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payments are attached to the document. Depending on the type of credit
card transactions found, the AssureBuy Payment Processing application may
prevent the payment from being removed until a credit card transaction has
been removed or reversed. The following items outline the verifications
performed by AssureBuy.
1) If any unprocessed credit card transactions are found, then the
application will automatically void the transaction and allow the
payment to be removed normally.
2) If any sales transactions are found that do not have a corresponding
refund transaction, the application will display the following warning
message: “Cannot remove item with AssureBuy payments on file.
Review payments now?” By selecting No on the warning message
window, the application will cancel the remove operation. By
selecting Yes, the AssureBuy Payment Processing window will
launch with all the transactions attached to the current document
available for review. To complete the payment removal process,
issue a refund for any sale transaction that has not already been
refunded.
Invoicing Batches
An invoice batch represents a user-defined collection of documents in the
Great Plains system. Each batch is identified by a unique Batch ID. Inside
the invoice batch, a document may have one or more payments, or deposits,
attached. These payments can be a combination of AssureBuy transactions
and non-AssureBuy transactions, such as cash or check payments. When
using the AssureBuy Payment Processing application, users should perform
the AssureBuy Batch Transaction Processing function before performing the
normal Batch Post procedure in Great Plains. This step is necessary
because some of the credit card transactions may still be pending because
they were saved to batch instead of processed immediately. These credit
card transactions must be processed before the batch can be posted. If the
credit card has not been charged, then the payment has not yet been
recorded on the invoice document.
When the Invoice Batch Entry window is open, an Extras menu will appear
with two AssureBuy menu functions: AssureBuy Transactions and Process
AssureBuy Batch Transactions.
AssureBuy Payment Processing Microsoft Great Plains Dynamics/eEnterprise AssureBuy Functionality • 93