Searching for Orders
In the navigation pane, you can see the main search options that are discussed in this chapter.
Available Search Options
Conducting Basic Searches
Under General Search, select among several options:
■
Time interval: last hour, today or yesterday, week to date or last week, month to date or last month, or a custom range. You can search an interval of up to six months.
■
By type of payment, such as credit card or electronic check
By default, the credit card search is limited to authorizations and the check search is limited to debits. However, if none exist, the search consists of stand-alone credits.
■
By specifying a field and a value:
Order number or Merchant Reference Number
Email address
Last name
Last name and first name
Credit card number
Customer ID
Request ID
This figure shows the search page.
The search results comprise this information: order number, date, name, amount, status, and request ID. The status column shows one of these values.
Table 5
Order Status
Status
Description
Authorized
The card authorization request was processed successfully.
Captured
The authorization was captured by CyberSource, and the request was processed successfully by the payment processor.
Credited
The credit request was successful, and the request was processed successfully by the payment processor.
Failed
The credit card (authorization, capture, or credit) or check debit request failed. The reason is not specified.
Partial
The authorization was partially approved.
Pending Capture
The authorization was captured by CyberSource, and the request was sent to the payment processor. The reply of the payment processor is pending.
Pending Credit
The credit request was successful, and the request was sent to the payment processor. The reply of the payment processor is pending.
Pending Settlement
The credit card transaction was captured, and the capture request was sent to the payment processor. The reply of the payment processor is pending.
Review
The authorization was declined by the bank or by Smart Authorization. The result is marked Review because you can choose to ignore the decline, review the order carefully, and possibly capture the authorization.
Transmitted
The check debit request was processed successfully.
Voided
The authorization was successfully deleted. You can see this transaction only in the search results page and in the exportable search report.
The order number is a link to the details of the transaction, which includes a summary of the order, the order history, and the customer information for the order. In addition, you can see authorization or other codes that are returned for the order and any comments that you sent with the original order request, including the four optional fields (Field 1 – Field 4) that you may have enabled and used. You may also see links to other information, such as a list of AVS codes. This figure shows a sample details page for a card transaction.
When a user processes a transaction with the Virtual Terminal, the Business Center stores the name of the user who made the request. You can see this information in the Authorization Status section.
If you use Level II or Level III fields, the data appears at the bottom of the details page.
AVS codes
The definition of the AVS codes that you see in the details page is abbreviated and may not be complete. To see the complete definition so that you understand exactly the meaning of the code, see
AVS Codes
.
You can use this page for several purposes:
■
Request a capture or credit or override an order declined by Smart Authorization; see
Capturing Orders
below and
Crediting Orders
.
■
Void an authorization that has not been captured; see
Voiding Orders
.
■
Search for other transactions that include the same customer name, payment type, or account number; see
Searching for Orders with Similar Information
below.
Searching for Orders with Similar Information
To find orders that use some of the same information as the current order, click any of the links on the page.
Locating Similar Order Information
All links to additional information, such as customer’s name, account number, or email address, are underlined. As a result, the Business Center will display a list of other transactions that include the same information, so that you can find other orders by the same customer or possibly fraudulent orders.
Locating Related Parts of an Order
The transaction details page can show many links for available possible follow-on actions, such as capture, credit, void, re-authorization, and re-authorization and capture. If you process one or more of these transactions, you can use the Related Transactions link under Similar Searches (top figure) to locate all the transactions associated with the original authorization (or authorization and capture) but not new orders created from a previous authorization because new orders are not linked to the original authorization.
When you click the link, the search results appear (bottom figure). At the top, you see the search parameters. For re-authorizations with or without capture, you also see the Linked Request ID (in red), which is the request ID of the original authorization. In this case, the original authorization was followed by a re-authorization and capture.
Available Search Options
