Schulz Consulting 833-724-3100

Sage 100cloud Consulting

American Payment Solutions Announces Important Credit Card APSPAYS Update

by

If you are using American Payment Solutions / APSPAYS for your integrated Sage 100 / Sage 100cloud credit card processing please read the following notice.

Following significant feedback from the global PCI community and security experts, the Payment Card Industry Security Standards Council (PCI SSC), a global forum for the development of payment card security standards, today announced a change to the date that organizations who process payments must migrate to TLS 1.1 encryption or higher. The previous date of June 2016 has been moved to June 2018.

The original deadline date for migration, June 2016, was included in the most recent
version of the PCI Data Security Standard, version 3.1 (PCI DSS 3.1), which was
published in April of 2015. The new deadline date, June 2018, will be included in the
next version of the PCI Data Security Standard, which is expected in 2016. – Read More

Urgent TLS 1.0 & SSLv3 Disablement

Due to industry-wide mandates by the Payment Card Industry Council, the APSPAYS Gateway will remove support of transactions transmitted via SSLv3 and TLS 1.0 encryptions as of March 31, 2018.

The APSPAYS/Sage 100 revisions below have been updated to comply with the new PCI regulations. Compliance with these regulations requires the installation of the revisions, at minimum.

Below are the required updates for Sage 100 and Sage 100cloud credit card processing:

Download Revisions

Sage 100 2013 v5.00: http://asiservicecenter.com/additions/APS500Setup20.exe

Sage 100 2014 v5.10: http://asiservicecenter.com/additions/APS510Setup18.exe

Sage 100 2015 v5.20: http://asiservicecenter.com/additions/APS520Setup14.exe

Sage 100 2016 v5.30: http://asiservicecenter.com/additions/APS530Setup16.exe

Sage 100 2017 v5.40: http://asiservicecenter.com/additions/APS540Setup11.exe

Sage 100 2018 v6.00: http://asiservicecenter.com/additions/APS600Setup02.exe

For more information on how to enable TLS 1.1 or higher see:

Microsoft – Update to enabled TLS 1.1 and TLS 1.2 as a default secure protocols in Win HTTP in Windows – link

Support for SSL/TLS protocols on Windows – source

Msft ssl

Merchants not compliant with these regulations by March 31, 2018 will be unable to use the APSPAYS/Sage 100 Credit Card Processing Module.

If you have any questions or need assistance, please contact APS directly at 888.685.1900 and ask for the Integrations department or email us at Integrations@apsmerchants.com.

Here’s One Way To Pay Sage 100 Accounts Payable Invoices By Credit Card

by

zevez

 

Yesterday the question of how to pay off accounts payable invoices by credit card was asked in my 90 Minds group.

While Sage 100 allows vendors to be marked as credit card vendors and facilitates a way to allocate the amount paid from the credit card payment the process can be a little cumbersome.

Enter Zevez. This integration, which can be free initially (about $1,500 yearly after the first year) to certain American Express cardholders, automatically generates payment vouchers which an be used to advise vendors to charge a credit card for the specified amount.

The Zevez solution works with nearly all versions of Sage 100 (reportedly up to version 2016) and generates a data file which Sage 100 Visual Integrator uses to record the proper account for credit card vendors.

From the Zevez website:

RewardWorks software integrates with your existing software to improve your Accounts Payable system. Now you can process, pay, post and reconcile invoices using a credit card instead of a check. RewardWorks enables you to make hundreds of invoice payments on your card with just a few clicks.

Call Zevez for a customized report to identify which vendors you can pay by card, and see how much your company can earn with RewardWorks.

RewardWorks is visual, intuitive and easy to learn. Our training plan will ensure that your accounts payable staff is comfortable using RewardWorks so you can begin paying invoices by card. To get you started, Zevez will provide you with a detailed list of your vendors that accept cards. RewardWorks manages vendor acceptance terms, invoices and card information all within a completely secure environment.

Behind your secure firewall, RewardWorks safely communicates with your accounting system to present invoices for payment that have already been entered, so no additional data entry is required. Invoices paid in RewardWorks are immediately updated in your accounting system, maintaining vendor identity, audit ability and accounting system integrity.Our dramatically improved payment posting and reconciliation experience gives accounting control of the card payment process.

Vendor Reports
A Vendor Report is a great way to know which of your vendors already accept credit cards and how much you could earn in reward points just by using your credit card to pay some of your bills. Vendor Reports can be a stand alone product to tell you which vendors you could pay using a card or you can use it to jump start your RW software usage. Large volume vendors are called directly and presented in a detailed, customized report. Other vendors are matched to a large database we have. The report can give you an idea of what overall charge volume potential you have in your current accounts payable.

RewardWorks integrates with accounts payable software to help track and batch credit card payments. It makes it easy to earn lots of reward points by using your credit card to pay for accounts payable. Combining a Vendor Report with RewardWorks software will help you earn the most reward points faster.

 

 

For more information contact us.

How To Delete A Credit Card in Sage 100

by

credit cards_800

 

The Sage 100 knowledgebase offers this advice for removing a credit card from a customer account:

  1. Open Accounts Receivable, Main menu, Customer Maintenance
  2. For Customer No., select the customer
  3. Click the Additional tab
  4. If deleting Primary Credit Card, highlight the Card ID and press the Delete key
  5. For non-primary cards click Credit Cards button to open Customer Credit Card Maintenance
  6. Select the Card ID from the lookup
  7. Click Delete (if the Delete button is not available, the card is the Primary Card)
  8. Close the Customer Credit Card Maintenance window
  9. Back in Customer Maintenance, click Accept

I have discovered another reason the delete button may be grayed out.

Why Is The Delete Button Grayed Out When Attempting To Remove A Customer Credit Card?

If you are attempting the deletion from a user account without the Sage 100 user rights to REMOVE a customer, then you will also see the DELETE button as grayed out until you assign the appropriate Sage 100 rights as shown below.

The user must be assigned to at least one role where the REMOVE option is checked or they will see a grayed out delete button when trying to delete a customer credit card – even if they follow all the instructions above.

cc_rights

 

 

How To Setup Level 3 Credit Card Processing For Sage 100 ERP v2013+

by

Sage have just uploaded a video which walks through the steps to configure level three credit cards (government or business purchasing cards) for use as a payment type when integrated to Sage Payment Solutions.

There are really only two main differences:

A checkbox on the payment screen to indicate “level 3” type card is being used

An added field for commodity code.

Commodity codes are used by corporate purchasing organizations to segment and
manage their total spend across diverse product lines. There is no universally accepted
commodity code standard, but the United Nations Standard Products and Services Code
(UNSPSC) is widely deployed.

In order to use level 3 credit card processing you must be on version 2013 or 2014 of Sage 100 ERP.

How To Import Credit Card Numbers to Sage 100 ERP V2013+

by

credit cards_800

Often when migrating from one accounting system to Sage 100 ERP there are different types of data which you’d like to import. Most of that data such as customer and vendor master information is fairly straightforward. Sage has a great tool called Visual Integrator (pdf) which is used for importing from a source file (we recommend CSV or Comma Separated Value formatted file) into virtually any Sage 100 ERP data table.

There are however some trickier items that require added thought to develop an import routine. One such data import is the process of pulling in customer credit cards. Usually if you’re accepting credit card payment from your customers you’ve also accumulated quite a file of “on hand” numbers for regular customers who ask that you simply charge their latest order to the card you keep on file.

In order to get that initial credit card information imported to Sage 100 you’ll need to follow some basic steps:

  1. Open Visual Integrator, Main, Import Job Maintenance
  2. Create new import into AR_CustomerCreditCard table
  3. Click Perform button and enter the following information:
  • Perform Type = After Assign
  • File Type = Standard
  • Table Name = AR_CustomerCreditCard
  • Column Name = CustomerNo
  • Sequence = 001
  • Command = coBusiness’ARCreditCard’AddNewCreditCard(Temp001$,Temp002$,Temp003$,Temp004$,Temp005$)
  • Click Accept button
  • Import File: browse to soucefile to be imported
  • Select Data Tab and enter the following fields:

Click Add Temp Field button to create Temp001
Data Type = String
Operation = Replace from column in sourcefile that contains the credit card payment type
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Click Add Temp Field button to create Temp002
Data Type = String
Operation = Replace from column in sourcefile that contains the full credit card number
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Click Add Temp Field button to create Temp003
Data Type = String
Operation = Replace from column in sourcefile that contains the expiration year
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Click Add Temp Field button to create Temp004
Data Type = String
Operation = Replace from column in sourcefile that contains the expiration month
Assign Temp On = Key Assigns Only
Select Clear on each Record checkbox
Payment Type
Operation = Replace from column in sourcefile that contains the credit card payment type

CreditCardGUID
Operation = Calculated
Calculation = Temp005$

CreditCardID
Operation: Replace from column in sourcefile that contains the Card ID6

 

For more information login to the Sage KB and navigate to this Sage Article.

Contact Us

Schulz Consulting
160 Oak Street
Glastonbury, CT 06033
Phone: 833.724.3100
Email Us
Locally serving all of Connecticut, Massachusetts, Rhode Island, Vermont,
New York, New Jersey. Available remotely nationwide. We are a local affiliate of DSD Business Systems.