How do we Setup Supplier Confirmation & VCC?

You will need to have an account with a third-party VCC provider and provide your credentials to Tourplan to configure your VCC connection.

Your organisation will be required to:

• Make an enquiry with your local Tourplan support office to initiate VCC setup and to see if the external supplier connection you use is configured to support VCC payment.

• Obtain a third-party VCC account - For Tourplan to configure your VCC connection, you will need to have account credentials for a third-party provider.

  NOTE: WEX is currently the only third-party VCC provider supported by Tourplan.

• Submit a VCC Support Request - Supply the third-party VCC provider credentials and required settings to your local Tourplan Support office via a VCC Support Request. (for more information please see Understanding the Client VCC Request form)

• Map the VCC Connection to External Product - To enable VCC payment for an external supplier, a connection to the adapter is entered, and a payment guarantee mapping is required in the existing External Supplier Note and Product Note areas of Tourplan.

NOTE: Your Tourplan support office will provide you with a Client VCC Request Form to complete. Please see Understanding Supplier Confirmation Functionality

Once you have completed the request form and received confirmation from your local Support team, you can begin setting up your Tourplan system. As part of the setup process, you will also complete your Virtual Credit Card (VCC) configuration and supplier confirmation to ensure seamless connectivity and payment processing.

A System INI Setting called SUPPLIER_CONFIRMATION_URL specifies the URL for the Supplier Confirmation application, for example:

http:/machinename/instance/supplierconfirmation/#/supplier_confirmation.

NOTE: The URL Must always in /#supplier_confirmation

Configuring INI Setting for VCC

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select INI Settings > System.

   1. Click the Code Setup menu to expand it:

      

   2. Click INI Settings to expand the INI Settings menu:

      

   3. Click System to open the System INI Settings screen:

      

3. On the System screen, if the INI Setting that you want is not already in the list, click Insert.

   

4. In the System screen, select a Setting Name and User ID.

   

5. Click Save to keep the changes.

   

6. Click Exit to discard any changes.

   

To verify a supplier confirmation application (as working) you will need to

1. Open a web browser.

2. Enter the URL used in the SUPPLIER_CONFIRMATION_URL System Setup INI Setting, adding: ?token=123 appended to the end of the URL for example: http://machinename/instance/supplierconfirmation/#/supplier_confirmation?token=123
   

NOTE: If the supplier confirmation application is correctly installed and working, an error page will apear stating that the link is either expire or invalid.

To enable the supplier as a VCC Payment Supplier. Configure the VCC connection details within the Creditor Analysis Tab.

Activate Creditor VCC 

1. If the Creditor to which details are to be added does not exist, create the supplier first (see Creating New Creditors).

2. If the Creditor does exist, search for and retrieve it, so that supplier details are displayed on the screen (see Retrieve an Existing Creditor).

3. Click the Analysis tab.

   

4. Check the Virtual Credit Card 'Active' checkbox.

5. Select the Activation Type, and Connector.

6. Enter the Days Prior and Duration settings.

7. Select the Currency.

8. To keep the changes, click Save.

   

9. Click Discard to discard all changes.

   

This check box selection will activate a VCC payment option for this supplier.

NOTE: This field works in conjunction with other system settings. The VCC functionality will not operate solely on this activation selection.

Activation Type

There are three options available which determine the Virtual Credit Card activation date.

• Immediate - as soon as the service is booked.

• Check In Date - the first date of service.

• Check Out Date - the last date of service.

Connector

Details a pre configured Connector Code and Connector Name available from the dropdown selection.

Days Prior

Defines the number of days before the activation date the card becomes valid.

Duration

Defines the number of days the Credit Card is active for.

Currency

Determines the currency the VCC transaction will use.

A messaging substitution code is used to generate a hyperlink to a Supplier Confirmation Application when the supplier message is sent.

Insert the substitution code <TOKEN:SC> into your chosen message definition, for example: For example: 'Click <TOKEN:SC:here> to confirm'

Insert VCC Substitution Code

1. From the Home menu, select Home > System > Code Setup.

   1. Click the Home menu to expand it:

      

   2. Click the System menu option to expand it:

      

   3. Click Code Setup to go to the Code Setup menu:

      

2. From the Code Setup menu, select Messaging > Message Definitions.

   1. Click the Code Setup menu to expand it:

      

   2. Click Messaging to expand the Messaging menu:

      

   3. Click Message Definitions to open the Message Definitions screen:

      

3. On the Message Definitions screen, select by clicking on the Supplier Message Definition, download to amend.

   

4. Review the document.
5. If you want to keep the changes, click Save in Word.

   

6. Return to the Tourplan NX Message Definitions screen, re-select the Message Definition & Upload the changes.

   

Generating the message