PayFabric for Sage 300

PayFabric for Sage 300 connects Sage 300 with the payment processing services of PayFabric. This document covers how to configure and utilize the functionality available with the PayFabric for Sage 300 Application.

Table of Contents

Introduction

Introduction to PayFabric Sage 300

Prerequisites

Installation

Support

PayFabric Setup

Create a PayFabric Account

Create a Device

Setup a Gateway Account Profile

PayFabric for Sage 300 Setup

PayFabric Gateway Account Profile Setup

PayFabric Wallet

Processing a Transaction

PayFabric Transaction Screen

Transaction Types

Authorization

Capture

Transaction Number

Sale

PayFabric Transaction Screen additional information:

New Batch

Email Receipts

Amount Pane

PayFabric Transaction Screen Buttons

Sage Forms

PayFabric Order Entry

PayFabric Shipment Entry

PayFabric AR Invoice Entry

PayFabric Receipt Entry

PayFabric Permissions

Prevent users from processing on PayFabric Forms

Prevent users from accessing certain PayFabric Sage Forms

Copyright Information

 

Introduction to PayFabric:

PayFabric is a cloud-based payment acceptance platform and storage hub that can be integrated with any application, platform, and back office environment with ease and simplicity.

PayFabric offers real-time transaction processing for both credit card and ACH transactions while meeting the highest standards of security. PayFabric helps merchants reduce the scope of their PCI compliance by helping to remove credit card access from applications. By connecting to PayFabric, 3rd party applications are relieved of any access to sensitive credit card numbers. PayFabric can easily be integrated with applications to allow for shared management of customer’s credit card and ACH data.

 

Introduction to PayFabric Sage 300

PayFabric for Sage 300 is an add-on service to Sage 300 that provides businesses the tools to
process payments for order entry and accounts receivable.

By leveraging the payment processing power of PayFabric, this offers real time payment processing for both credit card and ACH transactions while ensuring the highest standards of security are addressed. This document covers how to configure and utilize PayFabric for Sage 300 features and functionality.

 

Prerequisites

The following items should be obtained before starting with PayFabric for Sage 300.

PayFabric Organization Account
To use PayFabric for Sage 300, the organization must first be setup in PayFabric.

To setup an account for testing, go to https://sandbox.payfabric.com/Portal/Account/Register.

To setup a production account contact the PayFabric partner, or Sales@PayFabric.com.

To use PayFabric for Sage 300, it is assumed that the PayFabric account is setup for the organization and has an existing Payment Gateway Account Profile configured.
For more information on the setup and usage of PayFabric, refer to the PayFabric Portal Guide.

http://www.nodus.com/documentation/PayFabric-User-Guide.pdf 

 

Installation

The PayFabric for Sage300 application requires a physical install. 

For installation support please contact the PayFabric partner, or Sales@PayFabric.com

Webview2

A merchants workstations will need to have the webview2 application installed for the PayFabric for Sage300 application to work. Most workstation will have this pre installed with the Microsoft edge browser, however through the installation process the PayFabric partner or Support contact will run this setup.

For support around this please contact; support@PayFabric.com 

 

Support 

For support related inquires or for questions not found within this document, contact PayFabric Support for further assistance. 

 

PayFabric Setup

Create a PayFabric Account
The organization must first be setup in PayFabric. If a new account is needed, go to one of the
following pages to setup an account:

Live Production Account: Contact Sales@PayFabric.com
Testing Sandbox Account: https://sandbox.payfabric.com/Portal/Account/Register

Create a Device
The following steps can be used to create a Device in PayFabric to authenticate the connection
between PayFabric and Sage 300.

1. Log into the desired PayFabric account
2. From the left menu, navigate to Settings > Dev Central
3. On the ‘DEV Central’ page, select the Themes tab
4. Click the ‘Create New +’ button and enter a name for the theme as ‘sage300’.
5. The below is the CSS code for the Sage300 Theme

6. Copy all the text from the note above
7. Browse back to the PayFabric page and paste the copied text into the ‘Custom.css’ field
8. The below is the JS code for the Sage300 Theme

9. Copy all the text from the note above
10. Browse back to the PayFabric page and paste the copied text into the ‘Custom.js’ field
11. Click the Save button to save the changes to the theme
12. After the save is complete, select the Device Management tab
13. Click the Generate button to present the fields for creating a Device
14. Populate the Device Name field with the name Sage300
15. Populate the Password and the Confirm Password fields with a secure password. Please take note of this password as it will be used again shortly.
16. Click the Confirm button to generate the device
17. Take note of the Device ID as it will be used shortly.
18. In the Device List, click the Shirt icon in the Default Theme column for the newly created device
19. Select the Theme name for the Theme that was created in the previous steps
20. Click the Confirm button to save changes.

Setup a Gateway Account Profile
In order to process transactions, a Gateway Account Profile should be setup in the PayFabric
account. The page for setting up a Gateway Account Profile can be found in the menu under
Settings > Gateway Account Profiles.
For more information on setup of the Gateway Account Profile and using PayFabric in general,
please see the PayFabric Portal Guide. https://www.nodus.com/documentation/PayFabric-User-Guide.pdf 

 

PayFabric for Sage300 Setup

The following process will configure the connection to PayFabric within Sage 300.

1. Navigate to the PayFabric Setup Screen within the PayFabric folder.

2. Populate the fields based on the below table

3. After the settings have been configured, select the Test PayFabric Connection option to verify if the information is configured correctly.

4. If the credentials are correct the test connection will display a success message. Otherwise an unsuccessful message will display and require you to enter your credentials again.

 

PayFabric Gateway Account Profile Setup

The PayFabric Gateway page displays the available PayFabric Gateway Account Profiles that are connected to electronic payment processing accounts inside Sage 300.

1. Navigate to the PayFabric Gateway Screen within the PayFabric folder.

2. Select Import Gateway Button. This will import all gateways created for the organization inside of PayFabric. 

3. After the Gateways are imported, populate the fields based on the below table

 

4. Once gateways are set up, click the Save button to save changes.

 

Import Gateway

Import gateway button is to retrieve any setup Gateway Account Profiles from PayFabric. 

Delete Gateway

This allows the merchant to delete any gateways that have been imported from PayFabric. Note this does not delete the gateway within PayFabric, but rather removes the gateway as an option to process through, within Sage300. Any Pending transactions will fail, if tied to a Gateway that is being deleted. It is advised to settle all transaction first before deleting a Gateway.

 

PayFabric Wallet

The PayFabric Wallet is where the customer’s payment methods can be saved, edited, or deleted. To access the PayFabric Wallet, select the Wallet option from the PayFabric menu. 

View Saved Payment Detail

1. Select an AR customer by entering in the Customer No. or using the Sage 300 tools to look up or create a new AR customer.
2. This will load all existing wallets for the selected AR customer
   

Add a new Payment Method through Direct Input

1. Select an AR customer by entering in the Customer No. or using the Sage 300 tools to look up or create a new AR customer.
2. Click Add Credit Card or Add ACH buttons.
3. This will open the PayFabric Hosted Wallet page where you can securely add Credit Card or ACH details. Note this is PCI compliant and no Credit Card/ACH data will be touching your internal Sage 300 environment. 
   

Edit Saved Payment Method Detail

1. Select a customer by entering in the Customer No. or using the Sage 300 tools to look up or create a new AR customer.
2. Highlight the row which needs to be edited.
3. Click Edit button.
4. This will open the PayFabric Hosted Wallet page where you can update the card expiration date / cardholder name or the billing information for the payment method. 

Delete Saved Payment Method 

1. Select a customer by entering in the Customer No. or using the Sage 300 tools to look up or create a new AR customer.
2. Highlight the row which needs to be deleted.
3. Click Delete button.
4. This will delete the Wallet from PayFabric storage, and will no longer be associated to the AR customer.

Refresh Saved Payment Details

1. Select a customer by entering in the Customer No. or using the Sage 300 tools to look up or create a new AR customer.
2. Click Refresh button
3. This will pull in the wallet/payment method records from PayFabric. If Payment Methods are added directly into PayFabric this will import them into Sage 300.

Selecting a Default Payment Method

1. Select a customer by entering in the Customer No. or using the Sage 300 tools to look up or create a new AR customer.
2. Highlight the row which needs to be edited.
3. Click Edit button.
4. This will open the PayFabric Hosted Wallet page where you are able to select the tick box to enable the payment method as default. The far right column will then update with the default as YES for this payment method. 

 

Processing a Transaction

 

PayFabric Transaction Screen

The PayFabric transaction screen is where the merchant is able to process a transaction on the document that is selected. 

Sage 300 screens that support PayFabric processing include, Order Entry, Shipment Entry, AR Receipt Entry and AR invoice Entry.

Example of PayFabric Transaction window from AR Invoice.

 

The transaction types (Authorization, Capture, Sale) will be available depending on the document type that the merchant is trying to process against (more detailed explanations in PayFabric Forms section below).

The below fields within the transaction screen are informational and across every document the merchant is able to process on.

 

For example, below are steps to process on an AR Invoice.

1. Navigate to Accounts Receivable > A/R Transactions > PayFabric Invoice Entry
2. Select a batch
3. Add new entry to the batch
4. Populate a customer
5. Add line items
6. Click add button
7. Click PayFabric button
8. Select the processing code (CC or ACH)
9. Click the dropdown for payment method and select the New option
10. Click Process, this will open the PayFabric MRHPP to input payment method details
    
    Example image of the PF MRHPP for Credit Card.

The different transaction types currently supported through PayFabric, are explained below.

 

Transaction Types

Authorization

An Authorization transaction makes a request to verify and hold the funds for a payment that will be captured in the future. Authorization type transactions are only available if the Processing Code is associated to a Payment Gateway Profile that is setup to process Credit Cards. To initiate an Authorization transaction, select the Authorization radio button in the PayFabric Transaction screen.

The following describes which fields need to be completed to process an Authorization transaction.

The following documents/ Sage 300 Entry Screens, will allow for an Authorization to be processed:

• Order Entry

 

Capture

A Capture transaction makes a request to capture the funds held by a pending Authorization
transaction. To initiate a Capture transaction, select the Capture option in the PayFabric transaction screen when a pending Authorization has already been processed against the associated document.

• If a single pending Authorization is associated to the document, the PayFabric Capture
  window will be opened to determine the amount of the transaction to be captured.
• If multiple pending Authorizations are associated to the document, the user will be directed to the PayFabric Transaction Number Screen to determine which transaction(s) should be captured, after selecting the Capture option from the menu.

Transaction Number Screen

To access this screen select the look up function to the right of the text box.

Any document with open authorizations will have the ability to use the Transaction number screen. This screen will allow the merchant to select the authorization they want to capture against. The below details the fields within this screen.

 

Once an authorization is selected to capture the following fields will need to be completed to process the transaction:

Field	Description
Transaction Number	Transaction Number: The number assigned to the authorization transaction.
Processing Code	Processing Code: This will be preselected based on the processing code used for the authorization
Batch Number	Batch Number: Batch Number is the number assigned to each transaction. Batch Number will be auto selected for the user, by the most recently created open batch which matches the Bank and Currency of the selected processing code.  Additionally, selectable batches are filtered by the bank code and currency code.
Batch Date	Batch Date: This field will display the creation date of the selected batch. If a new batch is created, it will display the current session date.
Amount	Amount: The amount to be captured for the transaction. This will automatically pull the full amount from the authorization selected.
Payment Code	Payment Code: The payment code that is associated to the processing code as defined in the PayFabric Gateway Setup. This is pre-filled with the payment code used in the authorization.
Payment Method	Payment Method: The payment method will be the card that was used to process the authorization against. This will be pre-filled.
Tender Type	Tender Type: The tender type that is associated to the processing code as defined in the PayFabric Gateway Setup. This is pre-filled with the tender type used in the authorization.
Email Receipt	Email Receipt: The email to receive the email receipt for the transaction.
Additional Email	Additional Email: Additional emails that the email receipt can be sent to for the transaction. Multiple emails should be separated by a comma.

After the Capture transaction is approved, the Authorized and Captured Amount will be updated in the Amounts pane on the bottom right of the PayFabric Transaction Screen.

 

The Capture button will only be active when there is an open authorization related to the document. 

The following scenarios are examples:

Open Authorization on a Order Entry document will allow for the capture button to be selectable on the Order Entry.

Open Authorization that is carried over to a Shipment Entry document will allow for the capture button to be selectable on the Shipment Entry.

The following documents/ Sage 300 Entry Screens, will allow for an Capture to be processed:

• Order Entry
• Shipment Entry

 

Sale
A Sale transaction makes a request for an immediate capture of a payment without a previous
authorization. To initiate a Sale transaction, select the Sale option in the PayFabric Transaction Screen. 

The following describes which fields need to be completed to process a Sale transaction.

Transaction Details:

 

PayFabric Transaction Screen additional information:

New Batch:

Creating a new batch while in the transaction details screen will create a new AR receipt batch. 

The new batch will be created with the Bank Code and Currency, set in the processing code used for the transaction. 

 

Email Receipts:

Email templates need to be enabled in PayFabric for the receipt to send. Instructions on how to set these templates can be found in the PayFabric User Guide. The email receipts will be sent to the addresses specified in the Email and Additional Email fields.

Email Receipt field will default with the email address assigned to the E-mail field under the Address tab of the A/R Customer 

Additional Email field will default with the email address assigned to the E-mail field under the Contact tab of the A/R Customer.

 

Amount Pane:

PayFabric Transaction Screen Buttons:

Process:

Once a transaction has the mandatory fields completed, the transaction can be processed. This button will initiate the call to PayFabric to process the transaction detailed. 

Close:

This button will close the PayFabric Transaction window without processing any payment. 

 

Sage Forms

PayFabric Order Entry

PayFabric has been added into the Sage Order Entry screen. This will give the merchant the ability to open the PayFabric Transaction screen to be able to process payment. 

Steps when creating an order:

1. Navigate to Order Entry > O/E Transactions > PayFabric Order Entry
2. Populate a customer 
3. Add line items to the order
4. Post the order
5. Click the PayFabric button to open the PayFabric Transction window

The following Transaction types are available on the transaction details screen from the Order Entry form:

Authorization

Capture (if an open Authorization exists)

Sale

 

Order types supported:

Currently we only support the Active type from Order Entry. This will be the only OE type that will allow for a PayFabric transaction to take place.

 

 

Additional Rules:

Any outstanding Authorizations need to be captured on the Shipment before Invoicing.

 

PayFabric Shipment Entry

PayFabric has been added onto the Sage Shipment Entry screen. Users will be able to process (Sale or Capture transaction types) directly on a new shipment or a shipment created from an order.

Steps to process in Shipment Entry

1. Navigate to Order Entry > O/E Transactions > PayFabric Shipment Entry
2. Use the lookup to select a customer or populate through type-in
3. Populate line items in the line items section
4. Post the shipment
5. Click the PayFabric button to open the PayFabric Transaction window

To Process a Sale

When creating a new shipment directly from Shipment Entry, only the Sale Transaction type will be available. Alternatively, if a shipment is created from an Order without an existing Authorization, then only the Sale Transaction type will be available.

To Process a Capture

Shipments can allow the capture transaction type only when an Authorization has been processed on the Order, but not yet captured.

When a capture or a sale is processed against a Shipment, then a Prepayment Receipt will be created and applied to the shipment.

The Shipment totals tab will be updated with the Prepayment amount and the outstanding amount will be updated.

 

 

PayFabric AR Invoice Entry

PayFabric has been added into the Sage invoice entry screen. This will open the PayFabric Transaction screen to be able to process a sale against the invoice. 

 

 

Steps to process on AR Invoice

1. Navigate to Accounts Receivable > A/R Transactions > PayFabric Invoice Entry
2. Select a batch number for the invoice
3. Add a new entry to the batch
4. Populate the customer number
5. Add the line items 
6. Click Add button, this will enable the PayFabric button
7. Click the PayFabric button to open the PayFabric Transaction window
8. Select a processing code (CC or ACH)
9. (Optional) Change the selected batch, by default, the most recent batch matching the bank code and currency of the selected processing code will be selected
10. Select an existing payment method or enter a new payment method to process without saving the wallet.
11. Click process
12. If the transaction has been approved, there will be a confirmation message displayed. Subsequently, the document totals will be updated with the processed amount.

PayFabric AR Invoice will only allow for one payment (pre-payment) to be made directly from the Invoice. In situations where only a partial amount of the invoice is being paid at the time, then an AR Receipt will need to be created and processed for the remaining amount. 

 

 

PayFabric AR Receipt Entry

PayFabric has been added into the Sage AR Receipt Entry screen. This will give the merchant the ability to open the PayFabric Transaction screen to be able to process payment. 

Supported Receipt Types:

The following Receipt types are currently supported

- Receipt

- Prepayment

- Unapplied Cash

- Misc. Receipt 

Steps to process on an AR Receipt:

1. Navigate to Accounts Receivable > A/R Transactions > PayFabric Receipt Entry
2. Select a batch or create new
3. Add a new entry to the batch
4. Select the Transaction Type of 'Receipt'
5. Populate a customer number
6. Enter a receipt amount
7. (Optional) Apply the receipt 
8. Click Add, this will enable the PayFabric button
9. Click the PayFabric button
10. Select the processing code (CC or ACH)
11. Select an existing payment method or enter a new payment method to process without saving the wallet

After processing the payment, the Payment Code on the receipt will be updated to reflect the Payment Code associated to the Processing Code used to process. 

Batch Number will be set as the current AR Receipt batch, that the receipt is being created under. 

The following Transaction types are available on the transaction details screen from the AR Receipt Entry form:

Sale

 

 

PayFabric Permissions

User access to PayFabric payment processing can be set by using Sage's security group settings. Additionally, the security settings can control which PayFabric forms can be accessed.

To prevent users from processing on PayFabric Forms

If the user does not have the permission to create receipts, we will prevent them from processing payments. As such, the permission for payment processing can be set through the 'Receipt Entry' permission found in the Accounts Receivable security. 
Note: This will affect all applicable forms that PayFabric processing can be accessed. 

 

To prevent users from accessing certain forms

The PayFabric forms can also be controlled by Sage security settings.

User visibility to these forms can be adjusted using the Sage security setting mentioned below.

• PayFabric Order Entry
  To hide visibility, user must not have below permissions found under Order Entry:
  - Order/Shipment/Invoice Entry
  - Order Entry
  - Transaction Inquiry
• PayFabric Shipment Entry
  To hide visibility, user must not have below permissions found under Order Entry:
  - Order/Shipment/Invoice Entry
  - Shipment Entry
  - Transaction Inquiry
• PayFabric Invoice Entry (AR)
  To hide visibility, user must not have below permissions found under Accounts Receivable:
  - Invoice Inquiry
  - Invoice Entry
• PayFabric Receipt Entry
  To hide visibility, user must not have below permissions found under Accounts Receivable:
  - Receipt Inquiry
  - Receipt Entry
  
  

 

 

 

Copyright Information

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