys are used to authenticate requests submitted to the payment gateway. Please follow these steps to obtain a transaction key: 1. Log into your Authorize.Net account at 2. From the main menu, go to Account -> Settings. 3. Go to the Security Settings section. 4. Click API Login ID and Transaction Key. 5. Enter the answer to your account s secret question. 6. Click Submit. 3

4 Configure Application Settings Once you have obtained the Authorize.Net Login Name and Transaction Key, you are ready to start configuring. In the Enterprise application, go to Sites -> Site Settings and key in the Authorize.Net Login Name and Transfer Key that you previously obtained. You can have two separate sets of keys, one for card not present and one for card present, but both are not required. You want card not present for the web. You can place Authorize.Net in Test mode first to do a test order without actually charging the credit card. Uncheck that, and you are ready for production. The Authorize.Net Standard Site URL is typically left blank, in which case it defaults to secure.authorize.net/gateway/transact.dll. In certain cases, you may want to specify the test site URL, which is Configure Webstore Settings There is additional configuration on the web store. Go to Admin -> General Settings. There is a section relating to Authorize.Net. You will see the API Login ID, Transaction Key, and Test Mode on/off, just as you specified in the Enterprise application. You also have the option to either Process Credit Cards During Web Order Conversion or Process Credit Cards Later (Usually in the Enterprise Application). With Process Credit Cards Later set, when a user submits an order and puts in their credit card information, it creates an Authorized/Pending Capture transaction on Authorize.Net. When you convert the order in Enterprise, you will then be notified that there is a pending payment. You will now have the option to finalize the payment Savance 4

5 Example Flowchart Below is a flowchart relating to how Enterprise decides which Authorize.Net information settings (either Card Not Preset or Card Present). 5

6 Miscellaneous Options 6.1 Transaction History If you would like to view the Authorize.NET transaction history for an Order, PO, or RMA, simply open it up and go to History > AuthNet Logs. This is helpful if you would like to look up a transaction in the Authorize.NET online interface. If you'd like to view possible errors or other messages given in the transaction, this information can be found in the Ret Result Message column on the far right. You can also view the actual payments as well by going to History > Payment. This will give detailed information on when payments were made, who made them, and how much was paid. If you want to search among all Authorize.NET logs instead of only the logs for a specific Order, go to Accounts > Accounting Manager > AuthNet Logs. This will allow you to search based on an account or invoice #. You can also leave those fields blank and simply search for all transactions between a given date range Savance 6

7 6.2 Security Objects There are a couple of security objects that relate to Authorize.NET. You can edit security objects by going to Admin > Administrator > Security. The first security object is Application Security Objects > Accounting Manager > AuthNet Logs. Unchecking this will hide the Auth Log and Tran Key columns from the AuthNet Logs (both in the Accounting Manager and in Orders). The second security object is Application Security Objects > Order Actions > View CreditCard Info. This will remove the Card Code completely and only show the last 4 digits of the Credit Card Number. Again, this applies to the AuthNet Logs in both the Accounting Manager and in Orders. It 7

8 will also hide this information in History > Payment for Orders. 6.3 View an Order Transaction Online You can look up the Transaction ID in Savance Enterprise by opening an order and going to History > AuthNet Logs > Ret Transaction ID. You will then be able to look up the corresponding entry online once you log into Authorize.net. Once you have logged in, go to the Transaction section of the Search and enter in the ID Savance 8

9 This will then bring up all the information in Authorize.net. Basic information will be show here. You can view even more details by clicking on the Trans ID. This will bring up the Transaction Detail to show you all the information corresponding to this transaction directly in Authorize.NET. If you would like to look up the corresponding order in Savance Enterprise, simply search for the Invoice # (which corresponds to the Quote #) in the Enterprise search. 9

10 Thank you for choosing Savance! Savance Phone: Fax: SE-SG-Authorize.NET 1.1.0