Authorize.NET Setup Guide

Savance

Phone: 248-478-2555 | Fax: 248-478-3270

www.savanceenterprise.com

© 2014

2

Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

Table of Contents

Overview 3

Obtain the Transaction Key 3

Configure Application Settings 4

Configure Webstore Settings 4

Example Flowchart 5

Miscellaneous Options 6

................................................................................................................................... 61 Transaction History

................................................................................................................................... 72 Security Objects

................................................................................................................................... 83 View an Order Transaction Online

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Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

OverviewThis document will walk you through setting up Authorize.NET in Savance Enterprise. Before gettingstarted, you will want to make sure you have signed up for an Authorize.Net account. This can bedone at http://www.authorize.net.

Obtain the Transaction KeyOnce you have established an account, a transaction key is needed. The payment gatewaygenerated transaction key is a complex value that uniquely identifies a merchant’s payment gatewayaccount. It is similar to an account password. Transaction keys are used to authenticate requestssubmitted to the payment gateway.

Please follow these steps to obtain a transaction key:

1. Log into your Authorize.Net account at https://secure.authorize.net.2. From the main menu, go to Account -> Settings.3. Go to the Security Settings section.4. Click “API Login ID and Transaction Key”.5. Enter the answer to your account’s secret question.6. Click Submit.

© 2014 Savance 4

Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

Configure Application SettingsOnce you have obtained the Authorize.Net Login Name and Transaction Key, you are ready to startconfiguring. In the Enterprise application, go to Sites -> Site Settings and key in the Authorize.NetLogin Name and Transfer Key that you previously obtained. You can have two separate sets ofkeys, one for card not present and one for card present, but both are not required. You want cardnot present for the web. You can place Authorize.Net in Test mode first to do a test order withoutactually charging the credit card. Uncheck that, and you are ready for production. TheAuthorize.Net Standard Site URL is typically left blank, in which case it defaults to https://secure.authorize.net/gateway/transact.dll. In certain cases, you may want to specify the test siteURL, which is https://test.authorize.net/gateway/transact.dll.

Configure Webstore SettingsThere is additional configuration on the web store. Go to Admin -> General Settings. There is asection relating to Authorize.Net. You will see the API Login ID, Transaction Key, and Test Modeon/off, just as you specified in the Enterprise application. You also have the option to either“Process Credit Cards During Web Order Conversion” or “Process Credit Cards Later (Usually inthe Enterprise Application)”. With “Process Credit Cards Later” set, when a user submits an orderand puts in their credit card information, it creates an “Authorized/Pending Capture” transaction onAuthorize.Net. When you convert the order in Enterprise, you will then be notified that there is apending payment. You will now have the option to finalize the payment.

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Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

Example FlowchartBelow is a flowchart relating to how Enterprise decides which Authorize.Net information settings(either Card Not Preset or Card Present).

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Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

Miscellaneous Options

6.1 Transaction HistoryIf you would like to view the Authorize.NET transaction history for an Order, PO, or RMA, simplyopen it up and go to History > AuthNet Logs. This is helpful if you would like to look up atransaction in the Authorize.NET online interface. If you'd like to view possible errors or othermessages given in the transaction, this information can be found in the Ret Result Messagecolumn on the far right.

You can also view the actual payments as well by going to History > Payment. This will givedetailed information on when payments were made, who made them, and how much was paid.

If you want to search among all Authorize.NET logs instead of only the logs for a specific Order, goto Accounts > Accounting Manager > AuthNet Logs. This will allow you to search based on anaccount or invoice #. You can also leave those fields blank and simply search for all transactionsbetween a given date range.

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Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

6.2 Security ObjectsThere are a couple of security objects that relate to Authorize.NET. You can edit security objects bygoing to Admin > Administrator > Security.

The first security object is Application Security Objects > Accounting Manager > AuthNet Logs.Unchecking this will hide the Auth Log and Tran Key columns from the AuthNet Logs (both in theAccounting Manager and in Orders).

The second security object is Application Security Objects > Order Actions > View CreditCardInfo. This will remove the Card Code completely and only show the last 4 digits of the Credit CardNumber. Again, this applies to the AuthNet Logs in both the Accounting Manager and in Orders. It

© 2014 Savance 8

Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

will also hide this information in History > Payment for Orders.

6.3 View an Order Transaction OnlineYou can look up the Transaction ID in Savance Enterprise by opening an order and going to History > AuthNet Logs > Ret Transaction ID. You will then be able to look up the correspondingentry online once you log into Authorize.net. Once you have logged in, go to the Transactionsection of the Search and enter in the ID.

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Authorize.NET Setup Guide

Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390

This will then bring up all the information in Authorize.net. Basic information will be show here.

You can view even more details by clicking on the Trans ID. This will bring up the TransactionDetail to show you all the information corresponding to this transaction directly in Authorize.NET. Ifyou would like to look up the corresponding order in Savance Enterprise, simply search for theInvoice # (which corresponds to the Quote #) in the Enterprise search.

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www.savanceenterprise.com

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Savance Enterprise • www.savanceenterprise.com • Phone: 248-478-2555 • Fax: 248-478-3270

1111 W. Oakley Park Rd., Ste 103 Commerce Township, MI 48390