Authorizing and capturing credit card without a sales transaction

Posted by Bill Yater on June 14, 2007, 10:56 am

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Our system setup:
We are uisng RMS 1.3R. We use Bank of America Merchant Services for our
credit card processing. We have setup our RMS Store Ops settings to use Vital
processing. We swipe the card though a MSR reader on our keyboard (not a
separate credit card terminal), the CC info goes right into the RMS Credit
Card Verification dialog, and the RMS software takes care of authorizing the
card and gettng the approval code.

Our problem:
Occasionally, we have a problem settling a credit card. We'll get a
TECHNICAL ERROR on the EDC Batch Settlement screen. Usually the problem is
due to some human error or communication breakdown when the card was initally
authorized. In most cases, we are able to get the credit card number this is
for (we may contact the customer directly, or may have an imprint of the
card), so we can try again.

Our need:
Is there a way, using the RMS Store Operations software (either the POS or
Manager application), to authorize a credit card and have it appear in an EDC
batch, but WITHOUT having to ring up a sale for that amount? Right now, we
have to ring up a new sale, using a dummy item, setting the price of the
dummy item equal to the amount of the original failed credit card
transaction. This lets us get the money but it overinflates our sales
numbers.
Ideally, there would be some sort of credit card terminal emulation feature,
where the user can punch in the credit card info and let it authorize.
(Before you suggest PCCharge, forget it; we used that product for a year, and
happily dumped it. Besides, I'm looking for something that is built into the
RMS software, not a third-party fixit).

--
Bill Yater
The Worth Collection
byater@worthltd.com

Posted by root on June 14, 2007, 9:04 pm

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can't you just do this?
1. Go to - Reports | Miscellaneous | Electronic Draft Capture Detailed and
change the dates to the required date and click OK. This will display the
proper days credit card transactions.

2. Find the transaction with the TECHNICAL ERROR and use that information to
find the transaction number.

3. Start the POS application.

4. Recall a transaction for VOID (SHIFT + F11 and select void). Make sure
the date window displays proper date and click OK. Enter the transaction
number for the transaction. Select "Return" for the reason code (if you
have a reason code requirement set up)

5. Tender the transaction and refund the transaction total to the proper
credit card type. Keep the receipts that prints.

6. New Transaction: Now re-enter the sale and tender the transaction with
the same credit card type and manually enter the credit card number,
expiration date and finish the sale. Keep the receipts. (you may have to do
a force with the original approval code).

> Our system setup:

> We are uisng RMS 1.3R. We use Bank of America Merchant Services for our

> credit card processing. We have setup our RMS Store Ops settings to use

> Vital

> processing. We swipe the card though a MSR reader on our keyboard (not a

> separate credit card terminal), the CC info goes right into the RMS Credit

> Card Verification dialog, and the RMS software takes care of authorizing

> the

> card and gettng the approval code.

> Our problem:

> Occasionally, we have a problem settling a credit card. We'll get a

> TECHNICAL ERROR on the EDC Batch Settlement screen. Usually the problem is

> due to some human error or communication breakdown when the card was

> initally

> authorized. In most cases, we are able to get the credit card number this

> is

> for (we may contact the customer directly, or may have an imprint of the

> card), so we can try again.

> Our need:

> Is there a way, using the RMS Store Operations software (either the POS or

> Manager application), to authorize a credit card and have it appear in an

> EDC

> batch, but WITHOUT having to ring up a sale for that amount? Right now, we

> have to ring up a new sale, using a dummy item, setting the price of the

> dummy item equal to the amount of the original failed credit card

> transaction. This lets us get the money but it overinflates our sales

> numbers.

> Ideally, there would be some sort of credit card terminal emulation

> feature,

> where the user can punch in the credit card info and let it authorize.

> (Before you suggest PCCharge, forget it; we used that product for a year,

> and

> happily dumped it. Besides, I'm looking for something that is built into

> the

> RMS software, not a third-party fixit).

> --

> Bill Yater

> The Worth Collection

> byater@worthltd.com