1. MAS should have a pop up confirmation that you really want to pre-authorize the customer's credit card. If your not finished entering the order or it's shipping at a future date then we should have the option not to pre-authorize, without the extra step of changing the payment type on the totals page. ( You are asked before you print any document if you really want to print but a CC pre-auth hapopens without any prompting??)
2. Currently MAS will pre-authorize CC for the entire order even when half or more is back ordered. We need the option to enter the pre-auth for user selected amount or only the amount of items being shipped.
3. When closing a sales order with CC terms MAS will pre-authorize for the entire amount. If you re-open the order to make any change, add or delete products, make a price correction or correct a data entry error it will pre-authorize again in the adjusted amount. This holds the customers funds twice for 7 to 10 business days interfering with their cash flow. They system should not allow duplicate pre-auths or have immediate drop of the original pre-auth.
4. Back orders will retain the pre-authorization even when expired. If you re-open the back order to check stock status it will automatically preauth the CC again if expired but, again we may not be ready to ship so the pre-auth must be deleted. We require a pop up asking us if we are ready to pre-auth.
by: Penny B. | over a year ago | Financial Management
Comments
Amen, sister. I can't tell you how many irate customers I've dealt with regarding this issue.
"Why did you preauth my card, again!?!?!"
"I'm sorry sir, it does it automatically"
"Well now I'm bouncing checks AND never buying from you again"
"Sorry sir, have a nice day. I'll submit your suggestion to Sage's idea forum."
The reason why the credit card entry screen is on the totals tab is because Sage is assuming that you have completed entering all the items being ordered before you enter the CC info. (Personally I think the CC entry window should be on the Header tab, next to Payment Terms.
I agree they need to remove the automatic authorization when you click OK on the credit card entry screen, in case you need to go back and add something additional to the order. I think they do it that way in case someone forgets to click the Authorize now button when in the CC entry window before closing.
They should have the Deposit check box checked at default. so it will not authorize it. In addition it should ask you if you want to Pre-Authorize before it does that and not do it automatically. better controls should be set in place. this should be moved to the top of the list.
This should definitely be addressed.
The deposit check box will actually charge the credit card, not authorize it. In SO entry the default is to only Authorize the credit card for the amount on the SO. Authorizations (holding of funds) are good for 7 days, so if you invoice within 7 days the authorization is converted to a sale. If you invoice once the authorization expires, there is no guarantee the credit card will still be good. We always check this prior to shipping and re-authorize if needed before we ship/invoice