Defining Prompts for Additional Credit Card Information

Use the Additional Customer Credit Data screen to apply a security level to customer credit card information. For example, you can have the system prompt the order writer to ask the customer for additional credit card information during order entry.

Note: You must purchase the Credit Card Level 3 companion product to view Level 3 data. For more information, contact your Eclipse inside salesperson.

To define prompts for additional credit card information:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, type the name of a customer and press Enter. The system populates the field on this screen with the customer's information.
Use the Credit hot key to display the Credit Control Parameters screen.
Use the Add'l Credit Data hot key to display the Additional Customer Credit Data screen. For more information about this screen, see Entering Additional Customer Credit Data.
The Credit Card Information field is one of two fields on this screen that pertains to credit card transactions. To show which level of credit card information is required for this customer, press F10 and select one of the following:

None – Requires no additional information to save the order.
Prompt – Prompts the user to enter credit card information for the order.
Required – Requires credit card information to save the order, unless you are assigned the CREDIT.CARD.REQD.OVR authorization key.

In the Allow Sending Credit Card Level 3 Data for Customer field, enter one of the following to send level 3 data in the credit card settlement process:

Note: This setting overrides the Allow Sending Credit Card Level 3 Data control maintenance record:

Y – The system does not send level 3 data. This option provides a cost savings if your company does not use level 3 information.
N – The system sends level 3 data. This is the default.

Press Esc to save the information and return to the Credit Control Parameters screen.