MAX Pay Global supports various operations at the Point of sale that relate to Payments, over and above the ability to take a cash and carry payment.  These are added to the Point of sale screen layout designer.

Supported operation list

*Where a Payment provider supports Tokenize credit card (5032), using a token to complete a sale is supported using the regular Pay card operation at the Point of sale and no additional Operation or button is required (e.g. 5045).  This requires the feature “Enable card tokenization” to be enabled from the Shared parameters (General > POS).

Setting up each operation

To create a POS operation, go to Retail > Channel setup > POS Setup > POS > POS operations. Then and add the operation to the respective Screen layout of the POS register:

Configuring buttons (Screen layout)

1. Navigate to Retail and Commerce > Channel setup > Pos setup> POS > Screen layout.
2. Select an existing layout that is associated to the store or worker.
3. Select an appropriate Button grid.
4. Launch the designer.
5. Add the button.
6. When configuring the button, select the Operation from the Action dropdown.
7. Configure any Operation parameter as instructed.

After you have added the Operation and Button, run the 1070 and 1090 sync jobs.

Notes - POS operations are payment provider dependent - not all operations are supported by all payment providers.

Tokenize Credit card (5032)

This operation provides a discrete function to tokenize a card by swiping or dipping it into the payment terminal.  No funds will be taken from the card holder.  The card will be placed "on file" and available at the POS for future sale purchase transactions.  All card tokens are stored in the Dynamics 365 headquarters.  See All customers > Customer > Credit Cards

Customer credit card details (5047)

This operation provides a discrete function to view the currently held credit cards on-file.

Pay using token (5045)

To setup Pay using Token (Card on file):

1. Setup a POS Operation for 5045 (see below)
2. Configure a button (see below).  Set the Action as “Pay using token” and the Operation parameter as “Pay using token”.
3. Create a new payment method Retail and Commerce > Channel setup > Payment methods > Payment methods with a Default function of “Card”.
4. Assign the payment method to the store(s):
   Retail and Commerce > Channels> All stores.  Select a store.  Select Setup > Payment methods.
5. Create a new Payment method
6. Set the Payment method field to the Payment method created in step 3 and provide a name.  Inspect all other fields and set accordingly.
7. Complete the Electronic payment setup ensuring the card types that you have on file match those listed in the list of Electronic payments.
8. Set the Payment method for Card tokenization in the Shared parameters.  This setting should match the Payment method defined in Step 3 above.

Note: This operation is specific to Shift4.  For other Payment providers that support Pay using token, this functionality is invoked using the standard Pay card operation.

Signature Capture (6016)

To setup Signature Capture button for Heartland:

1. Setup a POS Operation for 6016
2. Configure a button in screen layouts. Set the Action as “Signature Capture” and the operation parameter as “Signature Capture”.
3. Perform 1070, 1090 Job Run.

Note: This operation is specific to Heartland.

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