497.6 Credit card payment options[//]

See the credit card payments general help for more information.

After choosing this option a submenu will be displayed:

The menu options will be discussed in the next paragraphs.

497.6.1 Credit card limits and options[//]

After choosing this option an input form will be displayed:

Fields on the screen

Credit card payments available: A check box, which can be used to turn the credit card payment options off or back on for the system as a whole.

Service provider: This is a combo box with one of the following options:

·                None

·                BucksNet

·                iDEAL

Note

This is a SYSTEM wide setting. For the system as a whole only one payment service provider may be selected- if there are separate organisations (accounts) then they may have separate accounts BUT they must all use the same service provider. It would be possible to change from one service provider to another in the lifetime of the system (but would be for all users, and of course there are some practical considerations when a service provider is changed, not just for V-smart).

The Payment system in use may be changed from “none” to one of the others but may NOT be changed once set (field will become inactive).
It can, if necessary, be reset by Infor support staff.
Once the payment system is set then the settings and options will vary in detail for each service provider (and of course the way that the system “talks” to the service provider).

Minimum amount: a limit below which payments by credit card are not allowed.

Charge: an optional additional fee for paying by credit card.

Typically a charge is levied for the use of credit cards against the organisation receiving the payment. Allowance for this can be made by specifying a minimum amount below which it is simply not worth using a card OR by adding an extra charge for credit card payments.

Total charges across groups to borrower's location: An option to allocate charges for more than one financial group to the group for the borrower's home location (see below). Currently this is ALWAYS set and the system behaviour in this regard may not be changed.

Full URL for successfully processed transactions: This is a CSP page for processing the transactions – for BucksNet the CSP page will be: “BNTransactionSuccessful.csp”. In other cases put in X (because the field is mandatory).

Full URL for failed transactions: Similarly for failed transactions, for BucksNet this must be: “BNTransactionFailed.csp”. In other cases put in X (because the field is mandatory).

(These names are case dependent on Unix based servers)

The main reason for these last two parameters is to identify the name of the service associated – in the above example, it is set to “HTTP://LOCALHOST/VSDEVWEB/”  and would normally be the same as that for the WebOpac.

All these settings are shared for the whole system. It is not possible to adjust these settings for an individual organisation or institution within the system.

497.6.2 BucksNet Account reconciliation[//]

This option gives access to the reconciliation reports.

Since the reports are grouped according to the financial group associated, this function lists only the reports that are relevant to the financial group associated with the current user's location. If the current location is not linked to a financial group then a message “No financial group has been defined for the current location” is displayed and the user is returned to the previous menu.

Entry to this function lists any reports visible in the destination directory for the associated financial group. This simple grid lists the report filenames and allows the reports to be printed.

497.6.3 Repair failed card transactions[//]

In the event that something goes wrong between the time a user selects the Credit card payment” option and the actual payment (or failure), then the system will have recorded a transaction started but not completed.

The payment may or may not have gone through – and will be reported above.

In this event, the transaction must be “undone” – effectively as if the payment failed. If the payment DID go through (but the success of this never reached V-smart) then the payment must be made manually in the online.

In the online, a payment “in progress” is reported by an indication (in brackets) of the service, date and time of the transaction. Of course, this may be displayed on a screen  other than the one carrying out the payment, so it may be legitimate to see this.

In the even that there WAS a problem with the card transaction, then a staff member can  only tell whether the transaction went through or not from the BucksNet reconciliation report, available the next day typically.

Using the information from the report, staff should use the “Repair Failed transactions” function to correct any such borrower data “in limbo”.

Finally since a card payment MAY cover more than one borrower's charges, repairing the data for one borrower will cause the system to straighten out the charges for each borrower on the transaction. If this will happen, then a summary (names and barcodes) of the other borrowers will be displayed, for information.

497.6.4 Card transaction reporting[//]

V-smart will allow the generation of a report in more or less the same format as that of the service provider, so that the two reports can be matched to cross check what V-smart “thought” had happened with what is recorded on the service provider's system.

After selecting this option an input form will be shown:

Fill in the required criteria and check which types of transactions you want to report on. After clicking OK, an overview screen will be presented.

This overview can then be compared to the report supplied by the service provider.

497.7 Tax indicator settings[//]

Tax indicators are used to hold VAT codes, descriptions and their rates. The tax indicators are stored at the system level and shared by all financial groups.

After selecting this option an overview screen will be displayed:

Options on the screen

New tax indicator: Use this option to create a new tax indicator. See section 497.7.1.

Edit tax indicator: Select a line and then this option to view / modify the details of the tax indicator. See section 497.71.

Delete tax indicator: Select a line and then this option to delete the code. The system will prompt for confirmation.

497.7.1 Add / modify code[//]

After selecting the option New tax indicator or Edit tax indicator an input form will be displayed:

A Tax indicator may be of any length but only the first character will be output in the export file due to export file field size restrictions. Description and Rate are for information purposes only.