Credit Card Numbers and Sales

[ssolberg]

I see that there is a place to put the CC# (and a couple other fields) on Sales Order Entry (on the header) but I have been asked if it is possible to put this information someplace on the Customer Master so that it would default into Sales Orders? I don't see anything on the Customer Master to do such things so I'm just wondering what others are doing with regards to Credit Cards and Sales and Customers? Is anyone storing the Credit Card info someplace on the Customer Master for "reference"? It would be an extra step to go get it to then put in on the Sales Order but at least it would be stored on the Customer? Just looking for thoughts and ideas...

 

[Teri]

Hi Sannan,

Use the delivery instructions in the billing instructions screen, P4206. This defaults
into the sales order header.
We use the Acct No etc fields.

Teri

 

[G_Smith]

Sannan,



We had to build a separate file to store the Customer's Credit Card
number and expiration date due to security issues. Also we incorporated
a routine to mask the CC# in the file so that no one could use the
number by direct access to the file. On the program display there is a
function key that is authorized to only certain people to un-encrypt the
number for verification purposes otherwise the number is displayed
####-####-####-9999. Also we have had a bear of a time keeping the info
on the Sales Header in sync with the Order Lines that are being Invoiced
using the current card number and expiration date with the auth from the
CC processing system. You would be surprised as the number of times one
part of an order will be invoiced with one card number and a remaining
portion may be invoiced with another card number. Also a customer may
have more than one card they would want used such that a single place to
store a CC# won't work.