Description: As an independent plugin that functions outside of Dynamics 365 core functionalities, Shift4 Unified Commerce has its own set of features that you can enable/disable based on your desired business operations.
- Navigate to Modules > Accounts Receivable > Payments setup > Payment Services.
- Locate and select the desired Shift4 payments service, if one is not available, it will need to be created and configured.
- Once selected, go through the parameter configuration list below to Enable/Disable the desired setting. You may use the following information to identify what each setting does.
| Field | Description | Value |
| Assembly Name | Auto populated name of the assembly for the Dynamics 365 Payment Connector for Shift4 | Default value of “Shift4.Payment.Connector.Portable, Version={ConnectorVersion}, Culture=neutral, PublicKeyToken=null” |
| Service account ID | This identifier is stamped on payment transactions and identifies the merchant properties that downstream processes (such as invoicing) should use. This can be set to any Alpha/numeric value though we strongly suggest using the Shift4 MID for ease of use. |
Can be any alpha-numeric value, though it is recommended to set this to the Shift4 MID during the initial setup ONLY. Important: Do not change this value if you have already begun processing payments with it, as sales orders will record this data for reference in the future, such as voids and linked refunds. |
| Merchant ID | Values used by the end-users to identify the Merchant Account this payment service should be tied to. This field is not used by the Payment Connector to identify the account, only the Access Token is. | The default value is a random GUID. This should not be changed after creation of connector instance. |
| TestEnvironmentUrl | The UAT Gateway endpoint for REST | Default value of "utgapi.shift4test.com" |
| ProdEnvironmentUrl | The Prod Gateway endpoint for REST | Default value of "utg.shift4api.net" |
| Supported Currencies | Currencies that the connector should process. | Default value of "USD" |
| Support Tender Types | Enter the tender types that the connector should process. | Default value of "Visa;MasterCard;Amex;Discover;Debit;GiftCard" |
| InferfaceVersion | The version that shows up in LTM Audit Trail as the source. | Default value of "1.0" |
| InterfaceName | The interface name that shows up in LTM Audit Trail as the source. | Default value of "Microsoft Dynamics 365" |
| Host IP | IP Address of the UTG (not applicable for Call Center). | Default value of "127.0.0.1" |
| Host PORT | Port Address of the UTG (not applicable for Call Center). | Default value of "277" |
| CompanyName | The company name that shows up in LTM Audit Trail as the source. | Default value of "Amicis Solutions" |
| CardTypeMappings | Used to map the card types in D365 to their respective types on the connector. |
Ensure this is set to AMEXPRESS=AX;DISCOVER=NS;GIFTCARD=GC;MASTER=MC;VISA=VS; |
| Connector Version | Determines which Payment Connector type you will use (I4GO or UTG Controlled). |
UTGCONTROLLED for SRED (Default) I4GOCONTROLLED for SRED with i4go |
| ImmediateCapture | If true, the authorization will be captured immediately as the order is submitted. If this is set to False, the authorization happens when the order is submitted, and captured once invoiced. | True (Default) or False |
| API Options | Used to modify the request being made to the Gateway. Multiple API Options can be configured separated by semi-colons with no spaces. See the API Options section for more information. | Default value of "ALLOWPARTIALAUTH;RETURNEXPDATE;DISABLEMCE" |
| SupportCardTokenizations | Used to specify to the connector if Card Tokenization will be supported by this interface. Applicable only to Retail. In the case of Call Center & eCommerce, this is supported regardless of value entered. | True (Default) or False |
| PaymentAcceptPageUrl | The URL where the payment connector parameters are hosted. |
For SRED with UTG Controlled (Default) {Backoffice environment URL}/Resources/Html/CardPage.html For SRED with I4GO Controlled {Backoffice environment URL}/Resources/Html/Shift4CardPage.html |
| I4GOUrl | The UAT/Prod Gateway endpoint for i4Go. |
This will need to be set accordingly based on the environment being used for this payment connector. For Certify/UAT For Production |
| IsCvvOptional | Requires CVV to be provided in order to authorize the transaction in Dynamics 365 | True (Default) or False |
| Environment | Specifies the Shift4 environment used by the payment connector instance created. This value changes which URL endpoint is used for payments between TestEnvironmentUrl vs ProdEnvironmentUrl |
Test - For Shift4 UAT environments (Default) Prod - For Shift4 production environments |
| TerminalType | Not used for Call Center or eCommerce. Used by Retail/Store Commerce to specify if UTG REST or PAX SDK | Default value of "UTG" |
| ConnectionTimeout | Time payment connector is allowed to process a request until it times out | Default value set to 120000 |
| Access Token | Shift4 Access Token for processing payments | The {Access Token} which you’ll create on the next step |
| AppInsightInstrumentationKey | Can be used for logging Requests/Responses from D365 using Application Insights in Azure. | Optional. Used for debugging in test/UAT. Not recommended for Prod. Click here to find out more |
| UseDefaultAdressForPayment | When this option is set to True, it will allow the payment connector to use the billing address on the customer profile to use for AVS. | True (Default) or False |
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