Infor CSD Integrated Payments Setup

Before setting up Infor CSD integrated payments, the InforCSD user must be set up in your Kodaris operations portal by following the below steps.

Set Up InforCSD User in Your Operations Portal

• Once logged into your operations portal, search for and navigate to "InforCSD"

• Select the "Users" tab
• Click the "More" blue button.

• Choose "Add InforCSD Payment User"

• Name the User
  • For test environments, it will be helpful to include "test" in the name
  • For production environments, the name can be anything that you would like
  • Then click "Add"

• A dialog box will appear showing six fields that will be needed in order to set up CSD within the operation portal.
  • Information will be populated once the InforCSD User is created
  • This information will be used to populate data inside CSD
  • The password is confidential

Once this information has been updated in your operations portal, you will need to access CSD and information will need to be updated from within CSD in order to complete setting up payments.

Set Up a new Credit Card Processor in CSD (SASTP)

• Log into CSD
• Navigate to the SASTP screen
• Click search to view the current list of processors that are setup
• Since you are setting up a new processor, take a look at the existing processor numbers that are being used. You will need to create a new one, and may want to follow a similar format.
• Select the “New” button at the top of the screen

• Enter the new processor number that you have chosen. It can be any number not being used.
• Click "Save"

• Set up the new processor by following the steps below
  • Name: Kodaris (or you can name as needed)
  • Processor Type: CenPOS/Kodaris
  • Processor Host Site: add the value from setting up your InforCSD User in your Kodaris Operations Portal (this is the “Host Site Field)
  • Processor Host Port: add the value from setting up your InforCSD User in your Kodaris Operations Portal

• Go to your kodaris operations portal and copy the terminal ID that you would like to use, and paste it into the “Processor Vendor ID” field in SASTP
• Processor User ID: add the value from setting up your InforCSD User (User ID in your Kodaris Operations Portal).
• Processor Partner ID = Kodaris
• Processor User Password: add the value from setting up your InforCSD User in your Kodaris Operations
• Portal (User Password in your Kodaris Operations Portal).
• Send: add the value from setting up your InforCSD User in your Kodaris Operations Portal (Web URL in your Kodaris Operations Portal).

Setup Payment Type in CSD (SASTT)

After setting up your payment type in CSD, when using CSD order entry, the payment type will be what the employee chooses when a customer is paying by card.

• Navigate to the SASTT screen inside CSD
• Since you are setting up a new payment type, take a look at the existing payment type numbers that are Click search to view the current list of payment types that are setup
• Since you are setting up a new payment type, take a look at the existing payment type numbers that are being used. You will need to create a new one, and may want to follow a similar format.
• Select the “New” button at the top of the screen

• Enter the new payment type number that you have chosen.
• Enter a description. This is something that will be used by your whole team (ie: Credit Card, Card Payment, etc).
• Click "Save"

• To complete setting up your new payment type
  • Overpayment Refund Type: Choose the payment type that you just created
  • Check the “Payment Type is a Credit Card” box.
  • Bank: Choose the bank you would like to use
  • Processor: Choose the Processor you just set up, in the example above “Kodaris”. (reference: Set Up a new Credit Card Processor in CSD (SASTP))
  • Edit Type: Do Not Perform Validation
  • Tendering G/L Account: Choose the G/L account you would like to use for this payment type.
  • Addon: This can be left blank if you do not use this function. This function can be used to add a percentage or dollar amount to your authorizations. For example, you can use the addon charge if you would like to add 25% to cover additional shipping charges that are calculated later.
  • Credit Card A/R Account: This can be left blank, or you can update with the applicable account if needed.
  • Days Allowed for B/O Auth: This should normally be set as 5, unless your payment processor recommends otherwise.
  • Click "Save"

Setup the Merchant ID (SASTT)

This is only required if using a Merchant ID (MID) by location using the same credit card processor. This needs to be set up before setting up ICSDP.

• Navigate to the SASTT screen, and select “Merchant ID Credit Cards” from the “Table List”
• Select "New"

• Merchant: This can be any merchant number that is not currently being used
• Enter the terminal ID from the Kodaris operations portal that you would like to use for this location, and paste the value into the description field
• Click "Save"

Setup ICSDP

This is only required if using a Merchant ID (MID) by location using the same credit card processor. Each location will be assigned a MID. The MIDs are set up in the previous step.

• Go to the ICSDP screen in CSD
• Select "New"

• Warehouse: Select the warehouse
• Payment Type: Select the payment type (this would be what you first set up in SASTT payment types
• Bank: Choose the bank you would like to use
• Merchant ID: Choose the Merchant ID that is appropriate for this warehouse
• Merchant User ID: add the value from setting up your InforCSD User in your Kodaris Operations Portal (this was done in the first Kodaris Step)
• Merchant User PW: add the value from setting up your InforCSD User in your Kodaris Operations Portal (this was done in the first Kodaris Step)
• Click "Save"
• Your CSD setup is complete