Customizing Payment Card
Processing
Use
The following tables give an overview of the Customizing activities for payment card processing. The activities are divided into four areas:
- Basic Settings
- Settings for Transactions
- Settings for Authorization
- System Modifications.
For general information, see Payment Card Processing.
Activities
To access the activities in the first table, choose Customer Relationship Management ® Basic Functions ® Payment Cards ® Basic Settings.
Customizing activity |
What you do |
Assign Checking Rule |
Assign function modules to checking rules |
Maintain Payment Card Type |
Assign checking rules to payment card types, and specify whether card number are encrypted |
Assign Payment Card Category to Payment Card Type |
Assign categories to card types |
Maintain Payment Card Category |
Define payment card categories |
Maintain Payment Card Blocks |
Enter names and alphanumeric keys that describe reasons for blocking cards |
To access the activities in the second table, choose Customer Relationship Management ® Basic Functions ® Payment Cards ® Settings for Transactions.
Customizing activity |
What you do |
Define Customer Payment Guarantee Procedure |
Define payment guarantee procedures, such as payment cards |
Assign Payment Card Plan Type to Business Transaction |
Specify payment card as the payment plan type for the business transaction types in which you use payment cards |
Define Checking Group |
Specify various settings for authorization, such how long the validity period is, and whether the system interprets data from AVS and CVV checks |
Assign Checking Group to Business Transaction |
Assign checking groups to the business transaction types for which you use payment cards |
To access the activities in the third table, choose Customer Relationship Management ® Basic Functions ® Payment Cards ® Settings for Authorization.
Customizing activity |
What you do |
Determine Organizational Unit for Clearing |
Assign the standard role clearing to the organizational units in your company that process payment card transactions |
Define Merchant ID |
Enter the merchant IDs that clearing houses assign to you |
Assign Merchant ID |
Assign merchant IDs to organizational units and payment card types |
Determine Authorization Module |
Assign authorization modules to merchant IDs |
Define Texts for Check Results |
Enter short texts, that are displayed in transactions, describing the responses that clearing houses send you |
To access the activities in the fourth table, choose Customer Relationship Management ® Basic Functions ® System Modifications ® Payment Cards.
Customizing activity |
What you do |
Additional Fields for Payment Plan |
Customize the payment plan to include additional fields |
Additional Fields for Payment Plan Date |
Customize the payment plan to include additional fields |
Event Handler for Payment Plans |
Set the system to alert you to changes in transactions, such as a new currency or a new payer in the payment plan |
Determine Merchant |
Set the system to determine merchant IDs based on criteria other than organizational units |
Structure for Communication with Clearing House |
Specify how the system sends data to clearing houses, and how it reacts to information from the clearing houses. You can, for example, set the system to authorize all amounts over USD 5000.00 with a certain clearing house, and to ignore information from the clearing house in certain cases. |
Header and Item Data of Authorization |
Customize transaction documents by adding fields for data at header and item level |
Requirement for Authorization (Transaction-Dependent) |
Define additional requirements for successful authorization |
Merging/Split of Values to be Authorized |
Set the system to create multiple authorizations on one payment card, for example, if you plan multiple deliveries |