Circulation Setup Manual
NavigaSupportUser Manual
  • Circulation Setup Manual
  • ❶ Introduction
    • Naviga Circulation and the Setup Process
    • Navigating in Circulation Setup
    • Navigating in Graphical Setup
    • Using this manual
  • ❷ Subscription
    • Introduction
    • Address Menu
      • Country
      • State
      • County
      • City
      • Town of 25
      • Census Tract/Block
      • Street Suffix
      • Street
      • Street Synonym
      • Street Abbreviation
      • Dwelling Status
      • Dwelling Type
      • Unit Designator
      • Zip
      • Level Designator
      • Digital Properties
    • Occupant Menu
      • Credit Status
      • Title
      • Name Suffix
      • Occupant Type
      • Other Name Type
      • Phone Number Type
      • Communication
    • Demographic
    • Codes Menu
      • Source
      • Reason
      • Complaint
      • Donation
      • Solicitation
      • Renewal Group
      • Renewal Override
      • Merchandise
      • Offer Code
      • Contact Type
      • Contact Reason
      • CC Token Prefix
  • ❸ Business
    • Introduction
    • Products Menu
      • Business
      • Company–GL
      • Chart of Accounts
      • Company
      • Maps
      • Deliverable
      • Deliverable Sort
      • Edition
      • Edition Model
      • Publication
      • Delivery Schedule
      • Publishing Calendar
      • Holiday Calendar
      • CC Invoice Calendar
      • CC Run Date Calendar
      • TM Calendar
      • Publishing Info
      • Tran Type Publication
      • Paper Section
      • Prev Deliv Exception
    • AAM Menu
      • AAM Zone
      • AAM Column
      • AAM Price Level
      • AAM Report Headings
      • Paid/Qualified Row
    • Do Not Call List
    • Language
    • Reward Program
    • Combo
    • Calendars
  • ❹ Distribution
    • Introduction
    • Geographic Menu
      • Area
      • Zone/District Manager
      • Service Area
      • Depot
      • Trip
    • Route Menu
      • Distribution Class
      • Draw Class
      • Route Type
      • Rounding Model
      • Delivery Placement
      • Distribution Point
      • Home Delivery Route
      • Single Copy Type
      • Single Copy Route
      • Complaint Code
    • Account Setup Menu
      • Account Type
      • Account
      • Substitute Draw
      • Account Class
      • Account Group
      • Account Notification
    • Truck Menu
      • Truck
      • Departure Sequence
      • Truck Sequence
    • Mail Menu
      • Label Group
      • ZIP PO Zone
      • ZIP Label Group
      • ZIP Label Sequence
    • Maintenance
    • Notification
    • Carrier Message Rule
    • Carrier Entry Rule
    • Publishing Group
    • Publishing Group Run
    • Multi Pack
    • Multi Pack Bundle
    • Print Site
    • Return Rules
  • ❺ Accounting
    • Introduction
    • Account Billing Menu
      • Bill Source
      • Age Period
      • Bill Format
      • Bill Message
      • Bill Period
      • Collection Message
      • Finance Charge
      • Remit Address
      • Statement Calendar
      • Accrual Calendar
      • Aging Calendar
      • Terms
      • Charge/Credit Code
      • Draw Adjustment
      • Distribution Code
      • Default Recurr Chrg
    • Account Setup Menu
      • Account Collector
    • General Ledger Menu
      • Company - GL
      • Fiscal Period Util
      • Chart of Accounts
      • Chart of Acct Import
      • Company
      • Bank
      • AR GL Account
      • CR GL Account
      • Account Payment Adj
      • Charge/Credit Code
      • Credit Card Account
      • Publication
      • Sub Payment Adjustment
      • Unearned Revenue
      • Payment Holding Acct
    • Account Rates Menu
      • About Rate Setup
      • Drop Rates
      • Export/Import Account Rates
      • Account Rates
    • Subscription Rates Menu
      • Source
      • Reason
      • Rating Validation
      • Export/Import Subscription Rates
      • Subscription Rates
      • Maintaining Subscription Rates
      • Delivery Fee
      • Fee Code
    • Campaign
    • Campaign Properties
    • Campaign Group
    • Renewal Campaign
    • Import Campaign
    • Taxes Menu
      • Tax Authority
      • Exempt Reason
      • Charge/Credit Code
      • Tax Authority Publ
      • Country Tax Authority
      • State Tax Authority
      • County Tax Authority
      • City Tax Authority
      • Tax Authority Exempt
      • BAS Category
  • ❻ System
    • Introduction
    • Device
    • Security Menu
      • Security Overview
      • Group
      • Group Change
      • User Profile
      • User Profile - CR
      • Generate Access Key
      • Security ID
      • Security ID Change
      • Menu Security
      • Transaction Security
      • Field Security
      • Add On Activation
      • Security Report
      • Security Threshold
      • Encryption Control
      • Encrypt Private Info
      • Decrypt Private Info
      • Purge Private Info
      • Division
    • Time Zone
    • Report Configuration
    • File Map
    • Pymt Auth Messages
    • Website
    • Translation
  • ❼ Business Rules
    • Introduction to Business Rules
    • AAM
    • Account Export
    • Account Finance
    • Account Invoice
    • Account Journal
    • Account Payments
    • Account Setup
    • Address Cleansing
    • Circ API
    • Customer Services
    • Email
    • Events
    • General
    • Import Sub Activity
    • InsertPlus
    • Insight
    • Integration
    • iServices & Mapping
    • List MatchPlus
    • Login
    • Loyalty
    • Mail Processing
    • Pymt Auth - Account
    • Pymt Auth - General
    • Pymt Auth - Subscrib
    • Pymt Auth - Vindicia
    • Reports
    • Returns
    • Rewards
    • Route Processing
    • Route Services
    • Subscriber Acctg
    • Subscriber Billing
    • Subscriber Payments
    • Transportation Cost
    • Household Management
  • ❽ Miscellaneous and Utilities
    • CTI API Properties
    • Documents
    • Mapping Properties
    • SSO Properties
    • Copy AAM Headings
    • Copy Business Rules
    • Copy Publ Info
    • Copy Router By Publ
    • Copy Routes
    • Create RouteDelSched
    • Delivery Schedule Verify
    • Mass Import/Export
  • ❾ Deprecated Features
    • Marketing Terms
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  1. ❼ Business Rules

Pymt Auth - General

Note: All of the credit card interfaces mentioned in the Payment Authorization sections require a separate license fee to use. Contact the Naviga Support Center for more information.

Important: If these settings are changed, you must close and relaunch all Graphical modules after the changes have been made.

  • 1. Which off-site credit card storage and authorization service do you use? B (Client) Default Value: None This is the Business Rule that “activates” the Braintree off-site service or the Hosted Page. The possible settings are:

    Value

    Braintree

    You use Braintree for offsite credit card storage

    Hosted Page

    You use a hosted order page solution

    None

    You do not use offsite credit card storage

    Note: Setting this Business Rule should be considered an irreversible decision. Once you activate the off-site or hosted service, you should never change the setting.

    After setting this Business Rule, you must stop and restart all Circulation and other Naviga applications, such as InsertPlus, iServices, List MatchPlus, etc. All character-interface and graphical-interface sessions must be shut down and restarted.

  • 2. Which hosted page credit card authorization service do you use? B (Client) Default Value: None A hosted order page is an offsite credit card authorization solution that works with Circulation. A credit card hosting company (such as CyberSource or Payway Complete) is interfaced directly with Circulation for data input, but credit card information never actually touches the Circulation application. In regard to PCI compliance, utilizing a hosted order page takes Circulation out of the picture entirely.

    Value

    bPoint

    bPoint hosted order page is used.

    Beanstream

    Beanstream hosted order page is used.

    Braintree

    Braintree hosted order page is used.

    Cybersource

    Cybersource hosted order page is used. Note that this product has been superseded by Cybersource SA and is no longer supported.

    Cybersource SA

    Cybersource Secure Acceptance is used.

    Edgil

    Payway Complete hosted order page is used.

    EPX

    EPX hosted order page is used.

    None

    A hosted order page is not used.

    PayPalHOP

    PayPal Payments Pro is used.

  • 3. If using off-site Braintree, what key ID should be used in authorization requests? B (Client)

  • 4. If using off-site Braintree, what key should be used in authorization requests? B (Client) The key ID (above: 3) and key are used for Braintree’s “transparent redirect” within iServices. They are access-control keys that iServices must provide, along with the Braintree user name and password (defined in other Business Rules), in order to gain access to the transparent redirect API associated with the Braintree account. This information is provided by Braintree and can be retrieved by selecting Options | Security Keys on the Braintree website after logging in. Both the key ID and key will be encrypted.

  • 5. Should we allow authorized credit card payments to cancel in Pymt Authorization utility? Default Value: No This BR will determine whether a PymtCancel transaction for an authorized credit card payment can be created when running the Subscriber Payment Authorization (Graphical Accounting > Subscriber Payments > Pymt Authorization).

    1. If the value of this BR is set to "Yes," the Payment Authorization utility will create a PymtCancel transaction for an authorized credit card payment.

    2. When set to "No," the Payment Authorization utility will not create a PymtCancel for an authorized credit card payment.

  • 6. When using Naviga Pay what site code is used for CM Account Payments? This business rule is used when we process Account Payments through Customer Service (CM). This specifies the name of the site code for the payment vendor. This value is provided by the payment vendor.

  • 7. When using Naviga Pay, what statement descriptor should be used for one-time payments? Enter the default statement descriptor that provides an explanation of charges or payments on bank statements when making one-time payments through Naviga Pay.

  • 8. When using Naviga Pay, what statement descriptor should be used for auto payments? Enter the default statement descriptor that provides an explanation of charges or payments on bank statements when making auto payments through Naviga Pay.

  • 9. Will Naviga Pay be used as the payment gateway? Default Value: No This BR will determine whether Naviga Pay will be used as the payment gateway.

    1. If the value of this BR is set to "Yes," Naviga Pay will be used as the payment gateway.

    2. When set to "No," normal payment vendor will be used.

  • 10. Should you use Naviga Pay for Bank Draft payments? Default Value: No When using ACH Direct Debit, this must be set to Yes; else, it should be set to No.

  • 11. Should you use Naviga Pay for PayPal payments? Default Value: No This BR will determine whether Naviga Pay will be used as the payment gateway for PayPal payments. Set the value to Yes, if Naviga Pay is to be used as the payment gateway or else it should be set to No.

  • 12. When using Naviga Pay what URL that should be used? This specifies the URL of the Naviga Pay Service Servlet. This value is provided by the payment vendor.

  • 13. When using Naviga Pay what site code is used for NCS Self-Services Subscriber Payments? This business rule is used when we process Subscriber Payments through iServices or Subscription Link. This specifies the name of the site code for the payment vendor. This value is provided by the payment vendor.

  • 14. When using Naviga Pay what site code is used for CM Subscriber Payments? This business rule is used when we process Subscriber Payments through Customer Service (CM). This specifies the name of the site code for the payment vendor. This value is provided by the payment vendor.

  • 15. When using Naviga Pay what site code is used for NCS Self-Services Account Payments? This business rule should be used and answered in order to enable account payments through Naviga Pay Services. This specifies the name of the site code for the payment vendor. This value is provided by the payment vendor.

  • 16. When using Naviga Pay what site key is used for Subscriber Payments? This business rule is used for Subscriber Payments iServices/Distribution or Accounting Service through CHUI/GUI. This specifies the name of the site key for the payment vendor. This value is provided by the payment vendor.

  • 17. When using Naviga Pay what site key is used for Account Payments? This business rule is used for Account Payments iServices/Distribution or Accounting Service through CHUI/GUI. This specifies the name of the site key for the payment vendor. This value is provided by the payment vendor.

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Last updated 1 year ago