PP00001: Portal Activation

Added the following:

  • General (Tab Page)
    • For Private Portal
      • Payment Processor Type – selection for processor types such as 2checkout and other processors in the near future. (Options: none, and 2checkout).
      • Payment Processor ID – selection for payment processor ID to be used.
    • For Public Portal
      • Payment Processor Type – selection for processor types such as 2checkout and other processors in the near future. (Options: none, and 2checkout).
      • Payment Processor ID – selection for payment processor ID to be used.

Interface:

PP00004: 2checkout Processor

Description:

This program allows for creation of multiple custom 2checkout merchant accounts to be used for payment processing in Community Portal payment transactions.

Located At:

Main > Core Business > Private And Public Portals > Payment Processors > 2checkout Processor

Initial Tabs, Fields, And Columns:

  • General (Tab Page)
    • Code
    • Description
    • For Branch
    • Merchant API Settings
      • Merchant ID – the merchant ID of your 2checkout account.
      • Secret Word – the secret word of your 2checkout account.
    • Auto Create Document Settings
      • Use this [LABEL] for header ‘Descriptions’ and ‘Notes’ – this is used to auto fill any fields such as ‘Descriptions’ or ‘Notes’ on auto created documents from the BackOffice ERP.
      • Use this [MERCHANT DETAIL] after the header label – this is used to auto fill any fields such as ‘Descriptions’ or ‘Notes’ on auto created documents from the BackOffice ERP. (Options: Sales #, Invoice #, Internal Pay ID).

  • Processor Charges (Tab Page) – the system detects the currency of the portal transaction and then applies the correct charges on top of its base amount.
    • Grid:
      • Currency – per document currency.
      • Percentage (0-100%) – percentage charge.
      • Fixed – fixed charge.
      • Currency Map (Optional) – used as the equivalent currency of the payment processor. For example, your company uses the currency code ‘SAR’ but the payment processor uses the currency code ‘S.R.’. If this is not correctly set and not supported, your checkout page will return an error.

 

PP00003: Public Portal Dashboards (NEW)

Description:

The Public Portal Dashboards allows you to add B.I. Dashboard Profiles for public portal users. This master file will later be enhanced to add more security settings related to public portal users.

Located At:

Main > Core Business > Private And Public Portals > General Setup > Public Portal Dashboards

Initial Tabs, and Fields:

  • General (Tab Page)
    • Code
    • Name
  • Dashboards
    • Grid:
      • Code
      • Description

Interface:

PP: Private And Public Portals (NEW CORE MODULE)

Location:

Main > Core Modules > Private And Public Portals

Initial Programs:

  • General Setup
    • PP00000A: Private And Public Portals Settings – Default settings of Portals.
    • PP00001: Portal Activation – allows activation of a ‘portal’ type program for Private or Public use.
    • PP00002: Portal User Groups – grouping for private portal users (to be developed further to have an even more granular security access settings).

Interface: