Process a Manual Authorization (Voice Referral) in Dynamics 365

Definition: A Voice Referral is a response to an authorization attempt from the processor or cardholder's issuing bank advising that the card could not be approved online and that you should call for manual approval over the phone to force the Sale through. In D365, this is referred to as a Manual Sale. The following steps will walk you through the process of creating a sales order first, then performing the operation to process the forced authorization.

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1. Create a sales order using these steps using a card that will trigger a Referralresponse.
2. Once complete, navigate to Retail and Commerce > Channels > Call centers > Call center credit cards > Authorization management.
   
3. Locate the transaction you’re looking to force-authorize by its Sales order ID.
   
4. Select Credit card, then Manually authorize.
   
5. A prompt will appear asking you to enter the Authorization code; from here, you may enter the 6-digit alpha-numeric code provided by the Voice Auth line, then select OK.
   
6. This will submit a Forced Auth request is sent to the Gateway for this order. At this point, the order will need to be submitted in Dynamics 365 so that you may continue to perform other operations to the Order (i.e., ship, pick/pack, invoice, etc.) To do so, navigate back to Modules > Accounts receivable > Orders > All sales orders.
   
7. Navigate back to the original Sales order ID for this transaction.
   
8. Navigate to the top of the page and select Complete.
   
9. Select Submit to send the payment through to the forced auth through to the Gateway.
   
10. Once submitted, navigate to the Invoice tab, and under Generate select Invoice. 
    
11. Under Quantity, select All.
    
12. Once finished, select OK.