EQC: EQLink-Merchant Accounts

Merchant Accounts

Merchant Accounts used on eCommerce are first setup in DB Distributor then sent to EQ Link. Account User ID and password are not transmitted to EQ/l. This information must be entered in each software. Merchant Accounts are assigned in DB/d at the Customer level in Client Constant Data.

DB/d Merchant Account Setup

Go to DB Distributor > Optional Modules > Credit Card Vault > Merchant Accounts.

Adding the Merchant Account

Use these exact naming conventions when creating the Merchant Account. (Required by EQ/l).

• AN – use for Authorize.net.
• PT – use for PayTrace.

1. Enter AN for Authorize.net
2. Select ‘A-Authorize.net ‘from the dropdown
3. Description: Enter Authorize.net
4. Enter Account User Id: *This information MUST match what is entered in EQ Link.
5. Enter Password: *This information MUST match what is entered in EQ Link.
6. The Environment is used with Auth.net. If the account is not yet live, specify “SANDBOX” to place test transactions. For live transactions, the Auth.Net account must be switched to Live mode and change the Environment to “PRODUCTION”.

EQ Link Merchant Accounts

The same information must be entered into both DB Distributor and EQ Link. Go to AR > AR File Maintenance > Merchant Account.

The Add button is shaded out because all Merchant Accounts come from DB Distributor.

• Click Edit
• Add User ID: Must match DB/d.
• Add Password: Must match DB/d.
• Test Mode – only used while testing.
• Click Check Settings to test communication.
• Save

Phony User ID displayed in screenshot.

Test Mode displays this warning.

Additional Settings

EQ Link Company Maintenance controls the accepted online payment methods. File > Company Maintenance, edit the company.

On Pmt Types tab, select all payment methods and specific credit cards accepted.

Note: Surcharges have no effect in the EQ Lin environment.

eCommerce Settings

Exporting to EQ/c sends the Merchant Account information for use on line. The next step is to assign a Markup to the merchant account for credit card pre-approval.

eCommerce Distributor Setup

Distributor Setup > Setup > Merchant Accounts.

Each account has a MARKUP option. This percentage is used during the credit card Pre-Authorization process to approve the credit card for more than the value of the order. This allows for differences in tax rates or shipping calculations.

Only up to the authorized amount can be charged to the credit card. Add and Save (optional).

Assigning the Merchant Account in DB/d

The final step to using a merchant account is to assign it to the EQ Link client. Go to Customers > Customer Default Data.

Proceed to the third screen. Enter merchant account (use lookup) and save.

Note: Enter a terms code into the CC Plus: Alt terms code if invalid credit card. This term is used when credit card transactions fail.

Merchant Account settings in EQ/l

In EQ Link, edit the client and click on the Setup tab to see the assigned Merchant Id.

Selecting the Credit Cards accepted.

In Company Maintenance, the credit cards accepted for any eCommerce client was selected. At the client level this can be customized.

• Edit the client in EQ/l.
• Click on eComm tab.
• Click Allowed Payment Methods

Payment Methods can follow:

• System Default – from Company maintenance.
• Accepted
• Not Accepted.

Select the desired options then click exit and save the client. Export to EQ/c to update the site.

Credit Cards used on eCommerce orders send a token to the Merchant Account for settling.