Credit Authorization Detail Viewer (CARD)

The CARD viewer displays credit authorization details for a range of dates. Use this viewer for customers with Point-to-Point Encryption (Option 1345 "Point to Point Encryption on System" must be set to Y) to void a credit card transaction, as well as add a sale or credit transaction. These transactions are typically adjustments and therefore have no impact on Eagle End-of-Day reporting or General Ledger passoff.

Notes:

• It does not work with any private label, gift cards, or in-store Debit.
• Transactions to branded debit cards (Visa/MC/Discover) work as sale/refund transactions but not as debit transactions due to lack of PIN.
• This feature requires the new Security bit 1156 "Access CARD Payments Dialog in CARD Viewer" and existing Security bit 573 “Controls access to VIEWCAD, RCAD, " set to Yes.

 

 To void an existing Credit or Sale transaction:

1. Display the Credit Authorization Detail Viewer (enter Card in Ebrowser’s Launch bar).
2. Use the lookup criteria to find the transaction.
3. Highlight the transaction in the grid and double-click.  A dialog box displays.

   

4. The Transaction Type defaults to V (Void) and the transactions information displays.
5. If this is the correct transaction, click OK to proceed with the void. You will receive a response from the processor within a few seconds.
6. Click in the viewer and you should see the Transaction Status column changed to “Voided”.

Note:  Depending on the processor voiding a transaction must occur within x hours of its creation (refer to your processor). Outside of this time limit use the steps below to issue a Credit transaction.

 

To add a Credit for an existing Sale transaction:

1.  Display the Credit Authorization Detail Viewer (enter Card in Ebrowser’s Launch bar).

2. Use the lookup criteria to find the transaction.

3. Highlight the transaction in the grid and double-click.  A dialog box displays.

4. If this is the correct transaction change the Transaction Type to R and Click OK to create the credit. You will receive a response from the processor within a few seconds.

5. Click Refresh in the viewer and the new Credit transaction will appear. 

 

To add a Sale for an existing Credit transaction:

1.  Display the Credit Authorization Detail Viewer (enter Card in Ebrowser’s Launch bar).

2. Use the lookup criteria to find the transaction.

3.  Highlight the transaction in the grid and double-click.  A dialog box displays.

4.  If this is the correct transaction change the Transaction Type to S and click OK to create the Sale. You will receive a response from the processor within a few seconds.

5. Click Refresh in the viewer and the new Sale transaction will appear. 

 

To add a Sale or a Credit:

1. Display the Credit Authorization Detail Viewer (enter Card in Ebrowser’s Launch bar).

2. From the Miscellaneous menu, select P “CARD Payments”. 

3. Select either R (to create a Credit) or S (to create a Sale) and fill in the required information. Entering the card number will launch this secure card entry dialog that communicates directly to the Epicor Gateway to return a token for the card. 

   Note: Zip Code and Security Code (CVV) are not required but may reduce processing fees if included.  

4. Click OK to create the transaction. You will receive a response from the processor within a few seconds.

5. Click Refresh in the viewer and the new transaction will appear. 

 

As part of the CARD Payment process, you can print a "Back Office Voucher" in case a cardholder or some other party requires evidence of a transaction. To print a transaction voucher:

1. Launch the CARD viewer.

2. Highlight a transaction in the grid.

3. From the Miscellaneous menu select R - Print Back Office Voucher. The list of installed Windows printers (on the PC) display. The default printer is highlighted.