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Function documentationCredit Card Verification

 

This function allows you to request the card verification value (CVV) for credit cards in the CRM WebClient. The CVV is a security feature for credit cards. The verification number is intended to prevent the use of fake or stolen credit dard details, as it enables merchants to determine whether a credit card is physically present. In accordance with the guidelines of the credit card companies, the CVV can only be requested; it may not be stored or used (printed on a receipt or bill, for example). This ensures that the CVV has to be requested again with each new transaction. In the Interaction Center, the CVV data is kept temporarily and deleted when the contact is ended.

Prerequisites

In process Customizing (transaction CRM_ISU_PROC) for the CONTRACT_START process, you have maintained the CVV check groups in the Check Group Ex. Card and Check Group New Card fields. The Check Early checkbox must be selected for these fields (maintenance view CRMV_TC_AUTH).

You have identified or created and confirmed an account in the CRM WebClient.

You have identified and confirmed the premises.

You are either in the Quotation Management, New Quotations process, or the Contract Management, New Contracts process. You have selected the Account and Payment Data process step. You are in the Payment Data for New Contracts view. You now want to allocate an existing card to the business agreement, or create a new card.

To use this function, you must activate the business function Energy Supplier (CRM_UT_ER_1).

Features

  • Check CVV when contracts handled the same

    • Allocate existing card:

      After selecting the card from the dropdown box, the CVV field is ready for input. You can now enter the CVV number:

      • The traffic light after the CVV field remains yellow as long as no check (number entered) has taken place.

      • The traffic light turns red if the result of a check is negative.

      • If the check is successful, the traffic light turns green and the CVV field is no longer ready for input.

      You cannot access the Account and Payment Data process step until you have entered a valid CVV.

      Caution Caution

      Access is not prevented in the following cases: Selection of another payment type, creation of a bank or a card and navigation to "Separate Handling of Contracts" if more than one contract item exists.

      End of the caution.

    • Create new card:

      You can use the New Card pushbutton to create a new card in a dialog box. You can now enter the CVV number after the card number. The system behaves in the same way as described under Allocate Existing Card:

      • The traffic light after the CVV field remains yellow as long as no check (number entered) has taken place.

      • The traffic light turns red if the result of a check is negative.

      • If the check is successful, the traffic light turns green and the CVV field is no longer ready for input.

      You can use the Copy pushbutton to go back to the Payment Data view. This navigation is only possible if you have entered a valid number.

      Caution Caution

      However, navigation is possible if you choose the Cancel Dialog Box pushbutton. The new card is deleted and you go back to the Payment Data view.

      If you have entered a valid CVV, when you go back to the Payment Data view, the new card is entered in the DDLB and the CVV field contains a valid CVV number. The CVV field is then no longer ready for input.

      End of the caution.

  • Check CVV when contracts handled separately:

    You are in the Account and Payment Data process step and the Payment Data for New Contracts view. You can now use the Separate Handling of Contracts pushbutton to process multiple items. A table containing all possible contract items is made available. You can allocate a separate business agreement to each item. The incoming payment method of this business agreement is displayed in the table. You can use the dropdown box, to allocate a payment method of the confirmed business partner to the business agreement.

    • Allocate existing card:

      After selecting the card from the dropdown box, the CVV field is ready for input. You can now enter the CVV number:

      • The traffic light after the CVV field remains yellow as long as no check (number entered) has taken place.

      • The traffic light turns red if the result of a check is negative.

      • If the check is successful, the traffic light turns green and the CVV field is no longer ready for input.

      You cannot access the Account and Payment Data process step until you have entered a valid CVV.

      Caution Caution

      Access is not prevented in the following cases: Selection of another payment type, creation of a bank or a card and navigation to "Separate Handling of Contracts" if more than one contract item exists.

      End of the caution.

    • Create new card:

      You can use the New Card pushbutton to create a new card in a dialog box. You can now enter the CVV number after the card number.

      The system behaves in the same way as described under Allocate Existing Card:

      • The traffic light after the CVV field remains yellow as long as no check (number entered) has taken place.

      • The traffic light turns red if the result of a check is negative.

      • If the check is successful, the traffic light turns green and the CVV field is no longer ready for input.

      You can use the Copy pushbutton to go back to the Payment Data view. This navigation is only possible if you have entered a valid number.