View Transaction Info

Transactions can’t be created in the Commerce Engine Portal rather only viewed. They hold all the relevant data of the request for funds sent to a payment processor. A full or partial refund can be issued for Captured Transactions.

To locate a specific Transaction, go to Billing > Transactions. The Transaction Query Filter appears.
Search according to relevant data in the key search fields, displayed with a light blue background. At least one key search field (with a blue background) must be used in order to search. Click Apply. For more details, see Filtering Transactions in Commerce Engine. A list of relevant Transactions appears. Note: If the search returns only one result, the details page opens immediately.
To view the relevant Transaction page, click the Transaction ID field. The specific Transaction page appears.
View and understand the Transaction data. Refer to the tables below for guidance regarding the fields.
For a transaction, you can issue a refund by clicking the Issue Refund button that appears on the Actions panel.

Transaction Details Pane
The current Transaction status is displayed in the title bar of this pane.
Transaction Refunds Pane
Refunds provide a way to reverse a charge, returning money to the customer. A refund can only be executed against an existing, successfully captured transaction. The pane lists all of the refunds issued for the Transaction up to the total Transaction amount.
Transaction Account Pane
Customer Account information relevant for this transaction.
Transaction Subscription Pane
The recurring subscription responsible for generating this Transaction. If a One-time purchase generated the transaction, this pane will not appear.
Transaction Payment Methods Pane
Payment Method(s) for this Transaction. The payment method type is displayed in the bar at the top of the section.
Transaction Items Pane
Transaction Items are the line items associated with the transaction. For a Purchase these are the products and billing plans.
Transaction History Pane
This pane lists the transaction history, that is, the status of payments activity on the transaction.
Transaction Activity History Pane
This pane lists Commerce Engine or customer activity, such as email notifications or payments, related to the Transaction.
Custom Data
Custom data lets you store Reseller (Service Provider)-specific data to Products, Rate Plans, Billing Plans, Subscriptions, Accounts, and Payment Methods as a pair of matched text strings, called name-value pairs. These name-value pairs can help you categorize and sort aspects of your objects. Use Name to define a category, and Value to define a specific item in that category. For example, you could use name-value pairs to track your sales teams. Define a name-value pair with Office as the Name and the city in which the office is located as the Value.

Parent topic:Transactions

Transaction Details Pane

The current Transaction status is displayed in the title bar of this pane.

Field	Guidance
Transaction ID	Reseller-specified identifier for this Transaction object.
Status	The current Transaction status appears in the title bar of this pane. Possible statuses are: - New: The Transaction has been created, but not yet submitted for payment. - Authorized: Transaction was successfully authorized and is awaiting a capture call. - Authorized for Validation: Transaction was successfully validated (for example, by a $1.00 authorization). - Authorization Pending: The transaction was created, but the customer has not completed the payment process. The customer has three hours to complete the transaction before it times out. If the transaction times out, Status remains Authorization Pending indefinitely. - Authorized Pending: The Transaction passed authorization with the payment processor and the capture of funds is pending. - Auth Expired: Transaction was Authorized, but no Capture was made within the payment processor’s authorization time frame and the authorization has expired. - Captured: The payment processor successfully captured the Transaction. - Cancelled: The Transaction was cancelled because of a hard or soft failure, or because the Reseller (Service Provider) chose not to capture the transaction, for example, based on a fraud screen result. - Refunded: The Transaction was successfully refunded, either fully or partially. - Pending: The transaction status is pending. - Void: Transaction previously classified as Auth Expired has been reversed. Voiding a transaction avoids Visa fees for Authorizations that are not captured.
Last Status	A transaction may go through multiple statuses and it gets updated as statuses change. This date will reflect the last time the status was changed.
Amount	Amount and currency symbol for this Transaction.
Submitted	Date and time at which the Transaction was initially submitted for processing.
Account ID	Email address of the subscriber associated with this Transaction.
Subscription ID	Your unique identifier for the subscription associated with this Transaction.
Started	Date on which the subscription started.
Email	Email address of the subscriber associated with this Transaction.
Credit Card
Billing Descriptor
Division Number
Processor Transaction ID	The identifier assigned to the Transaction by the Payment Processor. In most cases, this is identical to the ID. In some cases due to format requirements of some payment processors, the ID is altered.
AVS Code
Billing Address
Prev Bill Count
Received Auth Code	Response Code from the Payment processor for this transaction.
CVN Code	Response Code from the Payment processor for this transaction.
Retry attempts for Transaction
ID
Amount
Timestamp (UTC)
Auth Code
Description
Type	The response from the payment provider and the applicable action to take. Common responses are:- Successful Approved: The Payment Provider has accepted the transaction. - Soft Fail: A payment capture attempt has failed but may indicate that an additional attempt may succeed, such as when the customer has insufficient funds. The classification of the type of fail is performed according to the error code returned by the payment provider and follows industry standards and recommendations. - Hard Fail: A payment capture attempt has failed and indicates that additional attempts will subsequently fail, such as when the account has been terminated. The classification of the type of fail is performed according to the error code returned by the payment provider. Hard fails are not resubmitted for capture.
Status	The type of transaction whether One time or Subscription (recurring) Transaction.
Force Deposit	The Amount and currency type successfully refunded by this transaction.
Parent topic:View Transaction Info

Transaction Refunds Pane

Refunds provide a way to reverse a charge, returning money to the customer. A refund can only be executed against an existing, successfully captured transaction. The pane lists all of the refunds issued for the Transaction up to the total Transaction amount.

Field	Guidance	Relevancy
Created Date	Date the refund was created.	Automatic
Amount	The refunded amount and currency as represented by the national flag.	Required
Includes Tax	An indication whether the refund includes Tax or not.	Required
Status	Status of the Refund. When the batch refund job completes, the status will show Complete.	Automatic
Distribution	What kind of communication was sent.	Optional
Note	Notes made by the Customer Service Rep when issuing the refund. This is the reason for issuing the refund.	Optional

Parent topic:View Transaction Info

Transaction Account Pane

Customer Account information relevant for this transaction.

Field	Guidance	Relevancy
ID	The customer’s unique account ID. Click the ID to access the associated account page.	Required
Name	The Customer’s full name on the account.	Required
Parent	The Parent account linked to the displayed child account. Appears only when relevant.	Optional
Email	The email address associated with the customer account.	Optional
Shipping Address	Shipping address for the account.

Parent topic:View Transaction Info

Transaction Subscription Pane

The recurring subscription responsible for generating this Transaction. If a One-time purchase generated the transaction, this pane will not appear.

Field	Guidance	Relevancy
ID	The unique identifier for the Subscription. Click the Subscription ID to access the relevant Subscription page.	Required
Subscription Cycle	Current Billing Cycle in the Subscription.	Optional
Billing Attempts	The number of attempts to bill this transaction in this cycle.	Automatic
Billing Plan Cycle	Billing Plans may have several cycles. This field indicated the current billing cycle in the Billing Plan.	Automatic

Parent topic:View Transaction Info

Transaction Payment Methods Pane

Payment Method(s) for this Transaction. The payment method type is displayed in the bar at the top of the section.

Field	Guidance	Relevancy
Payment Method ID	The Reseller’s (Service Provider’s) customer ID associated with the billing profile.
Type	Payment method type.
Account	Name of the account holder.
Created	The date the Payment Method was created.	Automatic
For Credit Card Payment Method
Expand	Use the arrow to expand the Payment Method details. The payment Method attributes are displayed. Numbers are masked where required.
Card Number	The (hashed) credit card number used for this Transaction.
Card Expiration	Expiration date of the credit card.
Billing Address	Billing address associated with the payment method.
Phone Number	The customer Account provided Telephone number.
Card Attributes	If provided by the customer, card attributes include such things as whether the card is credit, a commercial or consumer card, or a prepaid card.
Other Supported Payment Methods are displayed in the Account Payment Method Pane.

Parent topic:View Transaction Info

Transaction Items Pane

Transaction Items are the line items associated with the transaction. For a Purchase these are the products and billing plans.

Field	Guidance	Relevancy
Type	The supported Transaction Types are: - Purchase - Modification Refund - Discount before Tax Click the arrow to expand the line Item for more details.	N/A
SKU	The Billing Plan or Product ID (also known as Stock Keeping Unit) associated with the Transaction.	N/A
Description	The description of the Product or Billing Plan.	N/A
Price	The price of the line Item along with the national flag icon representing currency.	N/A
QTY	Quantity of the line item in this Transaction.	N/A
Subtotal	Amount for this item after discounts have been applied exclusive of tax.	N/A
Taxes	The Tax amount billed for the purchase.	N/A
Tax Classification	Commerce Engine uses the Tax Classification field, in conjunction with Reseller (Service Provider) nexus and tax rules provided during implementation, to calculate appropriate taxes, if any. This field contains the text string that corresponds to the classification in your tax engine for this product.	N/A
Available Refund	The amount still available for a refund for the associated line Item. This is displayed along with the national flag icon representing currency.	N/A
Discount	The discounted amount subtracted from the Total. The discount is applied when a campaign code was provided for the purchased item.	N/A
Service Period	The service period covered by this Transaction.	N/A
Tax Type	Available tax type values:- Inclusive Sales Tax - Exclusive Sales Tax - Inclusive Use Tax - Exclusive Use Tax	N/A
Parent topic:View Transaction Info

Transaction History Pane

This pane lists the transaction history, that is, the status of payments activity on the transaction.

Field	Guidance	Relevancy
Time Stamp	Date and time of the activity based on system time.	Automatic
Payment	Payment type used for this Transaction.
Disposition	Status of the Transaction on a particular Date and Time. The disposition values are available Transaction status.For the list of statuses, see Transaction Details Pane.
Note	The notes entered regarding an activity that was logged.	Optional
Parent topic:View Transaction Info

Transaction Activity History Pane

This pane lists Commerce Engine or customer activity, such as email notifications or payments, related to the Transaction.

Field	Guidance	Relevancy
Time Stamp	Date and time of the activity based on system time.	Automatic
Type	Type is either a predefined type, or a custom Reseller (Service Provider)-defined activity added or created through the Commerce Engine API. Predefined activity types include the following:- Login - Logout - Email - Call - URL access - Product Delivery/Fulfillment - Service Usage - Cancellation Event - Note Click the Type entry to view more details.	By API Call
IP Address	IP address from which the customer initiated activity, if applicable.	Read Only
Notes	The notes entered regarding an activity that was logged.	Optional
Add Note Button	Click the Add Note button to record a new activity relevant to the Transaction.	Optional
Parent topic:View Transaction Info

Custom Data

Custom data lets you store Reseller (Service Provider)-specific data to Products, Rate Plans, Billing Plans, Subscriptions, Accounts, and Payment Methods as a pair of matched text strings, called name-value pairs. These name-value pairs can help you categorize and sort aspects of your objects. Use Name to define a category, and Value to define a specific item in that category. For example, you could use name-value pairs to track your sales teams. Define a name-value pair with Office as the Name and the city in which the office is located as the Value.

Field	Guidance	Relevancy
Name	Name is the field for defining metadata. It is unique and once submitted can’t be changed. 1. Place your cursor in the selection box and either select from existing Names or enter a new Name. 2. For a new entry, click Create New: 3. Enter a Value for the Name. 4. Click Add to save this pair. Note: - Name field is limited to 255 characters. - System generated parameters use the prefix vin in the name field.	Required if adding custom data
Value	1. Once you’ve selected/created a Name. 2. Enter the category’s Value in the corresponding field. 3. Click Add to save this pair. Note: Value field is limited to 255 characters.	Required if adding custom data
Parent topic:View Transaction Info

Home

Introduction

For Merchants

For Resellers

Partner Ecosystem Management

Commerce Engine

Storefront Experience

APIs

Transaction Details Pane

Transaction Refunds Pane

Transaction Account Pane

Transaction Subscription Pane

Transaction Payment Methods Pane

Transaction Items Pane

Transaction History Pane

Transaction Activity History Pane

Custom Data

​Transaction Details Pane

​Transaction Refunds Pane

​Transaction Account Pane

​Transaction Subscription Pane

​Transaction Payment Methods Pane

​Transaction Items Pane

​Transaction History Pane

​Transaction Activity History Pane

​Custom Data

Transaction Details Pane

Transaction Refunds Pane

Transaction Account Pane

Transaction Subscription Pane

Transaction Payment Methods Pane

Transaction Items Pane

Transaction History Pane

Transaction Activity History Pane

Custom Data