A/R Agency - CNH Productivity Plus
Use the A/R Agency tab to set up or authorize a payment method (A/R Agency code) for the customer. The payment type is set on the Details tab of the invoice, in the Cash Code field. An A/R Agency code is a type of Cash Code, which is configured on the Accounts Receivable - Cash Codes screen. The A/R Agency tab is available from any of these invoices:
The A/R Agency - CNH Productivity Plus screen includes fields specific to a CNH Productivity Plus customer. Topics in this section are:
Authorization Process
IntelliDealer almost always performs an authorization followed by a capture. For example, authorizing the customer credit for $100, and then later capturing for $45.23 to pay the invoice. The timing on when IntelliDealer performs the capture is:
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Equipment, Rental, and General billing invoices ALWAYS capture during billing (either real-time billing or a billing run).
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Parts invoices and work orders usually capture in real time, as soon the user presses invoice. However, there are a few cases where a billing will need to happen.
During billing runs, IntelliDealer puts the authorization into Authorization Maintenance. IntelliDealer attempts to perform the capture. If it is successful, the record is removed from Authorization Maintenance. Should it fail for any reason, someone from the dealership must open the Authorization Maintenance screen and deal with the issue. Possible reasons include:
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network issues
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processing service unavailable
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insufficient credit
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credit card restrictions
Screen Description
The information fields on the A/R Agency - CNH Productivity Plus tab are:
| Information | |
|---|---|
| Field | Description |
| Order Number | The order number of the invoice. |
| Customer | The name of the customer associated with the invoice. |
| VESign | Indicates whether there is a VESign document associated with the invoice, and if so, its status. |
| Location | The location where the invoice was originally created. |
The fields on the A/R Agency - CNH Productivity Plus tab are:
| Field | Description |
|---|---|
| Agency Code | The agency code that the credit will be charged to for this transaction. |
| Card Number | The customer's card number. |
| Promotional Codes | The promotional code applies when using CNH Productivity Plus, and is a user defined
promotion. Click the search  icon to open the CNH Promotions for Entire Invoice/Force Code screen. |
| Force Code | The force code indicates the reason why the promotional code is being forced through to CNH CRA. |
| Force Description | A brief description outlining why the promotional code is being forced. |
| Client ID |
The user's CNH Productivity Plus pay interface client ID number, as supplied by Case. The Client ID number is setup on the Cash Codes configuration screen. |
| Terminal ID |
The terminal identification number for the CNH Productivity Plus interface. The Terminal ID number is setup on the Cash Codes configuration screen. |
| Request ID | Freeway Request ID (needed for follow-on requests such as captures, credits, and voids). |
| Chargeable Amount | The total actual value of the charge. |
| Previously Authorized |
The previous amount authorized. Note: If a New Authorization Amount is entered the Previously Authorized amount will be cancelled. |
| New Authorization Amount |
Allows you to enter a new amount to be authorized. A new authorization amount can be entered when authorizing the selected invoice from the A/R Agency tab. If you authorize the invoice from the Details tab, you are not permitted to enter a new authorization amount. |
| Expiry Date | The date the A/R agency card expires. |
| Store ID |
The store identification number setup for the CNH Productivity Plus interface. The Store ID number is setup on the Cash Codes configuration screen. |
Note: The configuration in the Accounts Receivable Account(s) per Invoice field determines whether the system checks the credit limit, transaction limit, or both when authorizing a sale.
Click the Clear Card Information link to clear the Card Number field.
Click the Click here to see ineligible parts link to open the Ineligible Parts for Promotion screen to view a list of parts that are ineligible for the selected promotion.
Once invoiced, the Authorization button appears.
When processing a refund, a Previous Request field is available that allows you to search for a previous invoice. Click the search icon to open the Invoice History screen. Select an invoice to link it to the current transaction.
A Refund button appears.