Status Flow
Authorization usually occurs after order entry. Settlement usually occurs after shipment confirmation, but before invoicing. The system follows order activity rules based on order type and line type combination. You can set up override status codes in the processing options for the following programs:
Sales Order Entry (P4210)
Release Held Orders (P43070)
Batch Authorization Report (RQ6704201 - single threaded queue)
Confirm Shipments (P4205)
Batch Settlement Report (RQ6704202 - single threaded queue)
Print Invoices (P42565)
Sales Update (R42800 - single threaded queue)
When you inquire on orders in the credit card information form you can identify the status of transactions that you want to see. For example, transactions that are authorized, settled, or declined, based on the prepayment status codes in the user defined code table (00/SP). The following statuses have been predefined. Please note 01, 03, and 04 are currently not used.
Read Next
- Payment Instruments
- Payment Sequence
- Credit Card Prepayment Hold Codes
- Constants
- Automatic Accounting Instructions
- Accepted Credit Card Types
- Credit Card Connection Settings
- Credit Card Clearing Accounts
- Credit Card Surcharge Rate Setup
- Authorize/Pay by Email Constants
- AutoPay UDCs
- Credit Card Reconciliation Setup
This Section Also Contains
- Credit Card Prepayment Information Flow
- Credit Card Prepayment Flow
- Credit Card Prepayment Setup
- Entering Sales Orders
- Updating Credit Card Prepayment Information - PQ670041
- Clearing Multiple Accounts Receivable Invoices with Credit Card Payment - PQ670042
- Uploading Customer Credit Cards on File - PQ670043
- Work with Future Dated Receipts - PQ670313
- Auto Invoice Payment Rules - PQ670315
- Authorize by Message Status Application - PQ674236
- Pay Invoice by Message Status - PQ674237
- Work with Companies by Store - PQ679912
- Credit Cards on File - PQ67CCIF
- Apply AutoPay Rules - RQ670315
- Surcharge Errors - PQ67SUER
- Batch Authorization of Credit Card Transactions - RQ6704201
- Settling Credit Card Transactions - RQ6704202
- Recording Settled Credit Card Transactions into Financial System - RQ6704203
- Credit Card Prepayment Analysis Report - RQ6704204
- Authorized Credit Card Expiring Report - RQ6704205
- Clearing Sensitive Card Holder Information - RQ6704208
- Credit Card AR Settlement Report - RQ6704209
- Deposit Settlement Report - RQ6704210
- Renew Credit Card on File - RQ6704212
- Credit Card Reconciliation - RQ6704213 & RQ6704214
- Credit Card Surcharge Fee Batch Report - RQ6704215
- Authorize by Email Automated Process - RQ6704216
- Create Invoice Payment by Email Process - RQ6704217
- Pay Invoice by Email Process - RQ6704218
- Update JDE Payments to PayCloud - Email Payment Document - RQ6704219
- Change Invoice Email Status to Expired - RQ6704220
- Credit Card Future Payments Process - RQ670429F
- Import Credit Card on File Information from Cloud - RQ67CCIF