You are in the process of integrating with a service provider for customer payments by credit card. You have gone through the needed scoping changes, set up the communication arrangement, Clearing House, Clearing House Account and maintained proper supplier details for your service provider, however, despite of that, the Register With <Service Provider Name> button is not available in the account's master data.
Reproducing the Issue
- Go to Receivables work center.
- Go to Customers view.
- Select a customer account and click Edit -> Financial Data.
- Go to the Bank Data sub-tab.
In the Credit Cards section, you are missing the Register With <Service Provider Name> button, therefore you cannot generate a token and add the credit card in the system.
You are not able to generate a token with your service provider because the clearing house account usage has been set as external only. The external usage means that transactions can only be created through Point of Sales (PoS), externally to the system from a PoS machine.
For creating credit card transactions within Business ByDesign, you have to change the usage of your clearing house account to either Internal or Internal & External.
In order to assign the correct usage to your clearing house account, you have to close the current account, since the field is no editable, and create a new one with proper setup. You can manage you clearing house account by the following steps:
- Go to Liquidity Management work center.
- Go to Clearing House Accounts view.
- Find your clearing house account and close it.
- Create a new clearing house account and set usage to either Internal or Internal & External.
After that, the Register with <Service Provider> button becomes visible on the customer's master data.
Note that, once you close a clearing house account, you cannot create a new with the same Merchant ID. You have to request a new Merchant in order to identify your company.
KBA , SRD-CC , Cross Components , How To