Step 8: Approving orders

Once you have created three orders using the Sample Checkout, you can approve those orders. Follow these steps to approve an order:

1. Point your browser again to http://host_name:port/webapp/PaymentManager where host_name is the fully qualified host name of the machine running the Web server for Payments. The host name may be a virtual host name on the Web server. port refers to the port number Payments is running on, and log on as Pat.

2. From the navigation frame, click Approve.

3. From the Approve page, select a box for one of the orders you placed.

4. Click Approve Selected. The Approve Results page displays the status of your approve request.

5. When your approval is complete, click Return to the Approve screen.

Two orders are still awaiting your approval. You could have approved them simultaneously from the Approve page for their full amount by clicking Approve All. However, to better demonstrate the approve functions, this tutorial describes how to work with each order individually.

 

Approving orders from the Order page

In this section, you will approve part of the total order amount of an order from the Order page. You may find it useful to approve only part of an order when some of the goods associated with the order are not available for delivery at order processing, for example, if merchandise is back-ordered.

1. From the Approve page, click the Order number for one of the remaining orders awaiting approval.

2. From the Order number page, you can view order details. Click Approve to approve this order.

3. The Order number approve page displays the following fields:

   Order number approve fields

   Field name	Description
   Currency	The type of currency used to place this order. This is a read-only field.
   Order Amount	The total amount of the order expressed in the currency used to place the order. This is a read-only field.
   Approved Amount	This read-only field field displays zeros since no amount of the order has yet been approved.
   Deposited Amount	This read-only field field displays zeros since no amount has yet been approved or deposited.
   Approval Amount	This is the total amount of the order.
   Authorization Code	The authorization code returned from the manual offline authorization request process. The payment state is changed to approved.
   Decline Reason	The decline reason returned from the manual offline authorization process. The payment state is changed to declined.
   AVS Result Code	The Address Verification System result code.

   Change the approval amount to 3.00. Optionally, specify an authorization reason to approve the amount or decline reason to indicate that approval was declined.

4. Click Approve to approve this order for three dollars. When the approval processing is complete, the Order page refreshes and displays approval status.

 

Approving orders with the sale function

Because you approved part of the last order you worked with, you still have two order entries in the Approve page. In this step, you will use the sale function to approve the remaining orders.

The sale function allows you to approve an order and move it directly into deposited state, bypassing approved state. The sale function automatically approves and deposits your order payment. Thus, you can think of sale as approve with auto-deposit. Use the sale function to expedite the delivery of goods to the buyer and guarantee your capture of funds, for example, when you are selling downloadable software or electronic information. However, with the sale function, you cannot set the authorization or decline reasons for the approval. Because sale merges approve and deposit into one transaction, it is also useful when you are charged on a per-transaction basis.

To approve an order with the sale function:

1. From the navigation frame click Approve.

2. From the Approve page, click Sale All. When processing is complete, the approval status displays for each order submitted for sale.

3. When your sale is complete, click Return to the Approve Screen.

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