I'm working on an external BOI project to integrate credit card authorizations to fill a hole eBridge left only creating the Sales Order and Customer record. I can't find a way to get CreditCardTransactionID$ to populate with the SO_SalesOrderPayment record. I also have to create the AR_CustomerCreditCard to get it to write the record.

This is the error I'm getting when trying to do a SetValue() method for CreditCardTransactionID$.

CI_CannotSet - You cannot set Payment Transaction ID for this Payment Type.

Is this telling me I can't set CreditCardTransactionID$ with a preauthorization payment type?

Ideally I don't want to create the AR_CustomerCreditCard record as the client doesn't save CC info. I noticed here on Sage City a post where these two properties when true bypass the CC on file check but doesn't seem to work.

IgnoreNOF

SkipClearCCInfo

If anyone has been able to create S/O authorization payment records with CreditCardTransactionID$ and not have a CC on file, I would love to see your code.

If the CreditCardTransactionID$ isn't set in the SO_SalesOrderPayment record when the client tries to process the order it says the card / transaction is expired.  If we DFD&M the value in then it processes fine,.

Can someone from the Sage 100 dev team chime in and provide some guidance?

Did you set up payment type "CC" as a Paya credit card payment type.in A/R Payment Type Maintenance (ie. you entered the Paya Virtual Terminal ID and Merchant Key)?

The client is using their own payment type codes. (WVISA) My local tests using CC has the same issue.

Whatever code you use, is the Paya Virtual Terminal ID and Merchant Key set up in AR Payment Type Maintenance?  I assume that "Credit Card' is selected in Company Maintenance - Payment tab - Enable Payments drop box?

For standard call in orders their CC processing with Paya works fine.  Only these preauth payment records I'm creating have the issuse of not being able to set the transaction ID.

From the error message you get, it looks like your payment type isn't a paya payment type.  Also, CreditCardTransactionID should be set after CreditCardAuthorizationNo and TransactionAmt,  (You should get a different message when you set them in the wrong order.)

You can add credit card information to an order without saving the card info in AR_CustomerCreditCard.   However, the credit card GUID will be removed from the vault when the order is invoiced and updated.  

orderBus = NEW("SO_SalesOrder_bus", %sys_ss)

retVal = orderBus'SetKeyValue("SalesOrderNo$", "0000999")
retVal = orderBus'SetKey()
IF retVal {
retVal = orderBus'SetValue("ARDivisionNo$", "01")
retVal = orderBus'SetValue("CustomerNo$", "ABF")
! add line
retVal = orderBus'Lines'AddLine()
retVal = orderBus'Lines'SetValue("ItemCode$", "1001-HON-H252")
retVal = orderBus'Lines'SetValue("QuantityOrdered", 5)
retVal = orderBus'Lines'Write()
! - calculate sales tax first
retVal = orderBus'SalesTaxCalculation() ! to make sure DocumentTotal is correct if it is used

retVal = orderBus'PaymentObj'AddDeposit()
IF retVal {
retVal = orderBus'PaymentObj'SetValue("PaymentType$", "CC")
retVal = orderBus'PaymentObj'SetValue("CreditCardGUID$", "8aa22a765b704ff49f459d7fb81f76d0")
retVal = orderBus'PaymentObj'SetValue("TransactionAmt", 100)
retVal = orderBus'PaymentObj'SetValue("CreditCardAuthorizationNo$", "xxxxx")
retVal = orderBus'PaymentObj'SetValue("CreditCardTransactionID$", "yyyyy")
retVal = orderBus'PaymentObj'SetValue("CreditCardTranckingID$", "zzzzz")
retVal = orderBus'PaymentObj'Write()
}
! add payment
retVal = orderBus'PaymentObj'AddPayment()
IF retVal {
retVal = orderBus'PaymentObj'SetValue("PaymentType$", "CC")
retVal = orderBus'PaymentObj'SetValue("CreditCardGUID$", "8aa22a765b704ff49f459d7fb81f76d0")
retVal = orderBus'PaymentObj'SetValue("TransactionAmt", orderBus'DocumentTotal) ! or any amount
retVal = orderBus'PaymentObj'SetValue("CreditCardAuthorizationNo$", "11111")
retVal = orderBus'PaymentObj'SetValue("CreditCardTransactionID$", "22222")
retVal = orderBus'PaymentObj'SetValue("CreditCardTranckingID$", "33333")
retVal = orderBus'PaymentObj'Write()
}
! write order
retVal = orderBus'Write()
retVal = orderBus'Clear()
}

DROP OBJECT orderBus

From the error message you get, it looks like your payment type isn't a paya payment type.  Also, CreditCardTransactionID should be set after CreditCardAuthorizationNo and TransactionAmt,  (You should get a different message when you set them in the wrong order.)

You can add credit card information to an order without saving the card info in AR_CustomerCreditCard.   However, the credit card GUID will be removed from the vault when the order is invoiced and updated.  

orderBus = NEW("SO_SalesOrder_bus", %sys_ss)

retVal = orderBus'SetKeyValue("SalesOrderNo$", "0000999")
retVal = orderBus'SetKey()
IF retVal {
retVal = orderBus'SetValue("ARDivisionNo$", "01")
retVal = orderBus'SetValue("CustomerNo$", "ABF")
! add line
retVal = orderBus'Lines'AddLine()
retVal = orderBus'Lines'SetValue("ItemCode$", "1001-HON-H252")
retVal = orderBus'Lines'SetValue("QuantityOrdered", 5)
retVal = orderBus'Lines'Write()
! - calculate sales tax first
retVal = orderBus'SalesTaxCalculation() ! to make sure DocumentTotal is correct if it is used

retVal = orderBus'PaymentObj'AddDeposit()
IF retVal {
retVal = orderBus'PaymentObj'SetValue("PaymentType$", "CC")
retVal = orderBus'PaymentObj'SetValue("CreditCardGUID$", "8aa22a765b704ff49f459d7fb81f76d0")
retVal = orderBus'PaymentObj'SetValue("TransactionAmt", 100)
retVal = orderBus'PaymentObj'SetValue("CreditCardAuthorizationNo$", "xxxxx")
retVal = orderBus'PaymentObj'SetValue("CreditCardTransactionID$", "yyyyy")
retVal = orderBus'PaymentObj'SetValue("CreditCardTranckingID$", "zzzzz")
retVal = orderBus'PaymentObj'Write()
}
! add payment
retVal = orderBus'PaymentObj'AddPayment()
IF retVal {
retVal = orderBus'PaymentObj'SetValue("PaymentType$", "CC")
retVal = orderBus'PaymentObj'SetValue("CreditCardGUID$", "8aa22a765b704ff49f459d7fb81f76d0")
retVal = orderBus'PaymentObj'SetValue("TransactionAmt", orderBus'DocumentTotal) ! or any amount
retVal = orderBus'PaymentObj'SetValue("CreditCardAuthorizationNo$", "11111")
retVal = orderBus'PaymentObj'SetValue("CreditCardTransactionID$", "22222")
retVal = orderBus'PaymentObj'SetValue("CreditCardTranckingID$", "33333")
retVal = orderBus'PaymentObj'Write()
}
! write order
retVal = orderBus'Write()
retVal = orderBus'Clear()
}

DROP OBJECT orderBus

Thanks for the help and code example. This gives me something to go on. I'll report back after validating your suggestions.

I'm using the AddPayment not AddDeposit method call.

retVal = orderBus'PaymentObj'AddDeposit()

The Sales Order is complete with lines and total. I'm just trying to create the payment record.

Here is my code that works other than setting the CreditCardTransactionID$.

SUB Log_Error(obj, desc)
  LOCAL errnum, errmsg
  errnum = COM::CBN(obj, "sLastErrorNum", :GET)
  errmsg = COM::CBN(obj, "sLastErrorMsg", :GET)
  PRINT #2, FORMATDATE("YEAR-0M-0D 0H:0m:0s"), " - ", desc, " - ", errnum, " - ", errmsg, "\n"
  COM::CBN(obj, "sLastErrorNum", :LET, "")
  COM::CBN(obj, "sLastErrorMsg", :LET, "")
END SUB  

SPLITA CHOMP(cc_rows[x]) BY "|" TO cc_data

so_number = cc_data[0]
pymt_type = UCASE(cc_data[3])
' pymt_type = "CC"
cc_id = UCASE(cc_data[4])
cc_guid = cc_data[5]
cc_type = cc_data[6]
last_4 = cc_data[7]
yy_exp = "20" & RIGHT(cc_data[8], 2)
mm_exp = LEFT(cc_data[8], 2)
cc_holder = cc_data[10]
tran_id = cc_data[11]
auth_num = cc_data[12]
SPLIT cc_data[13] BY "/" TO d_mm, d_dd, d_yyyy
auth_date = d_yyyy & d_mm & d_dd
SPLIT cc_data[14] BY ":" TO t_hr, t_min, t_sec
auth_time = FORMAT("%2.5f", t_hr + t_min / 60 + t_sec / 3600)
addr_1 = cc_data[15]
addr_2 = cc_data[16]
city = UCASE(cc_data[17])
state = cc_data[18]
zip = cc_data[19]
IF cc_data[20] = "US" THEN
  country = "USA"
ELSE
  country = cc_data[20]
END IF
email = cc_data[21]
tran_amt = cc_data[23]


oscript = COM::CREATE(:SET, "ProvideX.Script")
COM::CBN(oScript, "Init", :CALL, "E:\\Sage\\Sage 100 2019 Advanced\\MAS90\\Home")
osession = COM::CBN(oscript, "NewObject", :SET, "SY_Session")
COM::CBN(osession, "nSetUser", :CALL, "USERID", "PASSWORD")
COM::CBN(osession, "nsetcompany", :CALL, "AIR")
COM::CBN(osession, "nSetDate", :CALL, "S/O", "20220105")
COM::CBN(osession, "nSetModule", :CALL, "S/O")

COM::CBN(osession, "nSetProgram", :CALL, COM::CBN(osession, "nLookupTask", :CALL, "SO_SalesOrder_ui"))
orderbus = COM::CBN(oscript, "NewObject", :SET, "SO_SalesOrder_bus", osession)
opymt = COM::CBN(orderbus, "oPaymentObj", :GET)

IF COM::CBN(orderbus, "nSetKeyValue", :CALL, "SalesOrderNo$", so_number) = 0 THEN Log_Error(orderbus, "SetValue(SalesOrderNo$)")
IF COM::CBN(orderbus, "nSetKey", :CALL) = 0 THEN Log_Error(orderbus, "SetKey")
IF COM::CBN(orderbus, "nSetValue", :CALL, "PaymentType$", pymt_type) = 0 THEN Log_Error(orderbus, "SetValue(PaymentType$)")
IF COM::CBN(orderbus, "nSetValue", :CALL, "PaymentTypeCategory$", "P") = 0 THEN Log_Error(orderbus, "SetValue(PaymentTypeCategory$)")

COM::CBN(opymt, "sLastErrorNum", :LET, "")
COM::CBN(opymt, "sLastErrorMsg", :LET, "")

pmt_amt = COM::CBN(orderbus, "nDocumentTotal", :GET)
PRINT so_number, " - ", FORMAT("%.2f",pmt_amt), "\n"

IF COM::CBN(opymt, "nAddPayment", :CALL) = 0 THEN Log_Error(opymt, "AddPayment")

IF COM::CBN(opymt, "nSetKeyValue", :CALL, "SalesOrderNo$", so_number) = 0 THEN Log_Error(opymt, "SetKeyValue(SalesOrderNo$)")
IF COM::CBN(opymt, "nSetKeyValue", :CALL, "PaymentSeqNo$", "000001") = 0 THEN Log_Error(opymt, "SetKeyValue(PaymentSeqNo$)")
IF COM::CBN(opymt, "nSetKey", :CALL) = 0 THEN Log_Error(opymt, "SetKey")

IF COM::CBN(opymt, "nSetValue", :CALL, "PaymentType$", pymt_type) = 0 THEN Log_Error(opymt, "SetValue(PaymentType$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "PaymentTypeCategory$", "P") = 0 THEN Log_Error(opymt, "SetValue(PaymentTypeCategory$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CreditCardID$", cc_id) = 0 THEN Log_Error(opymt, "SetValue(CreditCardID$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CreditCardGUID$", cc_guid) = 0 THEN Log_Error(opymt, "SetValue(CreditCardGUID$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CardType$", cc_type) = 0 THEN Log_Error(opymt, "SetValue(CardType$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "ExpirationDateYear$", yy_exp) = 0 THEN Log_Error(opymt, "SetValue(ExpirationDateYear$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "ExpirationDateMonth$", mm_exp) = 0 THEN Log_Error(opymt, "SetValue(ExpirationDateMonth$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CorporateTaxOverrd$", "N") = 0 THEN Log_Error(opymt, "SetValue(CorporateTaxOverrd$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CardholderName$", cc_holder) = 0 THEN Log_Error(opymt, "SetValue(CardholderName$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "TransactionAmt", tran_amt) = 0 THEN Log_Error(opymt, "SetValue(TransactionAmt)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CreditCardAuthorizationNo$", auth_num) = 0 THEN Log_Error(opymt, "SetValue(CreditCardAuthorizationNo$)")
' CreditCardTransactionID ENABLED - may generate an error
IF COM::CBN(opymt, "nSetValue", :CALL, "CreditCardTransactionID$", tran_id) = 0 THEN Log_Error(opymt, "SetValue(CreditCardTransactionID$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AuthorizationDate$", auth_date) = 0 THEN Log_Error(opymt, "SetValue(AuthorizationDate$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AuthorizationTime$", auth_time) = 0 THEN Log_Error(opymt, "SetValue(AuthorizationTime$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AVSAddressLine1$", addr_1) = 0 THEN Log_Error(opymt, "SetValue(AVSAddressLine1$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AVSAddressLine2$", addr_2) = 0 THEN Log_Error(opymt, "SetValue(AVSAddressLine2$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AVSCity$", city) = 0 THEN Log_Error(opymt, "SetValue(AVSCity$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AVSState$", state) = 0 THEN Log_Error(opymt, "SetValue(AVSState$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AVSZipCode$", zip) = 0 THEN Log_Error(opymt, "SetValue(AVSZipCode$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "AVSCountryCode$", country) = 0 THEN Log_Error(opymt, "SetValue(AVSCountryCode$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "CreditCardEmailAddress$", email) = 0 THEN Log_Error(opymt, "SetValue(CreditCardEmailAddress$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "SaveCreditCard$", "Y") = 0 THEN Log_Error(opymt, "SetValue(SaveCreditCard$)")
IF COM::CBN(opymt, "nSetValue", :CALL, "Last4UnencryptedCreditCardNos$", last_4) = 0 THEN Log_Error(opymt, "SetValue(Last4UnencryptedCreditCardNos$)")
' IF COM::CBN(opymt, "nSetValue", :CALL, "TransactionAmt", tran_amt) = 0 THEN Log_Error(opymt, "SetValue(TransactionAmt)")


COM::CBN(orderbus, "sLastErrorNum", :LET, "")
COM::CBN(orderbus, "sLastErrorMsg", :LET, "")

IF COM::CBN(opymt, "nWrite", :CALL) = 0 THEN Log_Error(opymt, "Write Payment") 
IF COM::CBN(orderbus, "nWrite", :CALL) = 0 THEN Log_Error(orderbus, "Write SO")
IF COM::CBN(orderbus, "nClear", :CALL) = 0 THEN Log_Error(orderbus, "Clear")

Done:

COM::CBN(orderbus, "DropObject", :CALL)
COM::CBN(osession, "DropObject", :CALL)
COM::RELEASE(oscript)

I'm having the Sage partner check if the e-commerce CC payment types were setup with Paya. Hopefully this will resolve the CreditCardTransactionID issue.

Can you expand on how I can write the payment record without having to create a AR_CustomerCreditCard record first? Currently not having the CC on file won't create the payment record.

Just see my example above - the AddPayment block.  (the AddPayment method replaces setting SalesOrderNo$, PaymentSeqNo$, and PaymentTypeCategory$),  Then you need to set PaymentType$ and CreditCardGUID$.  Sage 100 will validate the GUID against the Paya vault (using Merchant ID/Key set up in Payment Type Maintenance) and retrieve expiration date, card type, name, and address so you don't need to set those fields.

Thanks Natasha for all your help!

I have a meeting this afternoon with the client to try your suggestions.

I can't find CreditCardTranckingID$ in the SO_SalesOrderPayment file layout. Using 100 2020.

Sorry, it should be CreditCardTrackingID$.

There is no CreditCardTrackingID$ either.

It should be there, between CardholderName and CreditCardTransactionID.  

Nope. Not in my file layout spec.