CA Hold Report – DL will be emailed weekly Open the excel spreadsheet and pull up the first order in JDE

• Open the order and click Customer Info is OK
• Click End order
• Click on the Payments button

• Select Credit Card Transactions

Look under the Status column:

99 is expired – the authorization expires if the order has not shipped out within 7 days

06 is declined – the credit card declined

02 is approved or authorized

To Copy the original credit card

• Make sure the first line is selected, to re-authorize the original credit card.
• Then click COPY

• Enter in the amount of the order / or the amount still owed

• Click the green check
• You should now have a new credit card transaction line with a blank status

• Select the new line
• Click Row and then Authorize

• Click Yes on the next pop-up

On the new line, look at the Status column:

• 06 the credit card declined
• 02 is approved or authorized
• If the credit card declines, call the customer.
• If you leave a VM, update the header with notes:

called student 8/22 for cc info

Phone 336-336-3366. LB

• If you speak with the student, they may need to verify the billing address on the order is the same as the credit card billing address. Or they may give you a new credit card.
• If the credit card is approved, change the dates to the current day and Submit and Close.
• Then release the order from CA hold. JC is the password
• Or you can email the customer
• Open OWA
• Click on your picture and then click Open another mailbox

• Type in Customer_Service and click Open
• Click New Mail
• Click My Templates

• Scroll down to the CA Report

• Click on the CA report
• Enter the customer’s email address
• Subject line include : Distance Learning Kit order #
• In the body of the email, add the customer’s name