Enable Level 2 and Level 3 Credit Card Processing

With the BluePay (a Community Brands Premier Partner) payment gateway supporting Level 2 and Level 3 credit card processing, we thought it would be a perfect time to introduce that added functionality as an option within Nimble AMS. With the Summer '18 release we now support Level 2 and Level 3 payment processing on MasterCard®, and Visa® for the BluePay payment gateway. By opting into this feature, additional transaction data is sent to the payment gateway for credit card processing. Utilizing this extra data in the credit card processing, your association will benefit by lower processing fees for MasterCard® and Visa® transactions.

To allow administrator to set up a payment gateway to use Level 2 or Level 2 and Level 3 processing, validate whether a given payment will meet Level 2 or Level 3 standards in the Payment step in the Staff View order process and to allow staff to set up products to use L2 or L2 and L3 processing, administrators can enable Level 2 and Level 3 credit card processing in your org.

What's New?

• Added the Additional Processing Health section to the Payment step in the Staff View order process to display to staff whether a stored credit card or one time credit card payment has all the necessary and optional information to process a Level 2 or Level 3 payment, and if not, each piece of missing information. Learn more about the Payment Step and the Additional Processing Health Validation Message that may display in the Staff View order process.
• Additional Processing Level has been added to the Payment Gateway object so you can set up a payment gateway to use Level 2 or Level 2 and Level 3 credit card processing.
• Commodity Code and Unit Of Measurement have been added to the Product object which are passed to the payment gateway along with existing demographic fields for Level 2 and Level 3 credit card processing.

Prerequisites

• You must be using BluePay. Learn more.

Enablement Steps

• Set Up a Payment Gateway using the BluePay payment gateway and in Additional Processing Level, select Level 2 or Level 2 and Level 3 for credit card processing.
• Create an Entity or Edit an Entity ensuring Postal Code is populated.
• Add fields to the Product Page Layouts:
  
  1. Click Object Manager.
  2. Click Product.
  3. Click Page Layouts.
  4. Click Donation.
  5. Add Commodity Code. We recommend you place it below Status.
  6. Add Unit Of Measurement. We recommend you place it below Commodity Code.
  7. Click Save.

  8. Add these fields on the Membership, Miscellaneous, Product, Registration, Subscription, and any custom product page layouts.

     

     You may need to grant field access to any custom profiles or permission sets.

• Optionally, modify the Commodity Codes displayed when setting up products.

  Show Me the Included Commodity Codes...

  Commodity Code	Commodity Code Title
  715-05	Audio Cassettes, Tapes and Compact Disks (prerecorded)
  715-10	Books, Curriculum Guides, Directories, Magazines, Pamphlets, Periodicals, Publications, Reprints, etc.
  715-12	Books, Reference (incl. Cd Versions): Dictionaries, Encyclopedias, etc.
  715-35	Electronic Publications: Directories, Dictionaries, Encyclopedias, etc.
  715-47	Manuals: Parts, Personnel, Policy, Purchasing, Training, Etc., Not Otherwise Classified
  715-60	Multimedia Sets (prepared)
  715-83	Textbooks, Adult Education
  715-90	Video Cassettes, Disks, Tapes, etc. (for Computer and Tv, Prerecorded)
  963-20	Associations
  963-30	Contributions/donations
  963-37	Fees, Conference/convention
  963-39	Fees (not Otherwise Classified)
  963-40	Fees, Symposium
  963-48	Membership Dues
  963-64	Registration Fees
  963-77	Sponsorships (all Types)
  963-79	Surcharges and Taxes (to Include Fuel Surcharges and Taxes)

  1. Add or Edit Picklist Values (external) for Commodity Code to fit your association's needs. See the full list of Commodity Codes (external).

• Optionally, modify the Codes for Units of Measurement displayed when setting up products.
  The EA code is included, which represents an unknown unit of measure.
  

  1. Add or Edit Picklist Values (external) for Unit Of Measurement to fit your association's needs. See Appendix A for all Codes for Units of Measurement (external).

• For Level 3 processing, update your Products by populating Short Name, Commodity Code and Unit Of Measurement.

Things to Keep in Mind

• Country on the "How do you want to ship?" dialog box in the Tax and Shipping step of the Staff View order process and on the Shipping Address card on the My Checkout page in Community Hub is one of the pieces of data passed to the payment gateway. When entering a country manually, staff and constituents must be sure to use the correct English short name for the country (external). This populates Shipping Country on the cart item, and must be correct to receive lower processing fees.
• If a cart is created with multiple cart items shipping to different countries, the country code for Shipping Country on the first cart item given a related ship method is passed to the payment gateway as the country code for all items in the order. Learn more about ISO 3166 country codes (external).
  This is not the case for Community Hub, since all shippable merchandise products are grouped in a single cart item. 

Short Name

Related Links

• Payment Processing
• Add or Edit Picklist Values (external)
• Commodity Codes (external)
• Codes for Units of Measurement (external)