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Sales Order with Credit Card Payment


Processing an order that will be paid for using a credit card is very similar to processing a standard order.  Though the payment method will not impact how Avalara AvaTax functions it is important to understand the extra steps required to record the credit card payment. This example will be demonstrated using the P4210 Order Entry application.

Step 1

Enter the payment instrument in the sales order header representing credit card payment order. Then, continue to add items to the order verifying tax-related fields, to execute Avalara AvaTax Get Tax calculation, set the Tax Rate/Area field of the order lines equal to the value defined in ATTAXAREAC constant. A tax rate/area set to <blank> or any value other than the value found in constant will bypass call to Avalara AvaTax Get Tax calculation. Once all detail lines have been entered press OK. The Order Acceptance screen will be presented.

 


For more information on accepting credit card payments please review the Payment Processing manual.


Step 2

The tax rate and amount returned by Avalara AvaTax Tax Calculation are displayed and you are ready to enter credit card information (please note that if you are using P42101 to enter orders you can see this information on the Order Summary tab). The sales order will be recorded for further processing.

Note: On P42232 (Order Acceptance), the AvaTax calculation is done by Get Tax by document, in a single document or transaction for all the lines of the order not for every line, all lines of an order are submitted in one transaction.

 


Please note if errors exist or communication fails with Avalara AvaTax the CC Processing button maybe disabled.

 

Step 3

Once pressed you will be redirected to the Credit Card Payments screen.  Enter the credit card information and authorize the payment (using standard credit card processing or hosted pages functionality).  Then save the order.

Note: On PQ670041 (Credit Card Payments), the AvaTax calculation is done by Get Tax by document, in a single document or transaction for all the lines of the order not for every line, all lines of an order are submitted in one transaction.

Step 4

Continue to process with UBE RQ6704201 Credit Card Batch Authorization Process if needed. This report works with Avalara AvaTax.

Step 5

Next, run UBE RQ6704202 – Credit Card Batch Settlement Process this report work with Avalara AvaTax calculation is done by Get Tax by document, in a single document or transaction for all the lines.

Step 6

Continue to process the order through to Invoice Print (R42565).