Processing Submitted Credit Card Transactions


Concept


Steps:

  1. Begin by navigating to the Credit Card Processing page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Charges and Payments link.

    Step 2
  3. Click the Electronic Transactions link.

    Step 3
  4. Click the Electronic Payments link.

    Step 4
  5. Click the Process Credit Cards link.

    Step 5
  6. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 6
  7. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "PCC1"
    .

    Step 7
  8. Click the Add button.

    Step 8
  9. Use the Credit Card Processing page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 9
  10. Click in the SF Merchant ID field.

    Step 10
  11. Enter the SF Merchant ID whose transactions you want to process.  In this case, you want to process transactions for all SF credit card centers.

     

    Enter the desired information into the SF Merchant ID field. Enter

     a valid value
     e.g.
     "SF-ALL"
    .

    Step 11
  12. Use the Service Request group box to select your processing options. 

     

    You can: authorize and settle credit card transactions that have not yet been authorized for the merchant ID selected; settle transactions that have been authorized but not settled; or credit the accounts of students whose transactions have been refunded, voided, or reversed.

    Step 12
  13. Click the Settle option.

    Step 13
  14. Click the Credit option.

    Step 14
  15. Select All to process credit card transactions from all sources using the same SF Merchant ID.

    Step 15
  16. Select Admissions to process credit card transactions from admissions offices.

     

    You must then also specify an Academic Institution and Application Center.

    Step 16
  17. Select Cashiering to process credit card transactions from cashiering offices.

     

    You must then also specify a Business Unit and Cashier’s Office.

    Step 17
  18. Select Self Service to process credit card transactions from self-service sources.

     

    You must then also specify an Institution Set.

     

    Click the Self Service option.

    Step 18
  19. Click in the Institution Set field.

    Step 19
  20. Enter the desired information into the Institution Set field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 20
  21. Select Transaction Report to create a file logging all of the transactions affected by the batch process.

    Step 21
  22. Select Re-Post Self Service Errors to post any transactions that previously failed to post due to setup or system errors.

    Step 22
  23. At this point, you would continue to run the Credit Card Processing batch process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for an example of running a process.

    Step 23

Congratulations! You have successfully processed submitted credit card transactions.

Table of Contents  Start Topic