SunPMSby SunTatva Technologies

Credit Card Setting

Settings · Updated

On this page
  1. Before you start
  2. Screen layout
  3. How to change gateway credentials
  4. Messages you may see
  5. What happens behind the scenes
  6. Tips and FAQ
  7. Screenshots

Turns online card processing on or off, chooses the payment gateway ("Tokenized Service"), stores its credentials and sets operational rules such as authorising a card at check-in and what happens to authorisations at night audit.

Credit Card Setting

Before you start

  • You need credentials from your gateway provider. Credentials are secrets: enter them only here, never e-mail them.
  • Gateway fields are locked until you switch on Change Credential and confirm with your own sign-in password.
  • Your user needs the privilege Access To Configure Property (see Privilege Reference); SunTatva staff signed in through SunAdmin pass this check too.
  • Payment types of category Card must be marked as card-processing in the Payment Type master for online processing to be offered.

Screen layout

The page header shows the title Credit Card Setting, the line "Property setup · Settings", a description and a back arrow to the Property Setup hub. The On this page index jumps to Online processing, Charging & authorization, Gateway receipt and Releases, refunds & checks. The bottom bar shows "All changes saved." / "You have unsaved changes." and holds Save.

Online Credit Card Processing

The card header shows an On / Off chip and the sentence "When on, card payments go through the payment gateway chosen below (now: )". Inside it, Gateway & credentials ("The gateway and its credentials are locked. Turn on Change Credential and confirm with your password to change them."), Send credentials to GDS / CRM and the gateway block follow.

Field Key Meaning
Online Credit Card Processing (toggle) IS_CREDITCARD_PROCESSING (default Off) Master switch. When off, cards are recorded as offline payments. When on, the gateway settings below show. The server reads it (and PG_ID) at check-in/self check-in to decide whether a card payment is processed online.
Change Credential (toggle) - Unlocks the gateway fields. Switching it on opens a dialog Confirm with Your Password; enter the password you sign in to SunPMS with (the field is masked) and click OK. There is no shared or fixed password. A wrong password shows Incorrect password. and the fields stay locked. This check is not a sign-in: a wrong password here does not count as a failed sign-in and cannot lock your account. After 5 wrong passwords the confirmation pauses for 15 minutes.
Tokenized Service PG_ID Drop-down of gateways: Offline, SunTatvaS4T (Shift4), Zeamster, SlimCDT, OfflineWithPCI, Shift4_API (only these are offered). Enabled only after Change Credential is on. Choosing one loads its saved credentials.
PG API KEY SUN_PG_API_KEY Read only. Key linking this property to the SunPG token vault.
GDS / CRM tick boxes + Post button (card Send credentials to GDS / CRM: tick where the credentials are sent, then post) - Posts the credentials to the GDS and/or CRM (button reads Post to GDS, Post to CRM, Post to GDS & CRM). The password confirmation applies here too. Needs the property to have a CRM client id, otherwise "Please Set ClientID". Success message: "Credential posted successfully."

Gateway block (title " Setting")

Gateway Fields
SunTatvaS4T and Shift4_API Service URL, Auth Token, Client GUID, Access Token (with Get Access Token button that generates it from the first three). SunTatvaS4T also shows a Batch Reconciliation switch ("when on, enter the reconciliation settings below") with Serial Number, User Name, Password, Export ID Batch Summary, Export ID Batch Details.
Zeamster User ID, User API Key, Developer Id, Location ID
SlimCDT Client Id, Site ID, Price ID, Password, Key, VPN Username, VPN Password, VPN Client Token (+ Get VPN Client Token button, shown when username and password are filled)
OfflineWithPCI CVV switch (is_cvv; shown in the last card, "Offline with PCI only: when on, the card's CVV is asked for")

Operational Settings

They are spread over three cards: Charging & authorization (Default Credit Card Charge Method, Authorize Guest Credit Card at Check In with Charges and Apply Charges As), Gateway receipt (Display Gateway Receipt Data with its On Folio / At Transaction drop-down) and Releases, refunds & checks (Release Checked-Out Guest Authorizations on Night Audit, Refund Credit Card Payment at Undo Time, Validate CC Information, Show CVV).

Field Key Default Effect
Default Credit Card Charge Method DEFAULT_CREDITCARD_CHARGE_METHOD Sale Sale charges at once; Authorization to Sale authorises first and completes later.
Display Gateway Receipt Data + drop-down DISPLAY_CREDITCARD_GATEWAY_RECEIPT_DATA / _ON Off Shows the gateway receipt data On Folio or At Transaction.
Authorize Guest Credit Card at Check In for Total Charges + with Charges and Apply Charges As (% or =) IS_AUTHORIZE_GUEST_CREDITCARD_AT_CHECKIN, AUTHORIZE_..._AMOUNT, _AMOUNT_TYPE Off At check-in the card on file is authorised for total charges plus this percentage or fixed amount.
Release Checked-Out Guest Authorizations on Night Audit AUTO_RELEASE_CHECKOUT_GUEST_AUTHORIZED_AMOUNT_AT_NIGHT_AUDIT Off Night audit releases leftover authorisations of checked-out guests.
Refund Credit Card Payment at Undo Time REFUND_CREDITCARD_AMOUNT_AT_UNDO Off Undoing a check-in/check-out refunds the card payment.
Validate CC Information VALICATE_CREDITCARD_DETAIL On Validates card numbers on entry.
Show CVV (Only one time display CVV code) IS_SHOW_CVV Off Shows the stored CVV once on the guest document card screen.

How to change gateway credentials

  1. Open Property Setup in the left menu and click the Credit Card Setting card (group Configuration).
  2. Switch on Online Credit Card Processing.
  3. Switch on Change Credential; the dialog Confirm with Your Password opens ("Enter your own sign-in password to continue. Needs the Access To Configure Property privilege (or a SunTatva support session)"). Enter your own sign-in password (the eye icon shows or hides it; Enter confirms) and click OK. Close cancels and the fields stay locked.
  4. Choose Tokenized Service and fill the gateway fields (use Get Access Token for Shift4).
  5. Set the operational options and click Save in the bottom bar. Result: "Setting updated successfully." Credentials are sent to the server only when Change Credential was on.

Messages you may see

Message Why What to do
Setting updated successfully. Saved -
Please enter your password. OK clicked with the password field empty Type your sign-in password
You do not have the privilege to change this setting (Access To Configure Property). Your user lacks the privilege Ask an administrator to grant Access To Configure Property in Roles and Privileges
Your password could not be checked. Please try again. The sign-in service could not be reached Try again in a moment
Incorrect password. The password is not the signed-in user's own password Type your own password again. It does not count as a failed sign-in and cannot lock your account
Too many wrong passwords. Try again in N minute(s). 5 wrong passwords within 15 minutes in Confirm with Your Password (any protected setting) Wait the minutes shown; your sign-in is not affected. A correct password resets the count
Your account is locked. Please contact your administrator. The user is locked (by wrong sign-ins or by an administrator) Ask the administrator to unlock the user
Please enter Shift4 Service URL / Auth Token / Client GUID Missing field before Get Access Token Fill them
Shift4 Access Token Generated. Token created Save
Please enter SlimCDT VPN Username / Password Missing before Get VPN Client Token Fill them
Slim VPM Client Token Generated. Token created Save
Credential posted successfully. Post to GDS/CRM done -
Please Set ClientID Property has no CRM client id Contact support

What happens behind the scenes

Tips and FAQ

  • Q: Why is the gateway drop-down grey? A: Change Credential is off.
  • Q: Which password do I type in Confirm with Your Password? A: Your own SunPMS sign-in password, not a code from support.
  • Q: Can a typo here lock my account? A: No. A wrong password is not counted as a failed sign-in. After 5 wrong passwords the confirmation only pauses for 15 minutes.
  • Q: Cards are not processed online. A: Online Credit Card Processing is off, Tokenized Service is Offline, or the payment type is not a card-processing type.

Screenshots

Credit Card Setting: cc screen
Credit Card Setting: cc screen
Credit Card Setting: cc verify password
Credit Card Setting: cc verify password
Credit Card Setting: cc incorrect
Credit Card Setting: cc incorrect
Credit Card Setting: cc unlocked
Credit Card Setting: cc unlocked