Payment Processing Security Authorizations

If your Sage 300 system requires user passwords and security profiles, the system administrator must assign security authorizations to users for tasks related to Payment Processing screens.

Because Payment Processing integrates with Order Entry and Accounts Receivable, the system administrator may also need to assign additional security authorizations to users for tasks related to those programs.

To pre-authorize credit card payments and void pre-authorizations in Order Entry, you must have Payment Processing Card Transaction Processing security authorization. If you need to process (capture) and void credit card payments in Order Entry, you must also have the following security authorizations:

• Order Entry: Invoice Entry
• Accounts Receivable: Receipt Entry

For information on activating security and setting up security groups, refer to the System Manager Help.

Payment Processing Security Authorizations

Security Authorization	Description
Setup Maintenance	Setup Maintenance authorization allows you to use Payment Processing setup screens to select setup options, and to view, add, edit, and delete processing codes and merchant account information.
Customer Card Maintenance	Customer Card Maintenance authorization allows you to add, edit, and delete customer credit card information in Payment Processing and Accounts Receivable.
Card Transaction Processing	Card Transaction Processing authorization allows you to process the following transactions in Payment Processing, Accounts Receivable, and Order Entry: Pre-authorize a credit card payment Void a pre-authorized credit card payment Capture a pre-authorized credit card payment Process a credit card payment Void a credit card payment Void a credit card refund Note: For all transaction types except pre-authorizing payments and voiding pre-authorizations, you require additional security authorizations in Order Entry and Accounts Receivable.