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Payment Processing

Credit Card Reconciliation Setup

Before you can begin using Credit Card Reconciliation processing you must setup a Connection Name by following these steps:

Step 1

Go to Connection Setting (PQ67SYS1) and locate the connection for the environment in which you wish to use Credit Card Reconciliation processing and select form exit CC Processor.

Step 2

Setup the credit card types as follows:


Each time the reconciliation report (RQ6704213) runs it updates the date and time here to reflect when it was executed.  The primary key of the table where it stores the data includes the PayPal Report ID. This must be different for each execution to avoid a primary key error.

Name Explanation
Connection Name

A name defined by the company that describes the purpose of the connection (e.g. PayPal® Testing – used for test transactions). The connection name must match name of the connection name set in the PQ67SYS1.
Credit Card Type The credit card types your business will accept. From Connection Name, go to form exit and select CC Types.  Then, add the Credit Card type as set in UDC 00/CA and Tender Type as defined in PayPal® (PayPal® Manager)
Processor Name The entity that process the credit card payments. This name should be the same defined on the PayPal® Account by Processor.
Bank ID User define code that identifies the bank that is going to be used to settle transactions per connection name and credit card type.
Date Transaction The beginning date the process/report will use to get the settled transactions. This date has to be set manually the first time.  After that the date will be updated every time you run the Load PayPal® Settle Transactions report.
Time Transaction

This time indicates the time the Load PayPal® Settle Transactions report was run. This time has to be set manually the first time. After that the time will be updated every time you run the report.
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