Re-authorize Credit Cards

Epicor ERP 10
1

We run into situations where our longer lead time items exceed the credit card authorization lock. Then the customer’s credit card gets declined at the time of shipment, and we’re not able to re-authorize it for whatever reason (unresponsive customer, change in credit, etc).

Are we the only ones with this issue?

We’d like to batch re-authorize our preauths when they expire to prevent this. How?

We’d also like to get a list/report of failed re-auths so customer service can work with the customer ahead of time, and not delay the shipment.

Or is that not possible, and taking a deposit is the only way.

@svanniman - Similar thread, but I couldn’t find an Epicor setting on auth expiry days: Credit Cards - #23 by svanniman

Authorization Expiry Times from PayPal / Braintree:

  • V/MC – 7 days
  • Amex – 7 days
  • Discover – 30 days
    Braintree will automatically expire auths that are not settled based on the above timelines
2

Following this. We went live last Monday (12/2) on E10 and are going to run into this. Some of our products have a 14 day lead time. Hoping someone has a solution.

3

Our Paypal account manager has been very responsive, and pointed me to their development group.

Thank you for contacting PayPal technical service team. You can use Orders API in your case. https://developer.paypal.com/docs/api/orders/v2/ You can create an order and authorize the payment within 30 days and then capture within the valid time frame Please refer to this link https://developer.paypal.com/docs/orders-integration-guide/for the steps to make the calls. This should provide enough time for you to capture the payments.

This sounds like we’d be pushing our Epicor orders to the Paypal API in parallel. Not sure how we’d tie both back together at time of shipping.

4

If you use fulfillment workbench and pick orders, you can change the credit card conf to re-authorize on picking. Not sure if just printing a pick list will do it.

5

Hi Bryan,

Thank you. We do have that option enabled. Unfortunately, it still slows down the process when the order has to be pulled out of the regular picking flow, and then customer service has to attempt to get in touch with the customer when the re-auth is declined. Maybe we should change the days value from 10 to 7, though…

If we could catch it earlier before picking, that’d be much better. It looks like Paypal’s reply would give us 30 days, which would catch 99% of the credit card orders.

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6

We are a little closer - We took the Credit Card Report, and customized it in SSRS to have everything show on one row, then viewed it as EXCEL instead of PDF. Not that I can do anything with that yet…

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