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

June 5, 2014 by Wayne Schulz

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.

Filed Under: Sage 100 ERP Tagged With: credit card, level 3, sage

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

June 5, 2014 by Wayne Schulz

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.

Filed Under: Sage 100 ERP, slider Tagged With: credit card, visual integrator

Options For Integrated Credit Card Processing In Sage 100 ERP 2013?

May 2, 2013 by Wayne Schulz

Beginning with Sage 100 ERP 2013 the ability to use PC Charge from Verifone as a way to integrate your credit card merchant account of choice to your  Sage 100 ERP has been discontinued. Instead Sage now offers integration to their own Sage Payment Services as the sole available option for integrated credit and other payment processing.

This has caused customers and partners to wonder whether third party options which re-enable credit card integrations to providers other than Sage Payments might be forthcoming.

At least one provider of such a solution had announced plans to upgrade their integration to work with Sage 100 ERP 2013.

Sage last night clarified their position on third party credit card integrations to Sage 100 ERP. In short they will not be allowed.

Starting with Sage 100 ERP Sage removed all credit card information from Sage 100 ERP and now stores it in the Sage Vault. From this location Sage can process integrated credit card transactions and does not need to subject each release of their Sage 100 ERP (including product updates) to an expensive PCI audit or review.

If you are using a credit card merchant other than Sage Payments and you wish to have integrated credit card processing in Sage 100 ERP 2013 then you will need to contact Sage Payments to obtain a merchant account through them.

 

via:

LinkedIn

Filed Under: Sage 100 ERP, slider Tagged With: credit card, integrated, processing, sage exchange, sage payments

Sage Payments QuickBooks Integration

November 10, 2012 by Wayne Schulz

I just stumbled across this literature from Sage which indicates their Sage Payments credit and debit card processing integrates to QuickBooks.  We don’t have any direct experience with this integration though their literature claims that the integration will “seamlessly flow back into your accounting software”.

Filed Under: Sage 100 ERP Tagged With: credit card, Debit Card, merchant processing, Quickbooks, sage payments

Sage Credit Card Solutions Detailed

July 5, 2012 by Wayne Schulz

In 2011 Sage Payment Solutions processed 135,775,501 transactions totaling $12,553,846,720 for 83,182 companies and organizations.

Soon, while using Sage Exchange integration to Sage 100 ERP,  you will be able to securely store credit card data off-site in the Sage vault and also have the option to process credit card transactions remotely.

For a general overview of payment processing options available see –  Sage – Credit Card Processing Is A Complete Payment Processing Solution.

 

 

 

 

 

 

 

Filed Under: Sage 100 ERP Tagged With: compliance, credit card, pc charge, PCI, sage exchange, sage payments

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