Processing Using Different Auth Settle Types in One Instance of OrderLogix

Processing Using Different Auth Settle Types in One Instance of OrderLogix

If your instance of OrderLogix services multiple clients that will process using different Auth Settle Types:
  1. Auth->Settle->Fulfillment
  2. Auth->Fulfillment->Ship Confirm->Settle
you will set the system default to Auth->Settle->Fulfillment. The following steps are required for clients who will utilize Auth->Fulfillment->Ship Confirm->Settle:

Entering Orders Manually:

  1. Turn preauths off on script
  2. Enter orders
  3. Run pre-payment processing
  4. Create an Auth Only batch
    1. set Settle Type to Auth->Fulfillment->Ship Confirm->Settle
  5. Process auth only batch
  6. Run shipping export
    1. if you are not settling payments, you will need an item status flip job to run and set exported items to Ship Delivered
  7. Create Settle Only batch
  8. Process Settle Only batch

Importing Orders:

  1. Flat File import on Payment Account Information tab set Default Auth Settle Type to Auth->Fulfillment->Ship Confirm->Settle.
  2. For API order import, pass the setting SETTLE_MODE with “A-F-SC-S” for Auth->Fulfillment->Ship Confirm->Settle.
  3. The Settle Type will also need to be set in the Payment Batch Schedules for those clients.


If you still have questions regarding the material covered in this article, please contact OrderLogix Customer Care for assistance. Thank you!