ANS-0662 · SALES ORDER PROCESSING
How to Automate Credit Card Reauthorization for NetSuite Sales Orders?
Streamline credit card re-authorization on NetSuite sales orders to prevent fulfillment delays and ensure payment.
Short answer
Automate credit card re-authorization in NetSuite using the Credit Card Reauthorization Bundle (Bundle # 88050). This solution prevents sales orders from being held due to expired authorizations, ensuring timely fulfillment and payment. For highly specific scenarios, custom scripts can also be implemented to verify authorization dates and trigger re-authorization.
Scenario
Organizations often encounter situations where sales orders are placed on hold, leading to delays in inventory replenishment or customer-requested pauses. When these orders are ready for fulfillment, their initial credit card authorizations may have expired. Manually re-authorizing each order can be time-consuming and inefficient, especially in high-volume environments, necessitating an automated solution.
Solution
NetSuite provides the Credit Card Reauthorization Bundle (Bundle # 88050) as a robust solution to automate the re-authorization of credit cards on sales orders. This bundle is designed to inspect sales orders, identify those with expiring or expired authorizations, and trigger the re-authorization process automatically, thereby preventing fulfillment delays.
For organizations with unique or highly specific business requirements not fully met by the bundle, a custom script can be implemented. This script would typically operate as follows:n
A customer service representative (CSR) sets a specific flag on the sales order.n
Upon saving the order, the script verifies the existing authorization date.n
If the authorization date is older than the defined authorization expiry duration, the script initiates the re-authorization process.n
Once re-authorized, the order is then released into the fulfillment queue, allowing accounting to proceed with charging the card.
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