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| <title>The Authorize Transaction help screen</title> |
| <para>An authorization is a temporary transaction that shows a commitment to take money from an |
| account.</para> |
| <para>The 'Authorize' process is the first step in allowing a sales transaction payment to be |
| accepted. In OFBiz a service would be defined to carry out the authorisation process each |
| time for example, a credit card is used. It will perform specific validation tests before |
| the payment can be classes as 'authorised'. </para> |
| <para>When a payment is authorised it means that it has been validated and that the credit card |
| or bank account has been checked to ensure that it has sufficient funds available to cover |
| the proposed transaction. A number or code may be issued as evidence of the |
| authorisation.</para> |
| <para>NOTE: In the 'Payment' settings for a store as part of the Product Payment setup the user |
| can specify various services that will process a payment transactions through to completion. |
| This includes the following:</para> |
| <para> |
| <itemizedlist> |
| <listitem> |
| <para>Payment Authorisation</para> |
| </listitem> |
| <listitem> |
| <para>Payment Capture</para> |
| </listitem> |
| <listitem> |
| <para>Payment Credit</para> |
| </listitem> |
| <listitem> |
| <para>Payment Authentication Verification</para> |
| </listitem> |
| <listitem> |
| <para>Payment Re-Authorisation</para> |
| </listitem> |
| <listitem> |
| <para>Payment Refund</para> |
| </listitem> |
| <listitem> |
| <para>Payment Release Authorisation </para> |
| </listitem> |
| </itemizedlist> |
| </para> |
| <para>This is used to provide verification and approval for the first step of the sales |
| transaction payment process.</para> |
| <para>An 'Authorize' button is also displayed on Sales Order detail screen if a Credit Card |
| payment was specified for a sales order. This is probably a more natural place for a payment |
| transaction to be authorised.</para> |
| <para>NOTE: Using OFBiz demo data if DemoCustomer uses their credit card for payment then an |
| transaction is created that is automatically authorised and can be viewed using the Gateway |
| Responses. </para> |
| <section> |
| <title>How do I create and authorise a transaction?</title> |
| <para> |
| <orderedlist> |
| <listitem> |
| <para>Enter the 'Order Id' of the sales order for which payment is being |
| made</para> |
| </listitem> |
| <listitem> |
| <para>Enter the 'Order Payment Preference Id' (NOTE: This is automatically |
| generated at sales order creation and may be difficult to find out...I found |
| it by initially doing an order and then paying by DemoCustomer's credit card |
| and checking Gateway Responses for what was displayed in that field for the |
| order)</para> |
| </listitem> |
| <listitem> |
| <para>Select the 'Payment Method Type' (NOTE TO CHECK: What happens if you use |
| other selections not just credit card?)</para> |
| </listitem> |
| <listitem> |
| <para>Enter the 'Amount'</para> |
| </listitem> |
| <listitem> |
| <para>Press the 'Authorize' button</para> |
| </listitem> |
| <listitem> |
| <para>A new transaction should be displayed with the status of authorised</para> |
| </listitem> |
| </orderedlist> |
| </para> |
| <para>NOTE: The demo data payment settings for the Payment authorisation Service is set to |
| always approve so no transactions will display here because of this. Need to test and |
| maybe try removing the 'always approve' to see if the transaction will be created as |
| 'unauthorised ' </para> |
| </section> |
| </section> |