John Deere Financial Multi-Use Account Integration for D365 Business Central User Guide

John Deere Financial Multi-Use Account Integration for D365 Business Central explains how to configure the John Deere Financial setup, assign user terminal numbers, add customer account numbers, and process JDF payments in Microsoft Dynamics 365 Business Central.

Extension

• Extension Version Number: 1.0.0.0
• Extension Version Date: 01/01/2025
• Published by: System Solutions LLC
• Find more extensions for Microsoft Dynamics 365 Business Central by System Solutions LLC

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John Deere Financial Multi-Use Account Integration for D365 Business Central Overview

John Deere Financial Multi-Use Account Integration for D365 Business Central helps Business Central users configure the John Deere Financial Setup Page, assign JDF terminal numbers to users, add customer account numbers, and process JDF payments from the Point of Sale module.

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System Requirements

• Business Central version 25.0 or higher.

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App Configuration

John Deere Financial Multi-Use Account Integration for D365 Business Central Features for the Main Setup Page

• Navigate to the John Deere Financial Setup Page within Microsoft Dynamics 365 Business Central to configure the app settings. Follow these steps:

• Input your merchant number in the designated field.
• Specify the default descriptive billing code and credit plan numbers for transactions.
• Note: The descriptive billing code and credit plan numbers are essential for JDF (John Deere Financial) integration, though specific details about their purpose may be obtained from your JDF documentation.
• In the "JDF Payment Method" field, select the relevant payment method set up in LS Express that will open the John Deere Financial payment page.

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User Setup Page

• Proceed to the User Setup page to assign JDF Terminal Numbers to users.

• This step ensures that each user can utilize the app for making payments. Follow these instructions:
• Access the User Setup Page within Dynamics 365 Business Central.
• Add JDF Terminal Numbers for each user who will be using the app for payments.

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Customer Configuration: Adding John Deere Financial Account Number

• Configure customer settings to facilitate JDF payments by adding the John Deere Financial account number to each customer. Follow these steps:
• Open the customer card for the relevant customer.
• Locate and set the John Deere Financial account number in the designated field.
• Note: It is mandatory to have the John Deere Financial account number set for customers to make payments using JDF.

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Point of Sale (POS) Transaction: Making JDF Payments

• In the Point of Sale (POS) module, follow these steps to make JDF payments:
• Launch the POS module within Dynamics 365 Business Central.
• Create a sale with a JDF customer and pay.
• Select the configured JDF payment method, as set up on the Main Setup Page.
• The John Deere Financial payment page will be prompted.
• Click "Pay" to initiate the payment process.
• If John Deere Financial approves the amount, the payment will be successfully added to the sale.
• Note: Ensure that the JDF payment method selected aligns with the configuration on the Main Setup Page.

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Example Business Workflows

1. New customer setup for JDF payments: A Business Central user opens the customer card, adds the John Deere Financial account number, and confirms that the customer can be used for JDF payment processing.
2. POS payment with John Deere Financial: A cashier creates a sale for a JDF customer, selects the configured JDF payment method, opens the John Deere Financial payment page, and completes the payment after approval.
3. User terminal assignment: An administrator updates the User Setup page so each user who processes JDF payments has a JDF Terminal Number assigned.
4. Main setup validation: An implementation team reviews the merchant number, descriptive billing code, credit plan numbers, and LS Express payment method before users begin processing live transactions with John Deere Financial Multi-Use Account Integration for D365 Business Central.

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Conclusion

John Deere Financial Multi-Use Account Integration for D365 Business Central provides the setup and transaction flow documented in this guide: configure the John Deere Financial Setup Page, assign JDF Terminal Numbers, add customer account numbers, and process approved JDF payments from the Point of Sale module.

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Related System Solutions Resources

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