A/R Agency
To open the A/R Agency tab, click an Order Number on the Parts Invoicing screen.
Note: The A/R Agency tab will only appear if at least one of the items on the Details tab will be paid for using a Cash Code that requires some form of authorization and if the Edit CR Limit, Trans Limit, or Both switch in the CMBR1 table is set to either C or B.
The A/R Agency tab allows you to set up or authorize an A/R Agency
A/R Agency codes are used to specify methods of payment available to the customer of a dealership. For example cash, credit card, or house account. for a customer.
The following fields appear on the A/R Agency tab:
| Field | Description |
|---|---|
| Agency Code |
The agency code that the credit will be charged to for this transaction. |
| Card Number |
The customer's card number. |
| Credit Password | A credit password is required, if crediting a customer. |
| CVV2 Number | The four digit security number on the back side of the credit or charge card entered. |
| Merchant Number | The number that represents the dealership with the A/R Agency. |
| Authorization Number | Enter the authorization number received from the third party credit agency. |
| Transaction Number | When automated authorizations are being used with an A/R Agency a transaction number will be automatically returned and recorded in this field to mark the authorization request. |
| Credit Plan Number | The customer's credit plan number representing the credit plan that the customer is using. |
| Descriptive Billing Code | The billing code represents the type or invoice category. |
| Credit Limit | The customer's maximum credit limit as loaded for this A/R agency code on the Customer Profile screen. |
| Credit Rating | The customer's credit rating with the A/R Agency. |
| Transaction Limit | The customer's maximum transaction limit as loaded for this A/R agency code on the Customer Profile screen. |
| Chargeable | The net amount of the charge. |
| Expiry Date | The date the A/R agency card expires. |
| 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. |
The following fields will appear when using a Cash Customer:
| Field | Description |
|---|---|
| Name | Pulls the name entered on the Ship to address fields from on the Customer - Parts Invoicing Header tab. |
| Address 1 | Pulls the address entered on the Ship to fields from on the Customer - Parts Invoicing Header tab. |
| Address 2 | Pulls the address entered on the Ship to fields from on the Customer - Parts Invoicing Header tab. |
| City | Pulls the city name entered on the Ship to fields from on the Customer - Parts Invoicing Header tab. |
| Province/State | The ship to customer's province or state location. |
| Zip/Postal Code | Pulls the zip/postal code entered on the Ship to fields from on the Customer - Parts Invoicing Header tab. |
| County | The country where the ship to customer resides. |
| Phone | The ship to customer's phone number |
| Fax | The ship to customer's fax number. |
| The ship to customer's e-mail address. |
Click the Clear Card Information link to clear the Card Number field.
Note: The promotional code applies when using Case and FarmPlan, and is a user defined promotion.
Note: Switches in the CMBR1 table determine whether the credit limit, transaction limit or both will be checked by the system when authorizing a sale.
The following buttons allow you to complete your work on the A/R Agency tab:
| Button | Function |
|---|---|
| Authorize | Performs the A/R Agency communication and authorization check. |
| Voice Authorize | Indicates that you have called in the agency for a verbal authorization of the credit account. When you select the Voice Authorize button any Transaction Number field will switch to an Authorization Number field and you will need to type the authorization number that you received from the A/R Agency to record it with the transaction. |
| Swipe | If selected, will prompt the user to swipe their credit card using the POS terminal. |
| Key |
If selected, will prompt the user to manually enter their credit card number into the POS terminal. Note: If you are using the Verifone MX880 device, the Key button will never appear. |
| Close | Closes the A/R Agency tab and returns to the previous screen. |