Prior to processing credit card payments using the Element Payment Services solution, complete the following conversion activities so your data is set up correctly:
Upgrade to Release 8.6.8 or later of the Eclipse software.
Establish your agreement with Element and receive your credentials with them.
The night prior to your specified Element conversion date, which you have coordinated with Epicor Eclipse and Element, complete the following:
Complete all your in-process transactions in Eclipse and settle transactions with your old credit card solution. This includes any transaction that is a "pre-authorized" state.
If you do not complete the sales for pre-authorized transactions and run the conversion, you need to let the authorization expire and enter the credit card transaction again. "Pre-authorized" transactions that are not complete are not included in the conversion.
Run the contact and customer conversion utility to convert your Eclipse customer and contact credit card information into tokens and to create the appropriate payment accounts in the Element database. .
Run the transaction conversion utility to convert credit card information on orders into tokens and to create the appropriate accounts in the Element database.
Run the Element Credit Card Purge Utility to strip all but the last for digits of any card number that was not converted to a an Element account. This includes card numbers in log and activity files.
Replace your old swipe devices with the new encrypted swipe devices.
Verify your credit card control maintenance record settings.
Verify that your processor and range are setup for use with Element.
Inform Activant Solutions that you are no longer using the Eclipse-TSYS solution to begin the discontinuation process.