Additional Setups
While the NAV-X Credit Card setup performs most of the setups for you, you might want to understand and review the setups to be able to make changes when needed. All setups described below can be reached by choosing the 
icon and entering the headings below. They can also be accessed from the Credit Card Setup page.
Currencies
The gateway requires the definition of the ISO Numeric Code for each currency used in credit card transactions. Those currencies are used to tell the gateway the currency for the transaction amount.
Account Type Setup
Account types are used to define the different credit card types and bank account types that are supported by the system. Account types will automatically be created when the app is originally installed and configured. The Account Type list can be accessed from the Credit Card Setup under Process or by choosing the icon and entering Account Types. The Credit Card Setup can be found under Setup & Extensions > Manual Setup.
| Account Type | The Account Type defines whether the account type represents a Credit Card or an ACH (bank account). |
| Name | The Name identifies the account type in the system and should be chosen to uniquely identify the account type. |
| Internal Code | The Internal Code is the code used by the gateway to identify the specific credit card or ACH type. Please do not change any existing internal codes as this could cause the system not to function properly anymore. |
Payment Method Setup
Payment Methods are used by NAV-X Credit Card to determine, if the customer will pay by credit card or a different method of payment. You can find details on Defining Payment Methods in the Microsoft Documentation.
NAV-X Credit Card creates automatically a new payment method for you called CARD. If such a payment method exists already, it will modify the setup to utilize this as a credit card payment. This payment method is setup to be used on customer setups and sales or service documents to indicate that the customer pays via credit card. If you want to configure a new payment method in this manner, you cannot define a Bal. Account No. and you have to set the field Payment Type to Credit Card.
Another payment method is also created automatically called BANK. If such a payment method already exists, it will modify the setup to utilize this as a ACH payment. This payment method is setup to be used on customers setups and sales or service documents to indicate that the customer pays via ACH payment. If you want to configure a new payment method in this manner, you cannot define a Bal. Account No. and you have to set the field Payment Type to ACH.
You can also define a default Payment Terms Code on each payment method. This payment term will then automatically be added when this payment method is used. For instance, you can define that - whenever a credit card is used on an order, the payment term should automatically be changed to CREDITCARD, which could have an empty due date calculation.
Unit of Measure Setup
Units of measure are used to define the packing sizes items are sold in or stored in inventory. Unit of measures are also transmitted to the gateway on credit card transactions in the line level detail. These details are transmitted for PCI compliance. Units of measure are standardized for this and we need to map the units of measure you have in your solution to the standard codes used for credit card processing. NAV-X Credit Card already has done this automatically for you. If it could find a proper match, the match is configured. If not, the standard code of PCE for Piece was used.
While you can process credit card transactions with this setup, it is suggested to review the configured units of measure and make sure that the mappings are done properly.
Item Setup
If you require additional information on how to setup new items, please read Register New Items. To be PCI Level III compliant, document line details must be transmitted for a transaction. You already defined the standard codes for units of measure, which is one of the data elements that needs to be transmitted. The second element is the Commodity Code. A commodity code classifies an item – usually only required for exports of goods. However, it is required that all items have a Commodity Code defined for credit card and ACH processing. If this field is not defined, the default value defined on the merchant setup is used. This field can be found in the Costs & Pricing fast tab under Foreign Trade.
Source Code Setup
Source codes are tags on transactions to identify the source of a transaction. For instance, any transaction posted from a sales order has a specific source code attached to identify this source. A source code is also required for credit card transactions. This is done automatically at the time of installation, but you can review and modify the source code. The field for credit card transaction source codes is called "Credit Card Payments" and accessible on the Source Code Setup. You can find this page through the Business Central search.
Commodity Code Setup
Commodity codes are required to be used on items. Items will be classified for credit card transactions with PCI level III compliance as described above. The Commodity Code list can be accessed from the Credit Card Setup under Process or by choosing the icon and entering Commodities. The Credit Card Setup can be found under Setup & Extensions > Manual Setup. Learn more about Commodity Codes.
User Setup
Please navigate to the User Setup page by choosing icon, enter User Setup, and then choose the related link.
| Credit Card Terminal | Please select the terminal to be used for this user from the list of existing terminals. When the user starts the process of a Card Present Transaction, the terminal defined in this field is used. |
| Print Receipt | If you want to print paper receipts from within Business Central for your customers for Card Present Transactions, please enable this field |