Open topic with navigation

> Maintenance / Data integrity / Complete orphaned card transactions

Complete orphaned card transactions

An orphaned card transaction is a transaction that is incomplete due to a loss of connection between Sage 200 Accounts and the online payment provider's website.

If your system crashes while a receipt is returning from your online payment service provider, then an orphaned card transaction will be created in Sage 200 Accounts.

What do you want to do?

Determine the action required

Open: Sales Ledger > Utilities > File Maintenance > Complete Orphaned Card Transactions.

  1. Note the Tran Code for the transaction.
  2. Check on the online payment service provider website whether there is a corresponding Tran Code reference online.
    • If there is, you can create a sales receipt for the orphaned transaction.
    • If there is not, you should delete the orphaned transaction and enter the receipt again.
Create a sales receipt for a transaction

Open: Sales Ledger > Utilities > File Maintenance > Complete Orphaned Card Transactions.

  1. Select the transaction.

  2. Click Create Receipt.

    The Enter Customer Online Card Receipt window appears.

    • Select the Customer details.

      Note: The Value defaults to the value on the orphaned transaction.

    • Click Save to save the receipt without allocating.
    • Click Save and Allocate to save the receipt and allocate the amount to the outstanding transaction.
      • Enter the allocation details.

    A receipt is created for the transaction on the customer account and the transaction is removed from the orphaned card transactions window. For more information on what happens when a receipt is created, see Use online card receipts.

Delete a transaction

Open: Sales Ledger > Utilities > File Maintenance > Complete Orphaned Card Transactions.

  1. Select the transaction.

  2. Click Delete.

    The transaction is removed from the orphaned card transactions window.

    Note: Now enter the original transaction again.

See also

Overview

Getting started with online payments

Data integrity

Go to top