This article is relevant if you need a solution to reauthorize or collect new NetSuite credit cards from customers.

Background

Because we are often asked by our clients to assist them with credit card flows in their ERP account, we thought it would be valuable to offer an assessment of NetSuite’s Credit Card Reauthorization bundle. The bundle is now freely available to the community because as of the beginning of 2019, the NetSuite SuiteSolutions Group has now published all of their solutions free of license charge. This is good news.

At the same time, we recognize that there are other credit card situations that are important to take care of. One of which is the need to get a new credit card on file when the current one is expired. Thus the idea of reauthorization and a credit card expiring, while they are different concepts, are similar in that care is required to keep payment information current to minimize disruption to the business operation.

NetSuite’s Credit Card Reauthorization Bundle

NetSuite’s credit card reauthorization bundle (Bundle # 88050) is a basic platform scheduling system that inspects open sales orders to determine if there is a situation that requires a fresh credit card authorization. The software is effectively acting as an agent, on your behalf, to edit a sales order, click the “Get Authorization” checkbox, and then click save. If the first credit card authorization was originally produced by NetSuite, the save on the sales order will go out the back end payment gateway to request another authorization.

Furthermore, during item fulfillment operations, you can configure a pop-up message to be generated to warn warehouse users before they ship as they interact with the record.

General Bundle Assessment

In the video below (6:00), we reviewed the software to help evaluate the strengths and weaknesses of NetSuite’s approach. In our minds, we would offer implementation refinements:

1. NetSuite Sales Order Scope with Expired Credit Card Authorizations: a saved search is used to find open sales orders. But it looks at all open sales orders — not the ones that specifically qualify. The actual script does an inspection record by record to see if it qualifies. What happens if you have more than 1,000 open sales orders which represent limits in the SuiteScript based lookups?  You are going to miss things.
2. Avoid Shipping NetSuite Expired Credit Authorization Item Fulfillment Pop-Up: we think the item fulfillment pop up can easily be ignored. We generally would suggest that our clients use our Record State Manager framework to provide a) hands-free control b) better user messages and c) scalable operations.

This does not mean don’t use NetSuite’s bundle. But it does mean you probably will want to refine the configuration and build stronger controls to prevent a shipment from going out that needs a reauthorization.

How to Collect a New Credit Card on Sales Order from Customer

In the same video below (6:00), we demonstrate how Prolecto has created a way to do the following:

1. Pay Multiple Invoices with Credit Card via a Customer Statement: collect payments on open invoices via a customer statement (not the immediate use case in this article, but it illustrates the ability to securely collect a credit card from the customer; that’s relevant).
2. Ask the Customer to Pay a Sales Order via Credit Card: this use case can help you collect a credit card to pay for a sales order and may be used to handle the case when the credit card has expired and you need to collect a new one.

For more information, please see these previous articles:

1. Accept Credit Cards in NetSuite via a Customer Statement
2. Accept Credit Cards without a NetSuite Web Site
3. NetSuite Video Demonstration: Accept Credit Cards
4. Exploring NetSuite Credit Card and Invoicing / Cash Sale Processing Options

Get the Prolecto Accept Payment Technologies Bundle

In this article, my hope was to show you that the NetSuite platform is designed to be enhanced to drive business requirements. In our minds, bundles are a great way to bring more capacity to your account. NetSuite’s SuiteCloud Development platform offers all of us the opportunity to shape the logic and the experience of all the parties that interact with your account; whether they are end-customers or internal employees.  We have packaged our Accept Payments Technologies bundle to give to you free of license charge to kick start your specific credit card challenge.  We think it also illustrates our competence and creativity as a NetSuite Systems Integrator.

If you find this article is valuable, please sign up to receive email notifications on new topics. If you would like to refine your credit card processing logic, let’s have a conversation.

Marty Zigman

Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

More Posts - Website - Twitter - Facebook - LinkedIn - YouTube